Wrike Analyze is a paid add-on available to regular users on Business and higher accounts.
Formulas are custom calculations performed on one or more fields in your data. They offer an important way to analyze results and express business logic. Using formulas in your widgets helps you to build expressions on various fields from various objects in your data, for example:
All formulas in Wrike Analyze widgets must return numeric values. You can reference any non-numeric data, but the outcome will still be numeric. For example, you can calculate the difference between Project Start Date and Due Date (duration), but it will be expressed as a number, e.g. number of days.
The table below provides a reference to the main formula functions available in Wrike Analyze.
|Goal||Function||Types and Syntax|
|Perform calculation based on criteria||Measured value||
Value Filters: ≠ , =, >, <, between
Text Filters: Contains, Doesn't Contain, Doesn't End With, Doesn't Start With, Ends With, Start With, Equals, Not Equal
List Filter: Include, Exclude
Ranking Filters: Top, Bottom Ranking
Time Filter: Date and Calendar
|Combine data/apply simple mathematics||Aggregate functions||
Count: Count(), DupCount()
|Summarize data||Statistical function||
Central Tendency: Median(), Model, Largest()
Std Deviation and Variance: Stdev(), Stdevp(), Varp(), Var()
Quartile and Percentile: Quartile(), Percentile()
|Accumulate data||Rolling sum/average||
Sum to Date: YTDSum(), QTDSum, MTDSum()
Avg to Date: YTDAvg, QTDAvg, MTDAvg()
|Compare Time or Trends||Time functions||
Past Periods: PastYear(), PastQuarter(), PastMonth(), Next(), Prev()
Growth Trend: Growth(), GrowthRate()
Time Difference: YDiff(), QDiff(), MDiff(), DDiff(), HDiff(), MnDiff(), SDiff()
You can create and use formulas when adding a widget to your analytics board. To access the formula editor click “+Select data” and then click the formula icon.
The Formula Editor has two tabs - the Data Browser to select fields and the Functions tab to select formula operations. You can create a formula combining one or more function, field and filter(s).
To create a widget based on a formula:
Often formulas must take into account specific criteria. To do this Wrike Analyze provides a feature called Measured Value, which is similar to the SUMIF function in Excel, and performs a calculation only when the values meet a set of criteria.
Criteria for Measured Values may be based on any logical operators in a filter.
To filter the formula:
A common example of Measured Value is referencing a custom field, for example to sum a custom field for all projects, or to display it as column in a Pivot table.
To reference a custom field, you can create a formula that sums custom field value with a filter over custom field name.
To create formula that sums or references specific custom field:
Note: for task custom fields, use “Task Custom Field Name” and “Task Custom Field Numeric Value” instead.
The final formula would look like:
([Total Folder/Project Custom Field Numeric Value], [Filter: Folder/Project Custom Field Name=’Budget’])