Reporting on Multiple Select Fields
I've created in intake form where one question is a multiple select field that has three options. Any combination of those three options can be selected. Once the form is submitted, the results are sent to a single field.
I am trying to create a report using this field but in the report results, it is showing the results as a single data point rather than each one individually.
Example: If the field options on the intake form are Team 1, Team 2, and Team 3 and the person submitting the form selects all three, it shows as Team1, Team 2, Team 3 in the field.
In the report, let's say I need to show in a pie chart all projects by teams. For this example, it is returning the result for this project would be one project for 'Team1, Team 2, Team 3'.
The result that I am hoping for is the project to show each team to be assigned to the project individually in the pie chart.
Is this possible? If so, how can I accomplish this? If not, is there a different way (other than making each selection its own field) that I can set the form up to accomplish this?
Thank you!
I am not sure if this is exactly what you are looking for, but you can create a pie chart to count projects per custom field value, and then filter by the name of the field you want to report on. Each wedge shows you how many project that particular field is connected to.
I could really use the same thing, so am hoping there's a solution!
I need the same
Claudio Mennecozzi can you help us?
Hi Therese Forsyth,
your custom field is a multi select?
Because I've the same issue with a multi select with years and if a project is on a single year, no problem, but if a project is cross year (for example 2024 and 2025) custom field report something like that as category options
Pietro Poli It is multi-select! This was one that took me a while to wrap my head around, but we were looking for a way to count the number of projects each stakeholder had. This is where I landed. I actually usually show these in bar and/or column charts. This is the same data set, but with the Project IDs added in.
Thank Therese Forsyth,
in this field
have you made some changes?
Because I see years repeated in categories
Ok! I've found the issue.
It seems that if I use a standard Folder/Project Custom Field Text Value it works.
If I use the custom field created as a dimension is not work.
Jamie Haskins fyi
Hi Pietro Poli that would be correct, but you cannot use any other custom field by doing so. You might have other 2 options to solve this:
- If you want this chart in a Wrike Analyze board, you can embed the categories in the formula filters and not use categories at all. In fact what you are reporting is correct: when using a multi-select field Wrike Analyze will read a multi-selection as an array of values. This means that for a project with the values: Team 1 and Team 2 both selected, the pie chart will show the project in a category "Team 1; Team 2" as opposed to counting the project in both the categories Team 1 AND Team 2:
The workaround to this is avoiding using the multi-select field as a category picker for the pie chart and building a dedicated formula for each of the values in the multi-select field instead:
Make sure that in each formula you filter the result only for the items where the expected value is selected - e.g: if we want to count projects for "Team 3" we create a formula counting projects ID and filtering for all the multi-select custom field combinations where the "team 3" value appears:
As long as you have a limited number of options in the field this is feasible. Should the number of combinations grow too big I'd recommend using the second option, described below;
- If you don't have a specific requirement to host this pie chart in a a Wrike Analytics board, you can use the New Dashboards to build it. Dashboards are natively supporting multi-select fields:
Thanks a lot Claudio Mennecozzi I'll try it.
Jamie Haskins fyi
Thank you Claudio Mennecozzi. The first option wouldn't work for us. In the mulit-select field we have ten options and writing a formula for each possible combination would be too much.
The second option is great though. This will work and I can use that. Just wish that it was available in the analytics board as well.
Thank you everyone for your help!