Chart View in Wrike
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Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
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Availability: Free, Team, Business, Enterprise, Pinnacle. ; Unavailability: ; |
Chart view is a visual and user-friendly analytical tool 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.
Chart view is one of the views that can be added 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 except Collaborators and Contributors 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 space, folder, or project where you want to create a view.
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Click the + Add view button 1 next to the default view.
Note
If there are more than three views, you won't see the +Add view button. To create a new view, click the All drop-down button and select +Add view from the list.
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Select Chart 2 from the available list.
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In the pop-up which opens, name your view, choose if it should be public or personal.
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Click Create 3.
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 the 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 Add more 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, you can use system fields, number, currency, formula and duration 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 bottom 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.
In the lower 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 4. 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 5.
Additionally you can sort and design the values and positions of the data under Design tab 6.
You can remove irrelevant tasks and projects from the view by clicking the Filters tab 7 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.