Calculation cards

Calculate data, like profit and loss, actual versus estimated time, or cost of parts and labor. Display the info in a Dashboard to provide an overview for your clients or organization. 

You can use Chart drill-down view to see more detail. 

 

Feature availability and limits vary by plan and user role. Learn more

Create or edit a Calculation card

The options chosen when creating the card determine the data reported and how it displays on your Calculation card.

The data displayed on cards depends on the locations you select and the availability and use of features. 

To create a Calculation card:

  • Create a new or open an existing Dashboard.
  • From a new Dashboard, click + Add card. From the Add card modal, select Custom, then Calculation card. Configure your card settings.
  • From the upper-left corner of an existing Dashboard, enable Edit mode. Then hover over the upper-right corner of the Dashboard and click the Settings icon. From the Edit card modal, edit your card settings.

Configure or edit the following settings:

  • Name: You can name your card or rename it later. 
  • Location: Choose which Space, Folder, or List data to include in the Dashboard. You can also select all locations. 
  • Field: Select a field. 
    To use sprint points, the Sprint Points ClickApp must be enabled at the Space level for each selected Space, Folder, or List. For data to be displayed, at least one task in the selected locations must have sprint points set.
    To use a Formula Custom Field, select Formulas
    • Currently, number Formula Fields are supported. 
    • Only supported fields will show in the Field dropdown.
    • If you create a Calculation card and add non-numeric values to a formula field later, the card will no longer calculate using that field. 
    • Calculation cards do not support the advanced calculation function TODAY().
    • A Formula Custom Field must be created in the location you're reporting on. 
  • Function: Display the calculation as one of the following mathematical functions:
    • Sum
    • Count
    • Average
    • Median
    • Min
    • Max
    • Range
  • Unit: Display the function in one of the following units of measure:
    • None
    • $
    • %
    • Custom
  • Left, Bottom, Right: Display the unit of measure to the left, right, or below the number. 
  • Include subtasks: Include subtasks.
  • Include archived: Include archived tasks.
  • Include closed: Include closed tasks in your data.
  • Include Tasks in Multiple Lists: Enabled by default. The Tasks in Multiple Lists ClickApp must be enabled and used in the chosen locations. 
  • Show Subtasks in Multiple Lists: Enabled by default. The Subtasks in Multiple Lists ClickApp must be enabled and used in the chosen locations. 
  • Filter: Use filters to refine the data included in your chart. 
  • Click Save to create or update the Calculation card.

Calculation card options

Once your card is created, you can hover over it to reveal several options in the upper-right corner. Your Dashboard must be in Edit mode to see all options. Enable Edit mode in the upper-left corner of the Dashboard.

Options include:

Card setting Description

Refreshed

The time since the last refresh displays. Hover over the label to display the exact refresh date and time.

Refresh card

Refresh the card's data immediately.

View in full screen

View the card in full screen.
Filters Filter the tasks shown on your card.
Settings Open to edit the card settings.
Ellipsis ... menu

Click to display the following options:

  • Duplicate: Create a duplicate chart on the same Dashboard.
  • Show legend: Show the values in the x-axis below the bars. 
  • Export: Select from file types PDF, PNG, JPEG, SVG, or CSV.
  • Delete card

Drill-down into a Calculation card

Drill-down to display a List view of the tasks this data was pulled from.

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