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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Lily Chan
Hi Everyone! We have rolled out into Production 100% Formula Fields in Bar Charts! For more information, check out the Help Center article: https://help.clickup.com/hc/en-us/articles/14670260184855-Bar-Chart-cards
Sunny See
Any update for this feature? would like to have formula fields to be displayed in pie chat!
Barbara Szwabowski
Lily Chan Has the option of adding a formula to workload - particularly on the Team View - been discussed yet??
Lily Chan
Hi Barbara Szwabowski! It looks like there is existing canny requests related to adding Formula fields in Workload view: https://feedback.clickup.com/feature-requests/p/track-formula-custom-field
Please vote on this and comment on your particular use case.
For Team view, it doesn't look like there's a canny request for adding formula fields to that one yet, so please submit a new one for the Team view category.
Barbara Szwabowski
Lily Chan Thank you for the quick reply!
Drew Griffiths
Hi!
One thing I noticed is that you can't select a formula field in a calculation card that is setup on a space level. Will this also be included when this is finished? Or any update on when this part of the feature will be included?
Lily Chan
Merged in a post:
Pie chart group by formula
J
Jonathan Cocuy
it has already been included in the bar chart, but it is not in the pie chart.
Lily Chan
Merged in a post:
Reporting calculated field
Mehul Desai
On the dashboard, while we try to get the pie chart or bar graph with x-axis as status and then try to add some calculated field (which is result of some basic math operation of number fields, for example, multiplication of a number and money field) on y-axis, the field doesn't even show/appear. Is there a work around or perhaps should this be a new feature?
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Adam Bebbington
Can we get Formula Fields in Dashboard Filters (Card and whole dashboard). I know we can filter lists based on Formula field values but would be good to have this functionality added to dashboards as well so we can filter the charts to specific formula values/ranges
Alex Rizea
Lily Chan is this not working with formulas that use Money custom fields? (i.e. Time Tracked x Billable Cost ($)
Lily Chan
Alex Rizea: For Calc card and Bar charts, Formula fields that use Money custom fields should work. Please contact support if it's not working for you - they should be able to help resolve the issue. Thank you!
Jaiden Capra
Lily Chan the same use case (Number x Money) is also not available for us in Calc or Bar Chart (Y-axis) cards at the folder or space level
Eduardo Guizellini Pinto
I need this, for God's sake
Kevin Hamersley
Really need this
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Claire Albrecht
Just tried using the new Formula Fields in Dashboard tool, but unfortunately there is still part of the puzzle missing:
In order to be able to effectively use a formula field in a dashboard, we need the formula field to be used across lists.
Use case:
Tracking audience numbers for events we've delivered across various programs. Each program has an event list, with separate AUDIENCE LIVE and AUDIENCE DIGITAL column. Since we report to funding bodies on both of these, but also report on our AUDIENCE TOTAL numbers across all programs, we have a dashboard which calculates total AUDIENCE LIVE and AUDIENCE DIGITAL numbers, but we cannot currently have a formula column that is used across lists to calculate the total of the same two columns, so we cannot have a reporting for AUDIENCE TOTAL on the dashboard using that custom field. Having a separate formula custom field for each wouldn't be useful.
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Marcus
Claire Albrecht Is there already a solution to this? We're having a similar issue.
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Claire Albrecht
Marcus Not yet! Lily Chan is this on the radar?
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