Calculated custom fields are available on Business and higher accounts.
Calculated custom fields allow you to make calculations based on data from other Wrike fields. The calculated custom fields feature is represented by the “Formula” custom field.
Please note that calculated custom fields and calculations on Reports are two different features that need to be set up separately.
All users, except for collaborators, can create calculated custom fields.
The field is created but not added to the view. To add it, click on the gear icon again and check the box next to it.
You can edit the properties of the created calculated custom field at any time in the Custom Fields page.
You need to write a formula in order to trigger calculations in Table view.
Formula example: ([Custom Field name x]-[Custom Field name y])*2
Add the names of the fields that need to be calculated:
Make sure that each field name is encased within square brackets.
Fields that you can include into the formula:
You can also include constants like numbers, as we did in the formula example above.
*Effort field is only available in Wrike for Professional Services accounts and accounts with Wrike Resource add-on.
For complex formulas with more than two fields, you can also add parentheses to designate the order of operations.
If the result of your formula is numeric – Number, Percentage, or Currency – you can manually change the format on the view. 1
You can add different types of fields to one formula, but the calculated result can only have one type. Let’s say we need to calculate the total payment for an employee who charges per hour:
Formula example: [Hourly Rate]*[Time Spent]=”Currency”
The field [Hourly Rate] has the “Currency” data type, and the field [Time Spent] is set as “Hours.” The resulting field type of this calculation will be “Currency.”
The table below shows which types of fields can be included in formulas together, which math operation can be applied to them, and what the resulting data type will be.
To find out what the result of your formula will be:
If we take formula from the example above: [Hourly Rate]*[Time Spent]=”Currency”.
[Hourly Rate] has the “Currency” data type, and [Time Spent] is set as “Hours.” So, we multiply "Currency" by "Hours".
Note: The order of fields in the formula is important for the resulting type of data. For example, if you divide “Number” by “Hours,” the resulting type will be “Number.” But if you switch the fields in the formula and divide “Hours” by “Number,” the result will be “Hours.”
|* 2||Currency||Number||Currency||Currency||Currency 3||-|
Wrike Tip! You can always check any of your custom fields types in Custom Field Management.
Color-coding allows you to add green-, amber-, and red-colored markers to the result of the calculation. The markers appear on Table view in the calculated field’s column next to the result. This allows you to quickly view which of your projects you need to pay attention to.
Let’s say we need to see which of our projects are outside of the budget limit and by what percentage. So, we divide the actual [Expenses] by [Estimated Budget] and change the resulting type of data from "Number" to "Percentage", as described in Step 3 of writing a formula.
Formula example: [Expences]/[Estimated Budget]="Percentage"
To color-code the calculation results:
When you get back to the Table view, you will need to add the newly created field to the view. For that, click on the gear icon in the upper-left corner of the table and check the box next to the calculated field. After that, you'll see the field and colored markers next to the calculation results in the Table view.
*The name of the checkbox will be displayed as "Add conditional coloring" if the result of the calculation is set as "Percentage" and the "Show progress bar" checkbox is checked.