Track On-Time SLA Compliance in Wrike Analyze
TL;DR
Track task SLA compliance in Wrike Analyze by flagging completed tasks with due dates as on-time or late using DDIFF, then calculate the percent compliant with multi-pass aggregation in an Indicator widget.
Table 34. Availability - Legacy plans
| Availability: Pinnacle, Apex.; Unavailability: Free, Team, Business; |
- Overview
- Build the Source Pivot Widget
- Add a Days-Late Value
- Add an SLA Compliance Value
- Add Conditional Formatting
- Create an SLA Compliance Percentage Widget using Multi-Pass Aggregation
- Optional Ways to Extend This Report
- What’s Next?
Overview
Use this report to track whether tasks meet an on-time service-level agreement (SLA). In this article, you’ll first flag each completed task as compliant or noncompliant, then roll that result up into a percentage.
Tip
Save the board after each step, or duplicate your widget before you change a formula.
Build the Source Pivot Widget
- Create a Pivot widget.
-
Add these rows:
- Task Link
- Task Status
- Task Due Date (day grouping)
- Task Completion Date (day grouping)
- Filter Task Status to Completed.
-
Add a filter so only tasks with a due date appear.
This example is retrospective, so it excludes active tasks and backlog tasks without due dates.
Add a Days-Late Value
- Add a calculated value that compares Task Due Date and Task Completion Date with DDIFF.
- Set the formula so positive results mean the task was completed after its due date.
- Check a few tasks to confirm the result looks right.
Tip
A negative value means the task was completed early. A value of 0 means it was completed on time.
Example formula:
MAX(DDIFF([Days in Task Completion Date],[Days in Task Due Date] ))
Add an SLA Compliance Value
- Add another calculated value.
-
Use an IF formula to return:
- 0 if the task missed the SLA
- 1 if the task met the SLA
- If your formula requires an aggregation function, wrap the date-difference result in MAX.
- Rename the value to “SLA compliance.”
Example formula:
IF(MAX(DDIFF([Days in Task Completion Date],[Days in Task Due Date])) > 0, 0, 1)
Add Conditional Formatting
- Open conditional formatting for the SLA compliance value.
- Set 1 to green.
- Set 0 to orange.
This makes it easy to scan compliant and noncompliant tasks.
Create an SLA Compliance Percentage Widget using Multi-Pass Aggregation
Your task-level formula works for one task at a time. To calculate a percentage across many tasks, update it with multi-pass aggregation.
- Duplicate the widget.
- Rename the copy to SLA compliance %.
- Remove all rows so only values remain.
- Switch the widget type from Pivot to Indicator.
Example numerator logic:
SUM([Task ID], IF(MAX(DDIFF([Days in Task Completion Date],[Days in Task Due Date])) > 0, 0,1))
Then divide that result by:
COUNT([Task ID])
This gives you the percentage of completed tasks that met the SLA.
Note
Aggregate by Task ID so Wrike Analyze evaluates the result at the task level before it rolls the data up.
Optional Ways to Extend This Report
You can reuse the same logic to:
- group compliance by assignee,
- group compliance by team or division,
- show compliance over time, or
- build a leaderboard.
You can also adapt this report for active tasks by comparing incomplete tasks to the current date.
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