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.

View pdf help document here

Note: Data Reporting is not included in a standard Pacer plan. To add it to your account, contact [e-mail].

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.