Chart View in Wrike
Chart view helps project managers and leaders gain valuable insights into their work. With Chart view, you can easily perform analysis without relying on a data analyst. This easy-to-use solution is perfect for anyone who wants to work smarter and make data-driven decisions without feeling overloaded 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.
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Go to Wrike Labs.
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Locate the Chart view card.
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Click Enable.
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:
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Navigate to the relevant folder, project, or space
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Click the + Add view button on the panel above the tasks/folder list
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Select Create view and click Chart in the list of options
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The view name is automatically updated to Chart , but you can rename it.
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Click Create
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.
When you open a Chart view for the first time, you see the two default metrics in the metrics panel: All tasks and All projects. 1
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.
Note
Currently, the list of available metrics is pre-defined and can't be changed. The metrics for regular tasks and projects include system fields, custom fields with number or currency types, and text custom fields. 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:
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Donut
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Column
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Bar
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Line
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Tree map
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Area
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.
Note
At the moment, color customization is not available in Chart view.