[From Wrike] Wrike Analyze: The Advanced Filters Strike Back

Hi Community!

I'm Herine, your friendly expert in Wrike Analyze. I'm here to guide you through taming this powerful tool! 😌

Are you an advanced Wrike Analyze user searching for ways to expound on data filtering?

In this post, I'll unravel the intricacies of advanced filters for use cases such as:

• Sorting tasks/projects planned for the last, current, or upcoming month
• Inspecting task/project backlogs active within a certain past timeframe

Walk with me as we dive into how to combine different types of filters using AND/OR logic, such as a timeframe filter meshed with a list filter. But before we jump in, make sure you've brushed up on themes from Advanced filters with offsets in formulas 🔎  by Mobeen.

Use case: OR operator to revealing Past and Future Dates

Buckle up as we're about to venture into more hardcore territory 😏

Do you wish your widget could reveal tasks scheduled for the previous, current, and next month? Sure, you could manually filter this in the Calendar or List tabs, but what if you want to keep your filter dynamic? I've got your back - let's tweak it in the Advanced tab:

1.  Go to the tab Timeframe and select “Last 2 months”
2.  Switch to Advanced and change offset from 1 to 0 (to include the current month), and nab that script
3. Copy the script
   
   
4. Switch back to TimeFrame and select “Next month”
5. Return to Advanced
6. Add  { "or": [  to the beginning of the script
7. Add a comma  to the end of the script
8. Paste the script copied earlier
9. Add ] } to the very end of the joint script
   
   

P.S. - the  "custom": true part will be added automatically to the script when it’s saved, there’s no need in adding it manually.

{
  "or": [
    {
      "last": {
        "count": 2,
        "offset": 0
      }
    },
    {
      "next": {
        "count": 1,
        "offset": 1
      }
    }
  ],
  "custom": true
}

I would also like to share one of the use cases I was working on for my own reports.

Use case: task backlog - last quarter

Wrike Analyze's lack of generic date dimensions doesn't halt our progress in reporting on backlog. Let's delve into how I arranged the backlog for the last quarter using the mighty advanced filters!

Let me first define the backlog in my use case: I want to see all the tasks that the team was working on during the last quarter, meaning they should have been active at least one day. This translates to:

• Tasks created -> Last Quarter or earlier
• Tasks completed -> Last quarter OR N/A (not completed yet)

Here's how the first filter setup looks: I selected “Last 2 Quarters” in the Timeframe tab, then amended the '2' to '20':

20 quarters = 5 years, I have no tasks created earlier, so this filter will show everything created before this quarter. You can go a step further to 200 quarters to be absolutely sure! 😉

Now, let's piece together the filter for Completed Date, using a similar logic from before but tossing in scripts for both List and Timeframe tabs - here's the wizardry:

1. Filter Timeframe to This Quarter
2. Switch to Advanced and copy the script
3. Switch to List and filter it to N/A
4. Go back to Advanced and add the copied pattern, separated by a comma
5. Insert { "or": [ to the beginning of the script and  ] } to the end.

{
  "or": [
    {
      "last": {
        "count": 1,
        "offset": 0
      }
    },
    {
      "explicit": true,
      "multiSelection": true,
      "members": [
        "N\\A"
      ]
    }
  ],
  "custom": true
}

Here’s what my test widget on the team backlog for the last quarter looks like:

This approach can be used with other types of filters as well. If you need to use the AND operator rather than OR, the structure would be the same, except that you’d need to use { "and": [ instead of { "or": [.

I trust this wisdom has unlocked new realms of customized reports for you! 😄

Excited to know how these tips benefit you - please, don't hesitate, share your remarkable scripts and solutions in the comments!

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

Herine Wrike Team member Become a Wrike expert with Wrike Discover