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Wrike Analyze: Sample Widgets

Wrike Analyze is a paid add-on available to regular users on Business and higher accounts.

Overview

With Wrike Analyze you can use prebuilt analytics boards or build up custom analytics boards and widgets. This page describes some of the custom widgets you can try out. To see the full information on how Wrike Analyze works, please go to the Wrike Analyze Help Center page.

Wrike Analyze allows you to use the data from your account and build widgets based on your needs. The following list contains some widgets which you might find useful:

  • Line chart showing number of created and completed tasks (to display trends)
  • Total of project custom fields widget (to display KPI summing a certain custom field (e.g., Budget)
  • Pie chart breakdown of tasks by custom field (to show how many tasks have a specific custom field value)
  • Barchart of tasks by folder/project, broken down by custom field
  • Adding Project Custom Field values to pivot widget(to see all custom fields values for Projects/Tasks)
  • Adding Custom Field number values to a pivot table with aggregation (to see the values and their sum/average along with Project/Task information)

Trend of Created or Completed Tasks

  1. If you’re creating a new board, click “+Select Data” on the panel above the board. 
  2. If you want to edit an existing analytics board, click the “Edit” button on the panel above the board and then click “+Widget.” 1 In the window that opens click "+Select Data." 2
  3. Scroll to the “Task Creation Date” or “Task Completion Date.”3
  4. Hover over the needed field name.
  5. Click the “More…” button that appears.4
  6. Select “Days.” 5

Wrike_Analyze_-_Trend_of_Created_or_Completed_Tasks_P1.png

  1. Click “+Add More Data...” 6
  2. Scroll to the “Task ID.” 7
  3. Hover over the field.
  4. Click “More…” 8
  5. Select “Count Unique.” 9 The preview should automatically display trends of created/completed tasks by days.
  6. Click “Create.”

Wrike_Analyze_-_Trend_of_Created_or_Completed_Tasks_P2__1_.png

Total of Project Custom Fields Widget (e.g., Budget)

This widget is built using formulas. To get more information on how the formulas work in Wrike Analyze go to the Wrike Analyze:Formulas Help Center page. More details on the conditional formulas used can be found here.

  1. If you’re creating a new board, click “+Select Data” on the panel above the board. 
  2. If you want to edit an existing analytics board, click the “Edit” button on the panel above the board and then click “+Widget.” In the window that opens click "+Select Data." 
  3. Click the “fx” button to the left of the search bar.
  4. Type “(” in the formula editor.
  5. Select “Folder/Project Custom Field Numeric Value” from the list below.
  6. Type “,” in the formula editor
  7. Hover over the “Folder/Project Custom Field Name” field in the list.
  8. Click “More…”
  9. Select “Filter” and the appropriate custom field from the list.
  10. The final formula should look like this: ([Total Folder/Project Custom Field Numeric Value], [Folder/Project Custom Field Name])
  11. Click "OK."
  12. Click “Create.”

Pie Chart Breakdown of Tasks By Custom Field

  1. If you’re creating a new board, click “+Select Data” on the panel above the board. 
  2. If you want to edit an existing analytics board, click the “Edit” button on the panel above the board and then click “+Widget.” 1 
  3. Click “Advanced Configuration” at the bottom of the pop-up. 2

Wrike_Analyze_-_Pie_Chart_Breakdown_Of_Tasks_By_Custom_Field_P1.png

  1. Select “Pie Chart” in the widget type dropdown in the upper left-hand corner. 3
  2. Click “+Add” in “Categories.” 4
  3. Select “Task Custom Field Any Value” from the list.
  4. Click “+Add” in “Values.” 5
  5. Select “Task ID” field from the list.
  6. Click the “Filters” tab in the upper right-hand corner. 6
  7. Click “+Add.” 7

Wrike_Analyze_-_Pie_Chart_Breakdown_Of_Tasks_By_Custom_Field_P2.png

  1. Select “Folder/Project Custom Field Name” from the list.
  2. Select the needed custom field and click “OK.”
  3. Click “Apply” to save the widget. 8

Wrike_Analyze_-_Pie_Chart_Breakdown_Of_Tasks_By_Custom_Field_P3.png

Barchart of Tasks By Folder/Project, Broken Down By Custom Field

  1. If you’re creating a new board, click “+Select Data” on the panel above the board. 
  2. If you want to edit an existing analytics board, click the “Edit” button on the panel above the board and then click “+Widget.” 
  3. Select “Advanced Configuration” from the pop-up.
  4. Select “Column Chart” in the widget type dropdown in the upper left-hand corner.
  5. Click “+Add” in “Categories.”
  6. Select “Folder Name” or “Project Name” from the list.
  7. Click “+Add” in “Values.”
  8. Select “Task ID.” The preview should automatically display the column chart.
  9. Click “+Add” in “Break By.”
  10. Select “Task Custom Field Any Value.”
  11. Click the “Filters” tab in the upper right-hand corner.
  12. Click “+Add.”
  13. Select “Task Custom Field Name” and choose the appropriate custom field from the list that appears. Please note, that this hides folders/projects that don’t have tasks with specified custom fields.
  14. Go back to the “Design” tab.
  15. Choose the needed Column type: Classic, Stacked, or Stack 100.
  16. Click “Apply.”

Adding Project Custom Field Values to Pivot Widget

  1. Open an analytics board and where the needed widget is located.
  2. Click “Edit” above the board.
  3. Click the “Pencil” icon at the top of your pivot widget showing projects.
  4. Click “+Add” in Rows.
  5. Select “Folder/Project Custom Field Name.”
  6. Click “+Add” in Rows one more time.
  7. Select “Folder/Project Custom Field Any Value.”

This will also display N/A as a custom field for every project. To exclude that:

  1. Go to the “Filters” tab in the upper right-hand corner.
  2. Click “+ Add.”
  3. Select “Folder/Project Custom Field Name.”
  4. Uncheck “N/A.”
  5. Click “OK.”

Note: Deselecting the N/A display will hide projects that don’t have any custom fields. Similarly, selecting a certain subset of custom fields in the same filter will hide projects that don’t have those fields.

Adding Custom Field Number Values to Pivot

  1. Open an analytics board and where the needed widget is located.
  2. Click “Edit” above the board.
  3. Click the “Pencil” icon at the top of your pivot widget showing projects.
  4. Click “+Add” in Values.
  5. Click the “fx” button to the left of the search bar.
  6. Type “(” in the formula editor.
  7. Select “Folder/Project Custom Field Numeric Value” in the Data Browser.
  8. Type “,” in the formula editor.
  9. Hover over “Folder/Project Custom Field Name.”
  10. Click “More…”
  11. Select “Filter” from the list and, in the window that opens, select the appropriate custom field.
  12. The final formula should look like this: ([Total Folder/Project Custom Field Numeric Value], [Folder/Project Custom Field Name]), with certain digits added to the expressions where applicable.
  13. Click “OK” to save the formula.
  14. If aggregation is needed:
    • Click the hamburger icon in “Rows” in the “Folder/Project Custom Field Name” section.
    • Select “Grand Totals.”
  15. Click “Apply.”
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