Getting Started with Analytics

Learn what is in Analytics: Dashboards, Pivot Tables, and Reports.

Overview

Analytics turns Project data into reporting signals for governance and execution.

Use it for weekly status, risk tracking, and outcome reporting.

Key Concepts

• Dashboard: quick monitoring view for recurring reviews
• Pivot table: analysis tool for grouping and summarizing data by field
• Report: packaged output for sharing outcomes with stakeholders

How It’s Used

Use dashboards for recurring governance meetings.

Use pivot tables for deeper analysis, such as status distribution by Segment.

Use reports to standardize stakeholder updates.

Benefits

• Faster status reviews
• Consistent reporting across Projects
• Earlier visibility into risk and slippage

Setup Steps

Select the analytics tool based on the immediate goal.

Dashboards

Dashboards are for quick monitoring. They work well for weekly status checks.

• Dashboards

Screenshot placeholder: dashboard with 3+ widgets and visible filters.

Pivot Tables

Pivot Tables are for deeper breakdowns. Use them to slice data by field.

• Pivot Tables

Screenshot placeholder: pivot table with rows, columns, and a measure.

Reports

Reports are for sharing outcomes. Use them to standardize what gets reviewed.

• Reports

Screenshot placeholder: reports list showing existing reports.

Best Practices

• Keep shared dashboards stable to protect trend comparability.
• Keep Segment Types stable to protect reporting continuity.
• Pair dashboards with Save Views to create follow-up work lists.

Summary

Start with dashboards for monitoring, then use pivot tables for analysis depth, and reports for stakeholder packaging.