[From Wrike] Project Progress in Wrike Analyze
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Project Progress in Wrike Analyze
Hey Community,
This is Herine from Wrike Customer Support once again, your Wrike Analyze wizardย ๐
Let's chat about "Project Progress" in Wrike Analyze.
Even though the built-in Project Progress isnโt part of Wrike Analyze, don't worry, we can easily recreate it using formulas. All it takes is understanding which metric your projects are using, then matching it within Wrike Analyze.
Completed tasks
This metric is the most common one and itโs used in the template widget โProject listโ:
You can see the formula if you edit the widget and the value โ% Task Completionโ:
This is simply dividing the total number of completed tasks by the overall count of tasks. Here, the [Task Status Group1] ย filter is set to 'Completed'.
The second filter is set to 'Active & Completed', but feel free to leave it out if you'd like to keep deferred and canceled tasks too or move it to the widget filters if itโs relevant for other formulas as well:
Duration of completed tasks
Though this metric might seem a bit more complex, rest assured it becomes simpler once you've mastered the first one. It works by dividing the sum of the duration of the completed tasks by the total duration of all tasks. When it comes to Wrike Analyze, we need to add up task durations as well:
([Total Task Duration (days)],[Task Status Group])/[Total Task Duration (days)]
Just like before, [Task Status Group] is filtered to 'Completed'. You can add a second filter, 'Active & Completed', to omit canceled and deferred tasks from the calculation.
Remember, you could apply this filter directly to the widget level instead of the formula. Itโll keep the formula looking neat for future reference.
Tasks and duration average
The final metric is an exciting mix of the first two: it takes their results, adds them up, and then divides that by two. Let's replicate this in Wrike Analyze:
((COUNT([Task ID]),[Task Status Group]) / COUNT([Task ID])
+
(([Total Task Duration (days)],[Task Status Group])/[Total Task Duration (days)]))
/2
Again, as in the first two examples, you can add a 'Status Group = Active & Completed' filter either to both the denominator elements or to the widget filters.
And voilร ! This wraps it up. I hope these insights will serve your reports well. Happy analyzing! ๐
Herine Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online
Herine Wrike Team member Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online
Thank you so much for this, Herine!
This is fantastic and I will try it! Thanks!
Amazing!ย I've been searching for a way to do this!ย Thank you!
I tried to do that with effort instead of duration but the system replies with an error message.
Is there any reason I can't seem to do it with efforts?
This is very helpful, thanks! Is there a way to show project progress changes over time (e.g. weekly changes in the %)?ย
Grรฉgory TERRIEN there might be some error in the syntax, could you please take a screenshot of your formula?
Cynthia Sperry happy to help!:)
Absolutely, you can track project progress by reporting on changes in task completion times. Here's a helpful guideline for creating a line chart based on the first metric, which is task count. It is also similar to the one used in the template burndown widget.
The formula is almost the same:
The key difference is RSUM and ALL functions.
RSUM is the running sum, it includes the tasks completed during the previous weeks for each week on the X-axis too.
The
ALL([Weeks in Task Completion Date])part acts as a filter for the formula's denominator. I'm using [Weeks in Task Completion Date] because that's what is placed on the X-axis: this way the denominator will include all the tasks regardless of their completion date. The dimension and grouping in the ALL function should match the dimension on the X-axis: for example, if the chart was grouped by days, then it would have to be [Days in Task Completion Date][Task Status Group] is a filter set to Completed:
You can customize the display format by clicking the calendar icon on the right side of the [Weeks in Task Completion Date] dimension. If you click the info icon, you can display the guidelines for formatting. My preferred format is dd-mm:
Moreover, you can apply a custom filter to show a specific number of weeks. In my example, it's the last 10 weeks. To achieve this, start by selecting "This week" in the "Timeframe" filter section.
Then, switch to "Advanced" and change the "count" value from 1 to 10.
If you wish to exclude the current week, set the "offset" to 1 instead of 0.
You can also filter this report by a specific project.
I hope this helps!
Herine Community Team at Wrike Wrike Product Manager Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online
Herine Wrike Team member Aprenda sobre as funcionalidades e melhores prรกticas em Wrike com o nosso Treinamento Webinar Online