Wrike Report column charts show the number of tasks or Projects that meet the criteria you select in the Report Builder. Each column chart has two Groupings and those groupings are used to divide your data into columns (Grouping one) and then to further divide those columns into segments (Grouping two).
- There is a limit of 12 columns per column chart*.
- There is a limit of 9 segments per column in the column chart*.
*Read below for details on what happens if you need more the 12 columns or 9 segments.
Column charts are best used when you need to:
- View a count of the number of tasks or Projects which meet specified criteria and see that data in a simple view.
- Compare the number of tasks or Projects within a specified Grouping at a glance.
Use column charts to:
- Monitor Project progress by project owner. You can see how many Projects each owner has and what the statuses of their projects are.
- Track task progress by assignee. Stay up to date with how much each assignee has on their plate and what statuses their tasks are in.
Undefined data refers to task or Project attributes which do not have data entered for that attribute. For example, a task without a designated start date would have undefined start date data. If you create a column chart, add a Grouping, and there are tasks or Projects which match the report criteria but which have undefined data for the selected grouping, then a column (or segment) is added to the chart to capture those tasks.
For example, if a Project report is grouped by a Custom Field and the Project doesn’t have data entered for that Custom Field, then it appears in the “Undefined” column or segment. There is also an “Unassigned” column that is used when there are tasks without an assignee or Projects without a project owner.
Other columns are overflow columns (or segments) that are added to a chart if there is more data than can be presented in twelve columns or in nine segments. In this case: ten columns remain dedicated to one aspect of the chosen grouping attribute (for example ten columns each dedicated to an individual assignee), one column is left for undefined data, and the remaining Tasks and Projects are shown in the Other column.
Refresh a Report
When you want (or need) to you can refresh your report to ensure that you are seeing the most up-to-date data.
To do this: click the refresh icon 1 in the chart’s upper right-hand corner.
Edit a Report
If you need to change which Folders and/or Projects information is pulled from, which filters are applied, or what Groupings are being used, you can edit your Report by returning to the Report Builder.
To do this: click “Edit” 2 in the chart’s upper right-hand corner.
Turn Labels On or Off
Turn labels on to see the exact number of tasks that fall within a specific segment. This is especially useful when taking a screenshot to share with someone else.
To do this: click the column icon 3 in the chart’s upper right-hand corner and select “Turn labels on/off” from the dropdown list which appears.
Flip the Chart’s Axis
If you need more room to see your columns in their entirety, you can flip your chart’s axis and view the chart horizontally instead of vertically.
To do this: click the column icon 3 in the chart’s upper right-hand corner and select “Flip axis” from the dropdown list which appears.
View Segments as Columns
If you need to compare segments side by side as columns, you can turn segments into columns.
To do this: click the column icon 3 in the chart’s upper right-hand corner and select “Side by side view” from the dropdown list which appears.
Hide Segments from View
Hide some segments to simplify your view and see only certain segments at one time.
To do this: from the chart’s key 4 (located to the right of the column chart) click a segment title to hide (or view) that segment on the chart.
Column chart Grouping options depend on whether you are reporting on Projects or tasks:
|Project Owner||Assigned to|
|Project Creator||Status Group|
|+ Custom Fields||Status|
|+ Custom Fields|