Formula fields in Dashboard
planned
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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Sigurd Seteklev
Hi!
This is now marked as Planned, but we have built support for formula fields in calculation cards and bar charts. We don't have 100% support yet, but that is planned. We have a lot of things in progress, so please keep posting on the parts you feel are missing and upvote and it'll help us prioritize based on your needs :)
Thank you!
Caroline Ginty
Merged in a post:
It would be nice if there's a greater flexibility on what formulas can be used in calculation custom field and additional analytics/cards that are same with other top tier project management softwares
Jan Roald Triumfante
Paul McGarry
I have saved some very simple formula fields in my list templates but they do not get created when using templates to create a list. This makes automation of project setup impossible
Sigurd Seteklev
Paul McGarry: Lily is this perhaps a bug or a limitation with templates?
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Harry Hodge
Hi, this would be great as currently I cannot use clickup for some processes until this is complete. Thank you!
Sigurd Seteklev
Harry Hodge: Thank you! Are there any specific limitations you are facing?
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Harry Hodge
Sigurd Seteklev I currently cannot calculate efficency or lastest value. I would recommend getting some inspiration from Google Looker Studio as that's what we currently use. The most valuable feature to me would be the ability to calculate an already calculated field and then being able to use this in an automation at the same time. For example, Average Mileage for the fleet at the time an automation is complete.
Julie Babin
Hi Caroline Ginty, I see here we should be able to calculate data from a custom field formula, but it is not an option in my Space, can you please advise ?
Caroline Ginty
Julie Babin Which card are you using, and what is the Formula in question? cc Sigurd Seteklev
Julie Babin
Caroline Ginty Thank you for your reply. I am trying to calculate an average from a Formula custom field in a Dashboard. Idealy, a bar chart per month, if not at least a calculation widget. Thank you for your support !
Caroline Ginty
Julie Babin Thanks for the feedback! cc Sigurd Seteklev
Sigurd Seteklev
Julie Babin: Thank you for your feedback!
Caroline Ginty
Merged in a post:
Formula fields into cards (charts)
M
Manuel Sandoval
Allow Formula fields as metric for charts (Dashboards)
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Levi Bretz
I'm sure this has been said, but I would really love to see formulas using TODAY() able to be used in dashboards.
Sigurd Seteklev
Hi!
This is now marked as Planned, but we have built support for formula fields in calculation cards and bar charts. We don't have 100% support yet, but that is planned. We have a lot of things in progress, so please keep posting on the parts you feel are missing and upvote and it'll help us prioritize based on your needs :)
Thank you!
L
Logan Neave
Sigurd Seteklev can I just confirm on the calculation cards, is it supported yet? I have created an advanced formula field and yesterday I was able to see it in custom calculation measure drop down, but today it is not an option. Any ideas?
Sigurd Seteklev
Logan Neave: No, sorry. It sounds like a bug. We'll try to explore. It's good to report these things to support since they help us triage and prioritize things like this :)
V
Victoria Fox
Sigurd Seteklev Will there be a beta release & sign up for this feature?
Sigurd Seteklev
Victoria Fox: Sorry for the late reply. We often do that, but we will have to plan for that when we start this work again. It depends on the risks we see with releasing the feature :)
Sigurd Seteklev
marked this post as
planned
Mariana Irazu
Sigurd Seteklev �
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James Gill
What the heck...I ran across this video from a year ago clearly showing that I can use formula fields in a Calculation Card. So this feature WAS in ClickUp, and yet the support AI says its not a supported feature.
Wut
Sigurd Seteklev
James Gill: You should be able to use formula fields in Calculation card, but we don't have support for everything yet (see my screenshot).
Can you explain what you are seeing in the UI?
L
Logan Neave
Sigurd Seteklev this is what I was seeing but then it vanished. I was looking to use a formula that is using an advanced formula
Monika LaPlante
Sigurd Seteklev Thank you for all of this information! I am not seeing the "formula" option- was this feature released for everyone?
J
James Gill
Sigurd SeteklevThat's exactly what I'm looking for and see initially, but after I add the formula field it eventually disappears and no longer allows me to select it as a field in the calculation card configuration screen.
I confirmed with Mark in the Technical Support Team that there is an internal development ticket tracking this issue and he verified that this is an open bug.
Here is the Report ID: CLK-869202
I'm not sure what you mean when you say that "you don't support everything yet", but I'm simply trying to average a calculation that tracks the number of NETDAYS an issue has been active.
This appears to be a limitations of Formula fields and specifically, the TODAY() function.
So how am I supposed to calculate the age of a ticket in Network Days as a whole number?
Sigurd Seteklev
James Gill: So how am I supposed to calculate the age of a ticket in Network Days as a whole number?
I don't know. This is one of the limitations we have with the formula fields today. It will be something we look into when we finish this feature.
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Awais Ali
Hi Lily Chan
I'm trying to add a custom formula field as a measure on the Y-axis of a bar chart. However, I'm not seeing the option for formula fields that you showed in your video. This is what I'm seeing:
Thanks for your help.
Sigurd Seteklev
Awais Ali: Sorry about the late reply. The best way to report bugs like this is via support.
Did you find a solution? If not, can you share how your formula is defined?
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