[From Wrike] Fantastic Fields and Where to Find Them: Calculated Custom Fields in Wrike Analyze

Hi Community,

Iโ€™m Herine, Wrike Analyze Subject Matter Expert from Support ๐Ÿ‘‹๐Ÿปย  In my four-post series, Iโ€™ll be sharing some tips and tricks on how I use custom fields in Wrike Analyze, covering limitations and technical details. Iโ€™d like to begin with calculated custom fields in Wrike Analyze, and Iโ€™ll discuss the usage of several fields in the same widget in my next posts.

You might find this piece helpful if:

  • You have calculated custom fields in Wrike and need to report on them in analytics boards.
  • You want to learn how filters are used within formulas.
  • Youโ€™d like to create custom metrics based on several custom fields.

Calculated custom fields: Theory

There are two types of formula fields in the native Wrike functionality: calculations on reports (native Reports, not analytics reports), and calculated custom fields in Table view (also accessible from some other views). Both features are tied to their original source and are not exported into Wrike Analyze.ย 

However, the good news is that Wrike Analyze can analyze almost everything! There are no formulas in calculated fields that cannot be recreated in Wrike Analyze.

To replicate them in analytics reports, filters need to be added to formulas. A filtered pattern in formulas consists of the main calculation and the filter hugged by parentheses.ย 

Now - letโ€™s look at some examples! Here is one from my test account:

The fields โ€œresource unitsโ€ and โ€œmissing unitsโ€ are standard numeric fields, and โ€œcalculationโ€ shows their difference. Letโ€™s now check how this difference can be replicated in Analyze.

Using filters in formulas

When more than one custom field is needed in a formula, custom field filters should be placed inside the formula too (not widget filters). Iโ€™ll need two dimensions for that:ย 

  • โ€œTask Custom Field Numeric Valueโ€ โ€“ the main calculation,
  • โ€œTask Custom Field Nameโ€ โ€“ the filter.

Follow these steps to create a formula that will show values from a specific numeric custom field:

  • Click on the โ€œAdd +โ€ button under โ€œValuesโ€.
  • Search Data Browser by โ€œnumโ€.
  • Select โ€œTask Custom Field Numeric Valueโ€:

ย  ย  ย  ย  ย Wrike Analyze will automatically transform it into a formula.

Note: itโ€™s important to make sure that the dimension from the correct level is used. My widget is based on tasks, so I should remember to use โ€œTask Custom Field Numeric Valueโ€ and not โ€œFolder/Project Custom Field Numeric Valueโ€.

  • Click on the pencil icon on the top-right of the value.
  • Thereโ€™s already a formula with the function SUM. Add an opening parenthesis before it.
  • At the end of the formula, add โ€œTask Custom Field Nameโ€, separated from the main calculation by a comma.
  • Close parentheses:
  • Click โ€œTask Custom Field Nameโ€ in the formula.
  • Select โ€œFilterโ€:
  • Choose the field name.
  • Click โ€œOKโ€:

Finalizing the formula from a calculated custom field

Now my formula is showing just the values from the custom field โ€œresource unitsโ€. Since I need โ€œmissing unitsโ€ too, Iโ€™m repeating the same steps. Finally, I just need to extract my โ€œmissing unitsโ€ block from the โ€œresource unitsโ€ block:

I just copied and pasted it, and then changed the filter by clicking โ€œEdit filterโ€:

To make it more readable, Iโ€™m also renaming my filters:

P.S. - Itโ€™s not necessary to break formulas by spaces or rows, but when a formula is too long, itโ€™s easier to revise it when each pattern is separated.

Thatโ€™s it! Now I have a formula that replicates my calculated custom field.

I hope this was helpful for you!


As a quick recap, hereโ€™s what you need to remember about calculated custom fields and analytics reports:

  • Calculated custom fields are not available in Wrike Analyze, but you can replicate them with analytics functions.
  • Custom field filters in formulas are friendly to each other: you can create formulas based on multiple custom fields.


Enjoy Wriking formulas! ๐Ÿ˜‰

Herine Community Team at Wrike Wrike Product Manager Infรณrmate sobre las funciones y prรกcticas recomendadas de Wrike

Herine Wrike Team member Infรณrmate sobre las funciones y prรกcticas recomendadas de Wrike

24
3 comentarios
Spot On Innovative Approach Stellar Advice

This was super helpful, thank you! Would love to see an example of this using custom date fields though. For example, I want to be able to see the difference between the created date and the "response date" which is a custom field we have.ย 

0
Spot On Innovative Approach Stellar Advice

Morgan Galbraithย thanks for your feedback! There will be three more posts on this topic (I just could not fit everything in one post ๐Ÿ˜…),ย I'll cover this use case in the last one (most likely will publish it next week).ย 

Herine Community Team at Wrike Wrike Product Manager Infรณrmate sobre las funciones y prรกcticas recomendadas de Wrike

Herine Wrike Team member Infรณrmate sobre las funciones y prรกcticas recomendadas de Wrike

2
Spot On Innovative Approach Stellar Advice

Love the Wizarding World reference โšก๏ธ

Appreciate the dive into Wrike Analyze, Herine!

1

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