How to Create a Workstream Progress Report

Tracking the progress of workstreams is crucial for monitoring the status of tasks and ensuring they stay on schedule. A Workstream Progress Report helps you visualize the completion percentage of various tasks within a project, making it easier to identify which areas are progressing well and which may need attention. This guide will walk you through creating a detailed progress report that displays task categories, request counts, and completion status in a clear tabular format.

Visualization Example:

Steps:

In the Explore menu, select Room Requests.

Choose the following fields:
Request Category field > List Name
Request field > Num of Requests and % Progress
Request Status field > Status

Add the following filters by clicking the Add filter button at the top.
Deal > Deal Title (choose any deal that you want to check)
Request Status: Status (set the filter as "Request Status Status is not null")



Click the cog icon next to Request Status and select Pivot from the dropdown menu. This will organize the status names into columns, creating a table format.



Click the Run button at the top right to generate the data.

In the Data Pane, perform the following actions:
Sort the table by List Name in ascending order by clicking the column header.
Hide the fields Num of Requests and % Progress by clicking the gear icon next to the field and choosing Hide this field in visualization.
Check the Row Totals box in the top right to display the totals.



Click Add next to the Custom Fields section in the left data pane and select Table Calculation from the dropdown menu.



Add these calculations by copying and pasting the code into the expression box:

Num of Requests: This will display "0" in the table when Num of Requests is null.
Code:
if(
is_null(${task_task.count}),
0,
${task_task.count}
)



% Progress: This will add a row total for % Progress.
Code:
${task_task.progress:row_total}



Choose Visualization:
In the Visualization Pane, select Table as the chart type.
Go to Edit -> Series -> Customization -> % Progress and turn on Cell Visualization.
Choose a color palette to visually represent the progress of tasks.



By following these steps, you'll have a detailed Workstream Progress Report that provides a clear visual representation of your task progress, enabling you to stay on top of project deadlines and ensure everything is moving forward as planned.

Updated on: 25/09/2024