Calculations on Reports
Important
Account admins can enable calculated fields from Wrike Labs.
This is an experimental feature and, as a result, may have bugs, is subject to change, and may be discontinued at any time. Please feel free to use the feedback links in Wrike Labs to share your thoughts on this beta feature.
Calculated fields in Wrike Reports allow you to make calculations based on data from Wrike fields (select system fields and custom fields).
Note
On Enterprise accounts, the types of users who are allowed to use this functionality may differ due to user types settings.
-
When you create a calculated field, data is calculated on a task-by-task basis, data at the folder or project level is calculated via the formula. It isn't aggregated from tasks.
-
Fields should have unique names in order to be used in calculated field formulas.
Regular users can create calculated fields from task and project table reports they've created. To do this:
-
Navigate to the Reports section 1 in the sidebar and select the desired report from the list. Alternatively, under Tools 2, select the relevant report created in the space you’re a member of.
Note
If you can't see it, click on the More button 3 in the sidebar and select Reports from the list.
-
Click the gear icon 4 located in the report’s upper left-hand corner.
-
Click Create Field 5 in the Calculated fields section.
-
In the pop-up window that opens, enter a field name 6 and the formula you want to use 7. There’s a detailed explanation on writing formulas below.
-
Click Create 8.
The new calculated field is added to your report as a new column.
Calculated fields are defined by formulas, which trigger calculations on the data.
Example: ([Custom Field name x]-[Custom Field name y])*2
Reference a field
-
Click the + in the lower right-hand corner of the formula field 1.
-
Select a field from the list 2.
Tip
If you know the name of the field you want to include in the formula, just type it in brackets. For example: [Cost].
What you can include in formulas
You can pull data from:
-
Custom fields: number, currency, percent, duration, and date
-
Default system fields: duration, time spent, and date
-
Calculated fields
You can also include:
-
Constants (e.g., numbers)
Supported operations
-
Addition: +
-
Subtraction: -
-
Multiplication: *
-
Division: /
-
Today: TODAY()
In addition to the above, use parentheses to designate the order of operations.
Custom fields can have different data types (e.g., number, percent, text, etc.). The data type of a calculated field depends on the data types of the custom fields used in its formula.
The table below shows which custom fields can be included together in formulas and what the resulting data type would be.
Note
-
Duration custom fields and Time spent are calculated by hours.
-
The Duration system field (i.e., duration of tasks and projects) is treated as days.
How to read the table
-
Find the intersection of the two custom field types you want to include in your formula. Operations that can be performed between those two custom field types are listed.
-
The color of operation designates what the type of a calculated field is: Constant, Currency, Date, Days Hours, Number, and Percent.
|
Constant |
Currency |
Date |
Days |
Hours |
Number |
Percent |
|
|
Constant |
+, -, x, / |
+, -, x, / |
+, - |
+, -, x, / |
+, -, x, / |
+, -, x, / |
+, -, x, / |
|
Currency |
+, -, x, / |
+, -, / |
x, / |
x, / |
+, -, x, / |
x, / |
|
|
Date |
+, - |
- |
+, - |
+, - |
|||
|
Days |
+, -, x, / |
x, / |
+, - |
+, -, / |
+, -, x, / |
x, / |
|
|
Hours |
+, -, x, / |
x, / |
+, -, / |
+, -, x, / |
x, / |
||
|
Number |
+, -, x, / |
+, -, x, / |
+, - |
+, -, x, / |
+, -, x, / |
+, -, x, / |
+, -, x, / |
|
Percent |
+, -, x, / |
x, / |
x, / |
x, / |
+, -, x, / |
+, -, x, / |
Add any existing calculated fields that reference fields included in the report. You must be the report creator to add calculated fields.
Add an existing field:
-
Open the report where you want to add a calculated field.
-
Click the gear icon 1 in the upper left-hand corner.
-
You’ll see all fields you can add to the report. Check the box to the left of a field’s name to add it 2.
Edit any calculated fields in reports you’ve created.
-
Hover over a field’s title in a report.
-
Click the caret icon 1 next to the title.
-
Select Edit Field 2.
A pop-up window opens where you can make changes to the field. Your changes are saved and go into effect anywhere the calculated field is used.
Delete calculated fields in reports you’ve created.
-
Hover over a field’s title in a report.
-
Click the caret icon 1 next to the title.
-
Select Edit Field 2.
-
Click Delete 3.
-
Click Yes, delete to confirm your decision.
The field is deleted and no longer available on any report where it was previously added.