Pacer Data Reporting: Getting Started Guide
Goal
This article helps you get started using Pacer’s Data Reporting PowerBI add-on to analyze task and project data across locations.
Note: Data Reporting is not included in a standard Pacer plan. To add it to your account, contact [email protected].
How To
Popular Filters for Visuals/Reports
To view only “Current” Pacer data and exclude historical snapshots:
| Data Group | Field Name | Filter Selection |
|---|---|---|
| Current_History Selector | Current History Name | Current |
| Project | Project Retired y/n | n |
| Project | Location On Hold y/n | n |
| Location | Location IsActive y/n | y |
Popular Filters for Historical Snapshots
To report on what was in Pacer as of a specific past date:
| Data Group | Field Name | Filter Selection |
|---|---|---|
| Current_History Selector | Current History Name | Historical |
| DateSelected | Date Type | As Of Date |
Building Time-Based Reports
- Add Date Week or Date Month as a column to group by week/month
- Include Date Year in your filter pane
- Use Calcs Task Count Task Count to show total tasks
- To show task count on a specific day, use Date Date as a filter
Comparing Time Frames
- Use Historical Intelligence Group Time Frames Time Frames
- Common selections: MTD and PY-MTD
Additional Notes
- Current data in PowerBI is refreshed daily
- Historical snapshots are taken weekly, every Sunday
- A reporting week is Monday through Sunday
- The earliest historical snapshot is from Sunday, January 5, 2025
- Current data goes back 5 years from today (rolling)
Note: Inactive or deleted tasks are automatically excluded from reports.
Note: For accurate weekly completions, change the date type to Completed Date when using the Completed Tasks calc field.
Note: Teams not yet using Projects will have limited data available until they transition.
Still need help?
Our Client Success team is available 24/7/365 and happy to walk you through it.
Contact support