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!
Log In
Lily Chan
[EDIT on JUL 22] We are closing the beta form now. Due to the feedback we've received so far, and no major blockers encountered, we will be rolling this out more broadly soon. Stay tuned!
Hi Everyone! We have kickstarted the beta for Formula Fields in Bar Charts! Those that filled out the Form by July 11th have their Workspaces enabled. But please still keep signing up for the beta using this Form - we will continue to accept additional Workspaces: https://dev-forms.clickup.com/333/f/ad-1481665/BW3VCJMNMTX08KEPE4
Lily Chan
Merged in a post:
Add a formulas to bar charts
Philippe Feracci
Hi,
We have created a template for HR that we are selling as an alternative to mass-market HR software (we have been able to produce 90% of what they offer). We are struggling with dashboards to prepare all the reports HR and decision-makers need to have.
We want to be able to use bar charts and use it with formulas. We created the formula below with age ranges where we would like it to be used on the X axis and having the Y being the number of tasks grouped by gender.
It would not look like a pyramid of ages but it would allow decision makers to have it in a report.
If you can develop a variant of the bar chart allowing to set on a Y axis categories (including formulas) and show 2 sets of data one on the left side and the other on the right side it would be great (or just using a drop-down or tag and selecting two values to compare)
Formula for creating age ranges using the date of birth :
SWITCH(TRUE, ROUNDDOWN(DAYS(TODAY(), field("📅 of birth"))/365, 0) <= 19, "15 - 19", ROUNDDOWN(DAYS(TODAY(), field("📅 of birth"))/365, 0) <= 24, "20 - 24", ROUNDDOWN(DAYS(TODAY(), field("📅 of birth"))/365, 0) <= 29, "25 - 29", ROUNDDOWN(DAYS(TODAY(), field("📅 of birth"))/365, 0) <= 34, "30 - 34", ROUNDDOWN(DAYS(TODAY(), field("📅 of birth"))/365, 0) <= 39, "35 - 39", ROUNDDOWN(DAYS(TODAY(), field("📅 of birth"))/365, 0) <= 44, "40 - 44", ROUNDDOWN(DAYS(TODAY(), field("📅 of birth"))/365, 0) <= 49, "45 - 49", ROUNDDOWN(DAYS(TODAY(), field("📅 of birth"))/365, 0) <= 54, "50 - 54", ROUNDDOWN(DAYS(TODAY(), field("📅 of birth"))/365, 0) <= 59, "55 - 59", ROUNDDOWN(DAYS(TODAY(), field("📅 of birth"))/365, 0) <= 64, "60 - 64", ROUNDDOWN(DAYS(TODAY(), field("📅 of birth"))/365, 0) <= 69, "65 - 69", "70+")
If need be, we would be happy to present our app to your team at ClickUp for collabs.
![](https://canny.io/images/6408981ead1b61e7cef341f973c94ed6.png)
Lily Chan
Philippe Feracci Thanks for your feedback! We are actually rolling out formula fields for bar charts soon, but this first iteration doesn't support dynamic date functions like TODAY() yet.
I'm going to merge your request into the other one so you can stay up-to-date, but could you also please vote on this request so that you can help us prioritize support of dynamic date functions?
Lily Chan
Merged in a post:
Allow Formulas as Axis
B
Brooks Gray
When building out a dashboard, it would be great to have the ability to use formulas on an axis. For example, I'm using a simple formula to calculate commission for our sales team based off of money collected. I want to create a simple bar chart that shows commission grouped by months, but I can't show it because I don't have the option to select a formula field.
J
Javier Benson
Does the product feature being delivered include functionality that allows for filtering by a formula field within a dashboard?
Lily Chan
Javier Benson: It won't include filtering by the Formula Field within Dashboards, yet in order to prioritize the major use cases first.
I just created this new canny request for filtering by Formula Fields.
Could you please vote on it to help with prioritization? https://clickup.canny.io/feature-requests/p/filter-by-formula-fields-in-dashboards
Lily Chan
[EDIT on JUL 22] We are closing the beta form now. Due to the feedback we've received so far, and no major blockers encountered, we will be rolling this out more broadly soon. Stay tuned!
Hi Everyone! We have kickstarted the beta for Formula Fields in Bar Charts! Those that filled out the Form by July 11th have their Workspaces enabled. But please still keep signing up for the beta using this Form - we will continue to accept additional Workspaces: https://dev-forms.clickup.com/333/f/ad-1481665/BW3VCJMNMTX08KEPE4
D
Dvir Geva
Please can these formulas include TODAY() related calculations? This gives so much power with aging tasks and presenting them accordingly. That would be awesome.
Lily Chan
Dvir Geva: This first iteration won't include formulas that use dynamic date functions yet, because of the increased complexity. But this request is definitely on our radar. Could you please vote on this canny request to help us prioritize it: https://clickup.canny.io/feature-requests/p/grouping-sorting-and-filtering-column-calculations-for-formulas-that-use-dynamic
Lily Chan
Hi Everyone! I'm excited to share that we will be starting a closed beta for Formulas in Bar Charts soon. If you signed up previously for the beta for Calc Cards, you will be included automatically. If you haven't yet, or you're not sure, please fill out this form: https://dev-forms.clickup.com/333/f/ad-1481665/BW3VCJMNMTX08KEPE4
Stay tuned - I will post back here once it's been enabled for early access Workspaces. Thanks!
![](https://canny.io/images/086acd03e5e47626fb6b18fdfc870cb0.gif)
![](https://canny.io/images/557f3199c0e03cb6e78fdd1ec74600cf.gif)
E
Evan Olson
Hi Lily Chan, will this include formulas utilizing the TODAY() function?
Lily Chan
Evan Olson: This won't include formulas that use dynamic date functions, but that request is definitely on our radar. Could you please vote on this canny request to help us prioritize it: https://clickup.canny.io/feature-requests/p/grouping-sorting-and-filtering-column-calculations-for-formulas-that-use-dynamic
Thank you!
P
PageProof
Lily Chan, the form doesnt seem to work, or is it just me?
Lily Chan
PageProof We've been getting Form submissions yesterday and today, so the Form is working. I'll send you an email to get your info directly if you're still having trouble.
Lily Chan
Merged in a post:
Use calculated fields on custom graphs
T
Talles B K S Lessa
Thats great that we can use formulas to create calculated fields, however as of now we cannot use those fields as parameters for custom graphs.
When selecting the data to be used for the graphs there is this text stating that we can use any data however we cannot select any calculated field as a data source.
Would be great to have real custom graphs, that we can set any data we want and any graph layout we want. As of now, unfortunately, we can only view calculated fields on a tabular view...
S
Shobha Srivas
Yes - for custom graphs, it would be critical for us to be able use custom fields/calculated fields
Lily Chan
Merged in a post:
Allow adding Formula field to the Y axis on the Bar chart widget
Sanja Djurdjevic
Now that you have implemented the ability to add formula field to the dashboard, it would be perfect if we could use it in other widgets, not only the Calculation widget. I think it would be particularly helpful in the Bar chart.
![](https://canny.io/images/43ca9890f8feda33935d66b91345c09e.jpg)
Load More
→