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In Wrike, there are two types of automatic calculation for custom fields:
custom field data rollup
custom field data aggregation
The two produce similar results, but they work very differently.
Custom Field Data Rollup |
Custom Field Data Aggregation |
---|---|
Used to automatically fill in a project’s custom field based on the custom field values of its tasks and subtasks. |
Used to calculate the sum or average of all custom field values for all projects, tasks, and subtasks that you add to the Table view currently. |
Automatically calculates custom field values of tasks and subtasks within a project, and sets the result of the calculation as the project’s custom field value. |
Calculates the custom field values and displays them on the Table view. |
Can be enabled in the project’s info panel and on Table view. |
Can be enabled on Table view. |
The type can’t be changed from the Table view because it depends on the custom field’s setting. Y ou must edit the custom field and change the default aggregation type. |
You can change the type to Sum, Average, or None right on the Table view. |
On Table view, you can enable custom field data rollup and custom field data aggregation at the same time. For example, you might want to see both a sum and an average for a selection of data.