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"Project Count by Period" Dashboard Filters Not Working Correctly for Classification Field (Doc ID 2587468.1)

Last updated on OCTOBER 17, 2019

Applies to:

Instantis EnterpriseTrack Cloud Service - Version 19.5 and later
Information in this document applies to any platform.

Symptoms

Dashboard "Project Count by Period" with Classification Field filtering at the fourth level is not filtering correctly, when compared to the filtering of the same data in the "Project Timeline" Dashboard and the "Project Listing Report."

STEPS TO REPLICATE

  1. Access Instantis with permissions to see Dashboards or as administration user
  2. Navigate to Dashboards, Create Dashboard with "Project Timeline" and Project Count by Period"
  3. Set the filters to only Active Projects, and on the 4th level of Classification field to filter on one of the list options and compare the two dashboards,
  4. Run the Project Listing Report for only Active projects with the same list option for the 4th level of classification fields

    Results: "Project Timeline" Dashboard, and "Project Listing Report" are identical in data received.
    "Project Count by Period" shows differing data - select the bar chart to launch the associated "Project Listing Report" and the list is not filtered as desired, in fact none of the data is the correct data.

Changes

 New use of Dashboard, had not used in prior versions, unaware when issue began.

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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