Wrike Analyze - custom field value sum and break by not working

Hey community! I have what I believe should be a simple formula, but I feel like I'm running up against a limitation.

As an example, I have two custom fields:

  • Expected ROI (currency type)
  • Geo (drop down, single select)

My goal is to SUM Expected ROI and then use the "break by" or categories on a bar chart to show the breakdown of Expected ROI by Geo.

Expected ROI sums fine. However, when I add the custom field "Geo" or even the text values from the Geo field in the "break by" area, the chart returns no data.

Is it not possible to take a sum and then break it up by another custom field?

0
3件のコメント
Spot On Innovative Approach Stellar Advice
Avatar

Hi Eric Clark, thanks for reaching out! 🙂 I can see that you're also discussing this with our support team; please expect a reply from our professional services experts too.  

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

0
コメントアクション Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Any chance for a follow-up post as to if this problem had a usable solution? I am curious if what the OP was asking about is actually possible, and if so, what had to change in order for it to be shown correctly.

mdr

0
コメントアクション Permalink
Spot On Innovative Approach Stellar Advice
Avatar

Hi Shawn Flanagan, thanks for reaching out!

It looks like currently, it is not possible to filter an analytics board by two different custom fields at once: https://help.wrike.com/hc/en-us/articles/360036508894-Wrike-Analyze#important.
At the same time, it should be possible to do this with Wrike Reports. You can filter by multiple fields, and also use the grouping option. Eg. you can enable aggregated value on the "Expected ROI" field and group items by "Geo". Hope this is helpful! 

mdr

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

0
コメントアクション Permalink

Folllowing List for Post: Wrike Analyze - custom field value sum and break by not working
[this list is visible for admins and agents only]

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