Advanced calculations / aggregate calculations on aggregates in Calculation Card
Matt Keller
On our Dashboard, we don't just want a simple sum or average of specific groups of task. We need some more complexity. We should be able to add to the formula. ie. multiplying a sum of sales tasks by 40% to give us expected close rate or multiply time by average hourly rate.
There are a tons of different applications and uses and when I went to business subscription I thought the calc widget would be a lot stronger.
Log In
Diego Rivera-Diaz
I just spent two days setting up custom fields and workflow logic to roll it up in Calculation cards in a dashboard and visualize our team capacity instead of using an ugly manual worksheet.
Come to find out... the Calculation card can't use any numeric output from the formula fields I just created? And the numeric output of those formula fields can't be synced to a custom field either?
Basically there is no utility to the entire custom formula other than staring at it or MANUALLY copying it to a worksheet to actually use it like a number? And the feature request thread for this goes back FIVE YEARS??
Love Clickup but as is, custom formula fields could literally not be more useless than they are.
Troy Brown
simple things overlooked - is this being looked at ?
Alex Hoang
This is going to be a game changer for a company that operates soley on ClickUp like ours.
Andy Maloney
For example:
Calculate total average hourly rate of a project / folder - fee divided by time estimated and/or tracked
Calculate profitability for different services or deliverables (custom fields)
Andy Maloney
I agree. I also want to be able to make calculations with the calculations cards I already made in my dashboard.
Lily Chan
Merged in a post:
Calculations Card
S
Salwa Elnemer
I want to be able to make calculations with the calculations cards I already made in my dashboard.
Lily Chan
Merged in a post:
Project Status Summary Report
Kay-Leigh Barnabas
Calculate % tasks delivered v. % project days consumed = whether project is roughly on track or not. See the attachment for a better representation.
Lily Chan
Merged in a post:
ClickUp "Data Analysis/Visualization View" with personalized charts and formulas, ClickUp own PowerBI or Data Visualization View
Daniel Andrei Rodrigues da Silva
We need dashboards that perform calculations (average, sum, median, subtraction) and customize charts, later incorporating other types of visualizations. This will enhance our ability to use ClickUp as a strategic tool.
I could present and sell ClickUp much more effectively if I had publicly shareable dashboards within client folders that allow for data analysis. For instance, we could create ClickUp forms with metrics and ratings that clients could provide, but we can't analyze these evaluation ratings without exporting them to a spreadsheet and then creating a dashboard, all outside of ClickUp. Business Intelligence is an area right at the doorstep of ClickUp, as you already have a way to collect data (ClickUp Forms); this data can be easily tabulated (ClickUp Tables). The only missing piece is a customizable dashboard for us to perform calculations, including averages, medians, sums, subtractions, and all the basic chart analyses. With this foundation, we could progress to other types of visualizations. Currently, I rely on Google Looker Studio, but my clients are very fond of ClickUp Forms. However, I lack the ability to showcase the results of using this platform.
ClickUp is meant to be our saving grace, the platform that makes it possible for us to stay within it without needing to access other tools.
Lily Chan
Hi Daniel Andrei Rodrigues da Silva! To help us track votes and prioritize better, I am going to merge your request into this existing one: https://clickup.canny.io/feature-requests/p/advanced-calculations-aggregate-calculations-on-aggregates-in-calculation-card
Can you also vote on this feature request to stay up-to-date on the request for publicly shareable Dashboards: https://clickup.canny.io/feature-requests/p/support-publicly-shared-dashboards
Thank you!
Lily Chan
Merged in a post:
Blending Formulas in Dashboards
K
Kayla Huff
We have a billing Bible we use in ClickUp to track our payments. It would be helpful to create blended formulas to be able to see metrics like Churn, LTV, etc.
Currently we can only use one metric and add filters to the one card. Or we can create some additional custom fields with formulas in the list itself but then it still doesn't transfer over to the dashboard the way we need.
A few example use cases:
- Within one widget have two calculated fields that can be added or subtracted from each other (Cash Collected - Refunds)
- Have multiple calculated fields we can add different filters to ex: Active Clients 30 Days ago - Cancelled status 30 Days ago / count of current tasks in Active Status last 30 days
- Custom Field Cash Collected - custom field Refunds / Count of tasks (filterable by status's).
Load More
→