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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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?

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.

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.

Lily Chan

Junaid Tahir

I want to use this feature kindly suggest how can I please since option is not available.

Hemant Kumar

Junaid Tahir: Please sign up for early access and we'll notify you when we start the Beta (~ 1-2 weeks).

Please note that workspace ID is a number

Where to find workspace ID: Go to your Home and see the URL. The "xxx" in the URl is your workspace ID "https://app.clickup.com/xxx/home"

Enrique Villalobos

Hemant Kumar, could you please give me access? I completed the form.

Junaid Tahir

Hemant Kumar Done, please allow me access as I have completed the form.

Eric Reger

Hemant Kumar If you are still running the beta, please provide me access. I have just completed the form. Thanks so much!

Hemant Kumar

Hey - we'll be refreshing the Beta list every Monday. And very soon we're planning to go 100% GA

Letícia Martins Mendes

Hemant Kumar I signed up for the beta version! Waiting to test it, as the calculation card with formulas will be very useful in my daily life.

Hemant Kumar

Letícia Martins Mendes : Thanks ! We're starting the GA rollout this week and this should be available to everyone in a week. Look forward to your feedback

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