Conditional Marker Folder Roll-Up on Calculated Fields

I have been really enjoying the conditional markers on custom fields. However, I am struggling on how to make the markers work correctly for the roll-up data on a folder.

 

In my example above, the roll-up value says 0 instead of the 128 AVG value. Is there a setting I'm missing or is this how it is supposed to work.

Thank you,

1
3 comments
Spot On Innovative Approach Stellar Advice
Avatar
Hugh

Hey Seth Neds, apologies for the delay here. I'm raising a Support ticket for you here, someone should be in contact with you soon!

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Was this ever answered? I'm struggling with the same problem of rollup of custom calculated fields.

0
Comment actions Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hey Michel Strøm Tandrup, thanks for reaching out! Here are the instructions from our Support team:

1. Make sure the default aggregation is set to 'Average' in the settings of the custom fields you're using in calculations:

2. Open the project's 'Risk Log' and apply custom field data roll-up for this field by clicking on this icon: 
​​
3. You will see the average value of the field both in the project view and in the table view: 



4. The calculated field will use the roll-up value on the project level, and the correct conditional marker will be applied. In my case I used the formula 10*[Currency_test] and any value higher than 20 should be in red: 



Here's how the average value appears on the project level:
​​

Hope this is helpful! 🙂

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

0
Comment actions Permalink

Folllowing List for Post: Conditional Marker Folder Roll-Up on Calculated Fields
[this list is visible for admins and agents only]

Didn’t find what you were looking for? Write new post