[From Wrike] Fantastic Fields and Where to Find Them: Calculated Custom Fields in Wrike Analyze
Update: Calculated Custom Field are now available in Wrike Analyze.
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Hi Community,
Iโm Herine, Wrike Analyze Subject Matter Expert from Support ๐๐ปย In my four-post series, Iโll be sharing some tips and tricks on how I use custom fields in Wrike Analyze, covering limitations and technical details. Iโd like to begin with calculated custom fields in Wrike Analyze, and Iโll 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.
- Youโd 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 - letโs look at some examples! Here is one from my test account:
The fields โresource unitsโ and โmissing unitsโ are standard numeric fields, and โcalculationโ shows their difference. Letโs 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). Iโll need two dimensions for that:ย
- โTask Custom Field Numeric Valueโ โ the main calculation,
- โTask 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 โAdd +โ button under โValuesโ.
- Search Data Browser by โnumโ.
- Select โTask Custom Field Numeric Valueโ:
ย ย ย ย ย Wrike Analyze will automatically transform it into a formula.
Note: itโs 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 โTask Custom Field Numeric Valueโ and not โFolder/Project Custom Field Numeric Valueโ.
- Click on the pencil icon on the top-right of the value.
- Thereโs already a formula with the function SUM. Add an opening parenthesis before it.
- At the end of the formula, add โTask Custom Field Nameโ, separated from the main calculation by a comma.
- Close parentheses:
- Click โTask Custom Field Nameโ in the formula.
- Select โFilterโ:
- Choose the field name.
- Click โOKโ:
Finalizing the formula from a calculated custom field
Now my formula is showing just the values from the custom field โresource unitsโ. Since I need โmissing unitsโ too, Iโm repeating the same steps. Finally, I just need to extract my โmissing unitsโ block from the โresource unitsโ block:
I just copied and pasted it, and then changed the filter by clicking โEdit filterโ:
To make it more readable, Iโm also renaming my filters:
P.S. - Itโs not necessary to break formulas by spaces or rows, but when a formula is too long, itโs easier to revise it when each pattern is separated.
Thatโs it! Now I have a formula that replicates my calculated custom field.
I hope this was helpful for you!
As a quick recap, hereโs 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! ๐
Herine Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalitร di Wrike e le best practices
Herine Wrike Team member Conosci le straordinarie funzionalitร di Wrike e le best practices
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
Morgan Galbraithย thanks for your feedback! There will be three more posts on this topic (I just could not fit everything in one post ๐ ),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 Conosci le straordinarie funzionalitร di Wrike e le best practices
Herine Wrike Team member Conosci le straordinarie funzionalitร di Wrike e le best practices
Love the Wizarding World reference โก๏ธ
Appreciate the dive into Wrike Analyze, Herine!
Hi, Did Morgan Galbraith question about date custom fields was address in another post?
Hi Christhian Villalobos, thank you for posting. You can find all posts by Herine under this forum, yet I'm not sure if we specifically covered the date custom field in Analyze. If you have any specific questions please don't hesitate to create a new post here๐๐ปโโ๏ธ
When I try to do this in Wrike and click on the 'edit filter' to find the field I need, the field name I need is not in the list - how do I add it to the list? Or why is it missing from the list?
Hi Mirjana McIntyre, if the field is not in the list, there are 3 possible reasons:
If it doesn't help, please feel free to submit a Support ticket!
Herine Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalitร di Wrike e le best practices
Herine Wrike Team member Conosci le straordinarie funzionalitร di Wrike e le best practices
This was very helpful! Thank you.ย
How would I do this with date custom fields? I need to display how many days is between two dates.ย
Hi Crystal Fugate, thank you for your feedback! The easiest way would be using columnar fields (more details in this post). If your custom dates aren't available as columns/dimensions in data browser, feel free to submit a Support ticket, and we'll enable them for you:)
Herine Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalitร di Wrike e le best practices
Herine Wrike Team member Conosci le straordinarie funzionalitร di Wrike e le best practices