Formula fields in Dashboard
in progress
Eva Shapiro
Hello! Can I use formula fields too in my Dashboard, in such widgets like Bar chart, etc? Now I only can use money fields, but would really appreciate adding Formula fields too!
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Hemant Kumar
Hello everyone !! Excited to share that Formulas in Dashboards (Calc card) is now available to everyone ! Thank you all for the feedback. We'll be working on Formulas in Bar charts next
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Lisa Barton
Yes - I too need the ability to pull a formula field into a bar and line chart!
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Maria Paula Ruiz
Helloo! It would be amazing we could create formulas directly in the dashboard panels, so we can have more precise data. Thank you!
Junaid Tahir
Hello Hemant Kumar,
By any chance do we have Beta access for Formulas in Graphs, Bar Charts?
Hemant Kumar
Junaid Tahir: Formulas in Bar charts is actively worked upon. Not in Beta.
PS - We rolled out Formulas in Calc card to everyone
Lily Chan
Lily Chan
Angela McMillan Thank you for your feedback! Once we enable formula fields in Bar Charts, this should be achievable. I'm going to merge this into the Formulas in Dashboard request.
Kristine
I've already spoken with support about this, but not all my formula fields are showing up because according to support, "only math-returning Formulas are supported for use in Dashboards." The one I'm missing calculates a percentage, so I guess I'm at a loss as to why that particular formula isn't included as an option to choose from when setting up a calc card in my Dashboard.
Any chance ALL formula fields will be supported in Dashboards at some point? The way it's working/not working right now feels a bit arbitrary and limiting. Thanks.
Ben Wymer
Trying to make a Calc card happen. Out of a number of numeric formula fields, only one is appearing. I have tried to work the formulas but does not show up. Is there some special trick to making these appear as an option on he dashboard?
Hemant Kumar
Hello everyone !! Excited to share that Formulas in Dashboards (Calc card) is now available to everyone ! Thank you all for the feedback. We'll be working on Formulas in Bar charts next
Paul Charpie
Hemant Kumar Hurray! That's been really great so far. Did you guys happen to get the bug I reported about not being able to use TODAY() in a formula field in the dashboard?
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Loretta Yerkes
Hemant Kumar this is a great improvement! It would be helpful if we could also use the formula field as a filter. Example: I want to see what my average days to live is for a specific product using a formula field that calculates days from contract signed date to live. I also want to use this formula field as a filter to show me the count of how many tasks went live within 60 days vs. tasks that went live 61 days+.
Kevin McDonald
Hemant Kumar Thanks, Hemant! Is there an ETA on when the next phase of Formula fields in Dashboards will roll out?
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James Guitard
Hemant Kumar I'm not super impressed with the way Formulas in Calculation Cards has been implemented. The functionality is quite limited, and doesn't allow for the kind of global formula calculation that would be most commonly used.
For example, the most obvious thing I would want to put on a project management dashboard would be (for all tasks in a list):
- Total Time Estimated [sum(Time Estimated)] -> This Works
- Total Time Tracked [sum(Time Tracked)] -> This Works
- the difference between those two, ie. [sum(Time Estimated) - sum(Time Tracked)]. -> This does NOT Work.
That global difference calculation is impossible to calculate with the current functionality. It can only sum (or count, avg, median, min/max, range) formula fields for items in the list, but none of those operators allows us to do the above formula. The current approach only allows: [sum(Time Estimated - Time Tracked)], which is not the same math result.
In the screenshot, you can see the obviously wrong math. The formula field is: [Time Estimated in hours] - [Time Tracked in hours]. The 'Sum' of the formula field therefore is [sum(Time Estimated - Time Tracked)], but that is NOT the calculation required here.
Hemant Kumar
James Guitard: Thanks for the feedback. This is in our backlog. To improve formulas experience in dashboard, our first priority is to support more chart type and formulas (beyond number). Then as a next step, we plan to introduce formulas across cards.
Hemant Kumar
Kevin McDonald: We're actively working on Formulas support on bar chart. I don't have a specific ETA but targeting end of May tentatively for this
Kevin McDonald
Hemant Kumar Thanks for the update!
Claudio Valerio
I really need this in Bars graph too, since I need to know how much time each assignee needs to complete their tasks.
Hemant Kumar
Claudio Valerio: For bar graphs, this is planned and being worked upon.
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