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
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
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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?
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
Ryan MacAlmon
Lily Chan Is the product team considering this FR as completed? or still In progress until other use cases are delivered?
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Mitch Webster
Lily Chan fantastic. Thank you. Are there any demo videos showing how this works,
Lily Chan
Mitch Webster: Just updated my post with a video!
Lily Chan
Ryan MacAlmon: I will be keeping this FR open as we continue to enable for other chart types. Calc and Bar charts were by far the most top requested charts, but I know there is a need to have the same in Pie and Line charts as well.
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Mitch Webster
Lily Chan I am not seeing this in production? Is there any i need to do to access this?
Lily Chan
Mitch Webster: Only supported types of Formula Fields will show in the dropdown, and the supported types vary based on x-axis, y-axis, or group by. Check out what's supported here: https://help.clickup.com/hc/en-us/articles/14670260184855-Bar-Chart-cards#h_01J2MCD2XFQB273BQK9V3F0B8M
If you have additional questions or are still running into issues, can you please contacts Support? Thanks!
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Mitch Webster
Lily Chan so i can't reference a custom text field in a formula. Confirm this a current limitation?
Also can't reference a rollup field in a formula?
Tried both of these to try and get a dashboard that would have "names" (strings) on the x axis.
Doesn’t appear possible.
Very basic use case.
Lily Chan
Mitch Webster: You should be able to reference a regular text Custom Field in the formula. If you're having trouble with using a regular text Custom Field in the Formula Field that returns strings, and using that on the x-axis, please contact Support. They will be able to either help you resolve the issue, or help us determine if it is a bug.
Referencing a rollup field in formulas is not currently possible. Please vote on this request to help with prioritization - https://clickup.canny.io/feature-requests/p/make-rollups-from-relationships-available-for-formula-fields
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Domingo Echenique
Lily Chan Why only bar charts and not pie charts? :(
Lily Chan
Domingo Echenique: We are still working on supporting formula fields in Pie, Line, and Battery charts - so that is still coming. We prioritized the most highly requested cards first (Calculation & Bar).
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.
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