Hello Wrike Community 👋
We’re excited to announce a powerful update to automatic calculations in Table View– you can now use Aggregation to automatically calculate totals, averages, and more from selected subitems, right where you need them!
What is Aggregation?
Aggregation enables you to perform automatic calculations, like totals or averages, from subitems and display the results on the parent item (such as a project or folder) in Table View. Unlike a traditional roll-up (which always aggregates from all subitems), Aggregation gives you flexibility to include only the subitems that match specific filter criteria. This way, you can focus your calculations on what matters most!
Aggregation in Table View – Key Highlights 🚀
- Flexible Calculation Options: Choose between aggregating all subitems (Roll-up) or only filtered subitems (Aggregation).
- Custom Filters: Easily set up filters—such as by status, category, or assignee—to only aggregate data from specific subitems.
- Supported Fields: Available for custom fields types - Number, Percent, Currency, Formula, Duration and several system fields such as Duration, Effort, Time Spent, Financial fields, Progress, and more.
- View-Specific: Aggregation is calculated on a per-view basis, so you always see calculations that reflect your current filters and context.
How to Use Aggregation
To calculate values exclusively from filtered subitems, follow the steps below:
- In the Table View, click the three-dot menu in the desired column heading. Select Calculate subitems.
- Choose the item type (Tasks and Projects, Tasks only, or Projects only).
- In the “Calculate values of” section, choose Filtered subitems only.
- Confirm your selection, then specify your subitem filters (e.g., “Status is In Progress”).
- The parent item will instantly display totals or averages based on just those filtered subitems!
💡Tip: You can also activate aggregation directly by clicking the calculation icon in the cell you want to aggregate.
To turn off aggregation: Repeat the steps above and select Turn off all calculations.
Additional Notes
- Aggregation is display-only: The calculated values appear in Table View, but are not stored, keeping your data up-to-date and dynamic.
- Large Tables: For tables with over 1,000 items, calculations may take a few moments as they update in the background (watch for the refresh icon 🔄).
To check all the details, be sure to visit our Help Center article. We’d also love to hear what you think! 💡 Please share your thoughts and feedback in the comments below. 👇🏼
