Formulas in Advanced Reporting
Formulas are custom calculations performed on one or more fields in your data. They offer an important way to analyze results and express business logic. Using formulas in your widgets helps you to build expressions on various fields from various objects in your data, for example:
-
Count tasks, projects, or other objects, total or under certain condition
-
Sum timelogs, custom fields, and other data
-
Reference custom fields
-
Calculate date or numeric field differences
-
Calculate averages
-
Perform complex business calculations
-
Refer only to data matching specific criteria and conditions
Note
All formulas in Advanced Reporting widgets must return numeric values. You can reference any non-numeric data, but the outcome will still be numeric. For example, you can calculate the difference between Project Start Date and Due Date (duration), but it will be expressed as a number, e.g. number of days.
The table below provides a reference to the main formula functions available in Wrike Analyze.
|
Goal |
Function |
Types and Syntax |
|
Perform calculation based on criteria |
Measured value |
Value Filters: ≠ , =, >, <, between Text Filters: Contains, Doesn't Contain, Doesn't End With, Doesn't Start With, Ends With, Start With, Equals, Not Equal List Filter: Include, Exclude Ranking Filters: Top, Bottom Ranking Time Filter: Date and Calendar |
|
Combine data/apply simple mathematics |
Aggregate functions |
Operator: +,-,*,/ Aggregate: Sum() Average: Avg() Count: Count(), DupCount() Range: Max()/Min() |
|
Summarize data |
Statistical function |
Central Tendency: Median(), Model, Largest() Std Deviation and Variance: Stdev(), Stdevp(), Varp(), Var() Quartile and Percentile: Quartile(), Percentile() |
|
Accumulate data |
Rolling sum/average |
Sum to Date: YTDSum(), QTDSum, MTDSum() Avg to Date: YTDAvg, QTDAvg, MTDAvg() |
|
Compare Time or Trends |
Time functions |
Past Periods: PastYear(), PastQuarter(), PastMonth(), Next(), Prev() Growth Trend: Growth(), GrowthRate() Time Difference: YDiff(), QDiff(), MDiff(), DDiff(), HDiff(), MnDiff(), SDiff() |