๐Ÿ“Š Reports: Data and Target side by side

Hi all :wave:

Asanaโ€™s reporting features have recently been enhanced with a new type of visualization: the ๐Ÿ“Š New! Grouped Bar Charts. In this article, Iโ€™ll share a trick to create reports that display both actual and target values side by side, making it easier to analyze trends and performance gaps.

This is what I mean :arrow_down:

How It Works

The approach involves setting up two projects:

  1. Your source of data โ€“ This contains the actual tracked data (e.g., hours worked, tasks completed, revenue generated, etc.).
  2. A Target Project โ€“ This contains predefined targets

Both projects share a common unit, allowing Asana to align them in the same graph. The โ€œGroup by Projectโ€ option is used in the Chart to compare the two sources of data.

Step-by-Step Setup

  1. Create a Data Project
  • Each task represents an entry (e.g., an hour log, a deliverable, etc.).
  • Make sure the unit you track (e.g., duration, quantity) is consistent.
  1. Create a Target Project
  • This project will contain fake tasks representing the target values.
  • Each task should have a time frame with start and due date (e.g., a week or a month).
  • Assign the relevant target value to a numerical field
  1. Ensure a Shared Unit
  • Both projects should use the same custom field to store numerical values (:warning: this field should be added to the field library)
  1. Set Up the Report
  • In Reporting, create a new chart, reporting on tasks
    • Select the Grouped Bar chart type
  • Include task from the 2 specific projects
  • X-Axis = Unit of time / Based on task due date
  • Group by Project โ€“ this will place the actual data and target values side by side.
  • Choose the common numerical field as the unit.

Hope you like it.
Feel free to ask questions and share your feedback :wink:


Arthur, Asana Expert :sparkles:
iDO Asana Partner: Services & Licenses

9 Likes

I am so happy we were able to create this great idea we had in the back of our minds for a long time.

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Such a clever idea, folks! :clap:

Thanks for sharing, @Arthur_BEGOU!

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