Chart View in Wrike
Table 384. Availability
Accounts that are already on Wrike Lightspeed get the Chart view by default.
Non-Lightspeed accounts can enable Chart view from Wrike Labs.
Chart view is an exciting new feature that helps project managers and leaders gain valuable insights into their work. With Chart view, users can easily perform their own analysis without relying on a data analyst. This visual and user-friendly analytical solution is a game changer for those who want to work efficiently and effectively and be data-driven without being overwhelmed by data.
Chart view offers a new view alongside other views at the space, folder, or project levels. When opened, Chart view presents you with a preset of two metrics and their associated charts. You can also add your own metrics, and each metric comes with its own chart. You can change the charts freely, and there are even more data breakdowns available.
All users can enable Chart view for themselves.
Go to Wrike Labs.
Locate the Chart view card.
All users except collaborators can add Chart view to a folder, project, or space unless their access role restricts it.
To open any folder, project, or space in the Chart view:
Navigate to the relevant folder, project, or space
Click the + Add view button on the panel above the tasks/folder list
Select Create custom view and click Chart in the list of options
The view name is automatically updated to Chart , but you can rename it.
Once you do that, you can make Chart view the default for the relevant space, folder, or project, copy permalinks to it, or hide it. Learn more here.
If you need more metrics, you can easily add them using the + button 2 in the panel. Then select the type of item you want to build a chart for and choose a metric from the available list.
Currently, the list of available metrics is pre-defined and can't be changed. The metrics for regular tasks and projects include system fields and custom fields with the number or currency type. For custom items, only system fields are available as metrics.
You can add up to seven metrics to the panel and easily switch between them by clicking on the metric. You can also delete the ones you no longer need, simply hover over a metric and click the X button that appears.
In the lower-left side of the view, you'll see the chart for the metric you're currently viewing. 3 In the lower-right side, you'll find the settings panel for the current chart. 4
In the settings panel you can change the type of the current chart by selecting one of the available ones:
Once you've decided on a chart type, you can break down the data using one of the pre-defined fields in the Break by section. Click the Select drop-down to see more available breakdown options.
You can further customize the current chart by selecting one of the options in the Then group by section. Note that this is not available for a donut chart.
On top of that, you can remove irrelevant tasks and projects from the view by clicking the Filters tab 5 and selecting one of the available filters.
When reviewing the chart, you can click on any of its segments to see the details for the items displayed.
At the moment, color customization is not available in Chart view.