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Ageing buckets are useful when analyzing open Tickets in the Report, It helps to identify and Prioritize Open Items,

Below steps illustrates how to create ageing buckets in Smart Reporting.

 

Prerequisites:

AR Platform ver - 9.1 or Higher

Smart Reporting ver - 9.1 or Higher

MidTier  Version - 9.1 or Higher

 

Steps:

This Example will create 3 Ageing buckets,

Bucket 1 - 1 to 30 Days.

Bucket 2 - 30 to 60 Days

Bucket 3 - Greater that 60 Days

 

  1. 1. Create Aging Bucket for Number of Incidents using Case function.

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Click on Create on Top Nav-bar,  Click on Report

2

Search Incident Management in the view list and click on it, It directs you to Report Designer Page

3

To create Aging Bucket we need to create two calculated objects Age of incidents and Age Bucket

4

To Create New Calculated Object Click on '+' sign in bottom-Left panel , It opens a pop-up window to define the calculation called Formula builder.

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Steps to create Age of incidents objects

Calculated Field Name

Age of incidents

Formula Type

Select Pre-Defined in the list

Functions

Select Date Difference - in Days, ARJDBC from the list

Values

 

In Values section click on Define Values in front of Start Date and Search for Submit Date and from the search drop down Select Submit Date listed under -Date and Time- and click on OK,

Now
click on define value in front of End Date and select Current Date Option and set it as Current Date + 0 Days

Click on Save

6

 

To Create New Calculated Object Click on + sign in bottom-Left panel , It opens a pop-up window to define the calculation called Formula builder.

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Steps to create Bucket Object

Calculated Field Name

Age Bucket

Formula Type

Select Simple in the list

 

Click on Case here as you click on these buttons, in the text box above you could see how calculation is being generated.

Now Click on When It opens up a new window to define When and Then part of the case statement.

STEP 1 : Add 1 to 30 days bucket

When Part

Select Values as mentioned below
--Select Field--        = Age of incidents
--Select Operator-- = Between click on
In Blank text box    = 1 , click on ADD Then click on AND and again enter 30 into the Blank text box and click on ADD

Formula preview text box  : 
Age of incidents BETWEEN 1 AND 30

Then Part

Select Values as mentioned below
Blank text box 
    = Between 1 to 30 days
Formula Preview text box  :
'Between 1 to 30 days'

Click on Save
Formula preview text box  : CASE WHEN Age of incidents BETWEEN 1 AND 30 THEN 'Between 1 to 30 days'

STEP 2 : Add 30 to 60 days bucket

Click on WHEN , It opens up a new window to define When and Then part of the case statement.

When Part

Select Values as mentioned below
--Select Field--        = Age of incidents
--Select Operator-- = Between click on
In Blank text box    = 31 , click on ADD Then click on AND and again enter 60 into the Blank text box and click on ADD

Formula preview text box  : 
Age of incidents BETWEEN 31 AND 60

Then Part

Select Values as mentioned below
Blank text box 
    = Between 31 to 60 days
Formula Preview text box  :
'Between 31 to 60 days'

Click on Save
Formula preview text box  : CASE WHEN Age of incidents BETWEEN 1 AND 30 THEN 'Between 1 to 30 days' WHEN Age of incidents BETWEEN 31 AND 60 THEN 'Between 31 to 60 days'

STEP 3 : Add More than 60 days bucket

Click on WHEN, It opens a new window to define else part of the case when statement

Else part

Select Values as mentioned below
Blank text box 
    = More than 60 days
Formula Preview text box  :
'More than 60 days'

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Final Formula preview text box  : CASE WHEN Age of incidents BETWEEN 1 AND 30 THEN 'Between 1 to 30 days' WHEN Age of incidents BETWEEN 31 AND 60 THEN 'Between 31 to 60 days' ELSE 'More than 60 days' END

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Click on Save , Created object should appear in Calculated Fields category.

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Follow below steps to create a sample report using above created objects.

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STEP 1 :

Drag and drop Age Bucket and Number of incidents in to column section

STEP 2 :  

Drag and drop Company object from Incident Details Category into Rows section