Northcraft Analytics provides business intelligence applications for IT. ServiceNow, SolarWinds, BMC Remedy ITSM, IBM Netcool and more.

How to Build an Incident Management Report for Simple Forecasting With Excel

Last modified: January 25, 2021
You are here:
Estimated reading time: 3 min


How to Build an Incident Management Report for Simple Forecasting With Excel

In this article you will use Excel to create a dashboard that makes use of simple forecasting techniques. This dashboard will have drill-down capabilities and provide you with important metrics that will increase the understanding of incident management.

To learn more about Northcraft, take a look at our Resources page.

This video provides step-by-step instruction, or you can follow the steps listed here.

Step 1: To begin, select the database to use

Step 2: Select you multidimensional database (MDB)

Step 3: Scroll down list of cubes and select the ‘Incident Management Cube’

Step 4: You can change the name under ‘File Name’ if you’d like, but we’re just going to select ‘Finish’

Step 5: Select ‘OK’ in the pop-up

Step 6: Under the ‘PivotTable Fields’ select the search field and type in ‘Closed’


Step 7: Select search field and type in ‘Submit Date.Month’

Step 8: Select search field and type in ‘Submit Date.Month’

Step 9: Now click and drag ‘Submit Date.Month’

Step 10: Drag it down in ‘Rows’ field

Step 11: Now click the ‘Clear Search’ button

Step 12: Now click the search field and type in ‘Hierarchy – Product’

Step 13: Now click and hold ‘Hierarchy – Product Categorization’

Step 14: Drag it down into the ‘Columns’ field

Step 15: Now click on the ‘Analyze’ tab at the top

Step 16: Now click on the ‘PivotChart’ icon

Step 17: Select ‘OK’ in the pop-up to select the Clustered Column chart

Step 18: Now that we have the chart, we can resize it to make it easier to see

Step 19: Now select ‘Quick Layout’ to change the arrangement of the chart

Step 20: Select ‘Layout 5’

Step 21: Now click the ‘Clear Search’ button in the search bar

Step 22: Now click on the search bar and type in ‘Submit Date.Quarter’

Step 23: Now click and hold ‘Submit Date.Quarter’

Step 24: Now drag it down into the ‘Filters’ field

Step 25: Now we need to clear away some of the dates with little data by using the filter we just added. Select the slider at the bottom at the chart and move all the way to the left

Step 26: Select the filter up in the top left corner

Step 27: Select the ‘+’ symbol next to ‘All’ to open up the folder containing all the quarters we want to filter

Step 28: Click the selection box next to each quarter you want to filter out. We’re going to start with ‘Quarter 1, 2015’

Step 29: And select all the quarters up to ‘Quarter 1, 2013’

Step 30: Select ‘OK’

Step 31: Now click on a blue bar so we can add a trendline

Step 32: Now right click and go down to ‘Add Trendline…’

Step 33: Now we can click on the ‘Close’ button in the top left corner of ‘Format Trendline’

Step 34: Now we’re going to repeat the process to add one more trendline. Select one of the orange bars now.

Step 35: Then right-click and select ‘Add Trendline…’

Step 36: Now click on the title so we can change it to something more appropriate

Step 37: Type in ‘Incidents by Category & Month’

Step 38: Now click on the ‘Close’ box up in the top left corner of the ‘Format Plot Area’

Step 39: Let’s also use the ‘Close’ button in the left corner of ‘PivotChart Fields’ so we can see the whole chart

Step 40: Now we have the whole chart, and we know how to filter out values we don’t want


Support Information

Support by website

You can obtain technical support from Northcraft Analytics 24 hours a day, 7 days a week at From this website, you can:

  • Find the most current information regarding Northcraft Analytics products.
  • Manage your account information
  • Upload documents for content sharing exchange.
  • View shared documents from other users.
  • Order or download product documentation.
  • Download products and maintenance releases.
  • Report an issue or ask a question.

Support by telephone or email If you need technical support either by phone or email:

Call (+1) 800 565 1375

or by email using:


Every effort has been made to make this as complete and as accurate as possible, but no warranty or fitness is implied.

The information is provided on an “as is” basis. The author and Northcraft Analytics, LLC, shall have neither liability nor responsibility to any person or entity with respect to any loss or damages arising from the information contained in this manual or from the use of the discs or programs that may accompany it.

Copyright © 2010 Northcraft Analytics LLC. All Rights Reserved.

Trademark Legal Notice. All product names, trademarks and registered trademarks are property of their respective owners. All company, product and service names used in this website are for identification purposes only. Use of these names,trademarks and brands does not imply endorsement.

Was this article helpful?
Dislike 2
Views: 1910