[From Wrike] Rollups in New Table View โœ๏ธ

Hi everyone ๐Ÿ‘‹

As you know, Wrike Lightspeed is making its way to all accounts, and this also means we're transitioning from the Old Table view to an upgraded New Table view.

The New Table view boosts your experience by new and enhanced functionality with improved loading times for large folders, introducing a side panel for easy navigation, and offering a fields menu for personalized views, just to name a few. It also supports mass actions for efficient item management and includes clickable links in text fields for enhanced usability and convenience.

With this, we're also changing from Aggregation to Automatic Calculations from Subitems, also known as Rollups in the Old Table view.

Aggregation and Rollup - Whatโ€™s the Difference? ๐Ÿค“

Aggregation ๐Ÿ“Œ

This feature in the Old Table view provided a quick summary of data but didn't write this data to the database, limiting its use for formulas, reports, and so on. Given these limitations, we're phasing out Aggregation in the New Table view.

Automatic Calculations from Subitems / Rollups ๐Ÿ“Œ

We're amplifying the Automatic Calculations from Subitems feature, which you may remember as Rollup from the Old Table view. This feature auto-calculates (SUMs/AVGs) a field rolled up from sub-items and writes these calculations to the database for more robust functionality.

Whatโ€™s Next? โญ๏ธ

We're improving this new interface with features like Automatic Calculations for formula fields, and inclusion of system fields in these calculations, as well as introducing a Range-Based Calculation Feature. These enhancements aim to make your user experience even better.

During the change from Old to New Table view, all your Automatic Calculations from Subitems will be kept, but Aggregations won't. We've decided not to auto-convert Aggregations to Automatic Calculations to avoid any risk of data loss. This might mean you'll need to manually set up some Automatic Calculations in the New Table view, but we believe the improved functionality will make it worthwhile.

In short, when migrating from Old Table view to New Table view:

  • All existing Rollups will persist
  • All existing Aggregations will not because it may overwrite manual data. You may need to update your New Table view with the Rollups, either within key cells or broadly at the column-level.

We value your feedback, so please share your thoughts below.ย 

If you're finding the transition a little challenging, let us know in the comments and we'll ask your Wrikeโ€™s Account team to reach out to you to provide further assistance with the migration.ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

3
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos
33 comments
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Juan

Hi Katherine Rake, thank you for your reply. I can see that your ticket is open - and also that you have created a second one. I'm sorry to hear this is taking longer than expected, I understand this is an urgent situation for you and please rest assured that our team will get back to you as soon as possible with an accurate reply.

Since you mentioned that you are trying to measure project progress, may I ask if you are encountering any issues with the Project Progress feature?

I'm sorry to provide you with a vague reply, I'm afraid we don't lack of additional details to fully understand your case. Please, feel free to share any other additional information that could help us understand your situation - you can also include screenshots in your reply.

Thank you for your understanding and cooperation!

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Please add in aggregation or make sum work on additional fields. I just wasted an hour or more reading through the community posts to find a way to sum effort.ย  I ended up creating a custom field that copies the effort data into a new column so I can sum it.ย  Now I have two effort columns with the same data.ย 

2
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi Anthony Wilson, thanks for sharing your feedback, I'll send it to the team now!ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

0
๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

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