pie chart reporting count issue

[Scott Federman]

hi all, 

I have a project with a single issue type of initiative. That initiative has a dropdown field called "initiative type" and the options are modex, pilot, poc. Depending on what you select the ticket will drive down a different path in the workflow. The workflow provides a few different scenarios. 

• Pilot can go from new >complete
• Modex can go from new> complete 
• PoC can go from new>complete

Here is where it gets tricky. 

• Modex can get approved and move to pilot. This needs to be counted as complete and at the same time a pilot thats in progress.
• PoC can get approved and move to pilot. This needs to be counted as complete and at the same time a pilot thats in progress.

So i have a request in for a pie chart that shows initiatives completed by type.

• 11 pilots completed
• 28 poc completed
• 5 modex completed

The problem is that of the 11 pilots completed 4 of them were poc and 2 of them were modex and only appear as a pilot count.

Anyone have any ideas how to get this to account for the scenarios when a modex or a poc is approved and assumed completed but moved to the pilot and also completed and needs to be accounted for by both?

[Petter Gonçalves]

Hello Scott,

Analyzing your scenario and the way you would like to report the progress on it, I think you can use sub-tasks to define the Pilot, Modex and PoC instead of a select list field. 

Explaining better, you can create a new sub-task (Pilot, Modex and PoC) under the Initiative to track its progress, so you would be able to close and create new sub-tasks to register your issue movements - all linked to the same initiative and all counting in the Pie Chart Report.

In a practical scenario:

- Let's suppose you create an initiative and, under that initiative, a Modex (Sub-task)

- Your Modex was approved to become a pilot

- You close the Modex as completed

- You create a new sub-task of the type Pilot in the same initiative 

Performing the steps above, you would be able to return all the pilots, PoC and Modex under a specific initiative using the Pie Chart.

Let me know if it makes sense to you.