Grouping tasks in a Pie Chart

Hi Jennifer Whitehair - love your avatar!

Could you share a screenshot of your report? You can only place formulas in value fields, not row or column fields, but I'm not sure if this is what you're trying to achieve.  

One workaround would be to create a custom field that contains your grouping values, then populate this custom field for each task.  You can then bring the custom field into your report as a dimension and it will group the records accordingly. I appreciate that this might be quite laborious though.

Another way would be to create custom item types, one for each of your grouping values, and then assign the tasks to that CIT.  I do that a lot here to allow me to report on time spent on certain item types.  It's a bit of work to set each task to be the relevant type, but I use blueprints to automate a lot of the repetitive work that we do.  Let me know if you need a hand with any of this - I'd be happy to help.

Hi Phil, Thank you for your help. I've included some screenshots to help explain. So this pie chart is based on a task report where the categories are tassj names and the values is the number of tasks completed. We are filtering by a date period of 1 month and employee name.

So some task names are rounds but the same type of task. For example Revise Creative. You can see in the screenshot I've made them all olive green because they are all Revision tasks, just different rounds. What I was hoping to do is nothave separate pie wedges for the revisions but instead have one wedge that counts all the revision tasks together for one value / percentage.

So instead of 1,1,2,3,2,4 it would be 13 (15%).

Hi Jennifer Whitehair that makes sense, thanks for attaching the screenshot!

Because you can't create formulae on row data or column data, my suggestion for achieving what you want would be to create a custom item type (CIT) called "Revise Creative" and then assign that CIT to each of the tasks in question.  You can then bring the custom item type in as a row rather than task name, and filter for just the CITs you want in the report..  You'd have to do the same for each of your other categories too, so one for "Ship Files", one for "Build Creative" etc.  This is something of an administrative headache but I do something very similar and it's not too bad once you get used to it.

However, I think that CITs are only available on Business Plus and above licenses, and I'm not sure which license you're on.

Hi Jennifer Whitehair and Phil Taylor,

Herine from Wrike Team is here!

The easiest way to group data on a pie chart is using formulas instead of categories. I'll show you an example with a test custom field from my account.

The screenshot below shows the classic usage of pie charts: a dimension used for grouping under "Categories" and a formula used for percentage under "Values":

With this setup, there is indeed no way to group data because Categories can display only raw data exported from the account. The only place where customization is possible is Values. Therefore, I'm going to delete my dimension and use values only.

First, I'm going to modify the formula and filter it to what I need. Lets say I want the chart to display seasons instead of months. I will filter my formula to December, January, and February to create the slice "Winter". To do so, I need to click the pencil icon on the top-right on the formula, and then add my custom field to the formula, separated by a comma and rounded by parentheses. Then I need to click my custom field, select filter and choose the values I want to group by:

I'm renaming this formula to "Winter":

Now I just need to duplicate this formula and update the filters:

Jennifer Whitehair in your use case, you'd need to filter each formula by "Task Name". You can use Text filter to simplify it:

For all other slices, if they don't need to be grouped, you'd need to select one task name for each filter. Then you need to rename the values to reflect the task names or the group name.

I hope this helps!

Herine Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars

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Herine Well that's me told! :-D  Thanks Herine, that's going to be super useful for my reports too!

Thank you Herine for the very helpful advice. This is exactly what I needed. It worked perfectly on my pie and bar charts. Thank you also to Phil Taylor and the rest of the Wrike community. The advice is super helpful as we chart our way through reports ;-)