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Wrike Analyze: Sample Widgets

Table 8. Availability - Legacy plans

Wrike Analyze

Wrike for Marketers Performance

Wrike for Professional Services Performance

Table 9. Availability

Free

Team

Business

Enterprise

Pinnacle

Availability: Pinnacle. ; Unavailability: Free, Team, Business, Enterprise;

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, refer to the Wrike Analyze.

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).

  • Bar chart 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).

Note

Creating charts and widgets with calculated custom fields (CCF's) follows the same steps as with regular custom fields. Make sure your calculated custom fields (CCF's) are configured correctly to fully leverage their dynamic capabilities in your analytics boards.

Trend of Created or Completed Tasks

  1. If you’re creating a new board, click + Select Data 1 on the panel.

  2. If you want to edit an existing analytics board, click the Edit button on the panel above the board and then click Custom widget and add the data values in the window that opens.

  3. Scroll to the Task Creation Date or Task Completion Date 2.

  4. Hover over the needed field name.

  5. Click the More… button that appears 3.

  6. Select Days 4.

    AnalyzeWidgets_Trend_1.png

  7. In the window that opens, click Add More Data... 5.

  8. Scroll to Task ID 6.

  9. Hover over the field, click More….

  10. Select Count Unique 7. The preview should automatically display trends of created/completed tasks by days.

    AnalyzeWidgets_Trend_2.png

  11. Click Create.

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

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

  1. If you’re creating a new board, click +Select Data 1 on the panel.

  2. If you want to edit an existing analytics board, click the Edit button on the panel above the board and then click Custom widget and add the data values in the window that opens.

  3. Click the fx button 2 to the left of the search bar.

  4. Type ( in the formula editor 3.

  5. Select Folder/Project Custom Field Numeric Value 4 from the list below.

  6. Type , in the formula editor.

  7. Hover over the Folder/Project Custom Field Name field 5 in the list.

  8. Click More… 6.

  9. Select Filter 7 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 8.

  12. Click Create.

    Analyze_BudgetWidget.png

Pie Chart Breakdown of Tasks By Custom Field

  1. If you’re creating a new board, click +Select Data 1 on the panel and select the data values from the list you want to create.

  2. Click Advanced Configuration 2 at the bottom of the pop-up.

    Widget_Pie_Advanced.png

  3. If you want to edit an existing analytics board, click the Edit button on the panel above the board and then click Custom widget and add the data values in the window that opens.

  4. Select Pie Chart in the widget type dropdown in the upper left-hand corner 3.

  5. Click + Add in Categories 4.

  6. Select Task Custom Field Any Value from the list.

  7. Click + Add in Values 5.

  8. Select Task ID field from the list.

  9. Click the Filters tab 6 in the upper right-hand corner.

  10. Click + Add in Widget filters 7.

  11. Select Folder/Project Custom Field Name from the list.

  12. Select the needed custom field and click OK.

    Widget_Pie_2.png

  13. Click Save 8 to save the widget.

    Widget_Pie_3.png

Bar chart of Tasks By Folder/Project, Broken Down By Custom Field

  1. If you’re creating a new board, click +Select Data 1 on the panel and select the data values from the list you want to create.

  2. Click Advanced Configuration 2 at the bottom of the pop-up.

    Widget_Pie_Advanced.png

  3. If you want to edit an existing analytics board, click the Edit button on the panel above the board and then click Custom widget and add the data values in the window that opens.

  4. Select Column Chart 3 in the widget type dropdown in the upper left-hand corner.

  5. Click + Add in Categories 4.

  6. Select Folder Name or Project Name from the list.

  7. Click + Add in Values 5.

  8. Select Task ID. The preview should automatically display the column chart.

  9. Click + Add in Break By 6.

  10. Select Task Custom Field Any Value.

  11. Click the Filters tab 7 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 8.

  15. Choose the needed Column type 9: Classic, Stacked, or Stack 100.

    Widget_Column_1.png

  16. Click Save 10.

    Widget_Column_2.png

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 1 at the top of your pivot widget showing projects.

  4. Click +Add in Rows 2.

  5. Select Folder/Project Custom Field Name.

  6. Click +Add in Rows 2 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:

  8. Go to the Filters tab 3 in the upper right-hand corner.

  9. Click + Add in Widget Filters 4.

  10. Select Folder/Project Custom Field Name.

  11. Uncheck N/A.

  12. Click OK.

Widget_Pivot_1.png

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 1 at the top of your pivot widget showing projects.

  4. Click +Add 2 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… 3.

  11. Select Filter 4 from the list and, in the window that opens, select the appropriate custom field.

  12. The final formula should look like this in the formula editor 5: ([Total Folder/Project Custom Field Numeric Value], [Folder/Project Custom Field Name]), with certain digits added to the expressions where applicable.

  13. Click OK 6 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 Save 7.

Widget_Pivot_fx.png

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