Understanding Hierarchy in Wrike Analyze

One of the most common frustrations with Wrike Analyze is trying to build a report that shows tasks alongside their parent folder or grandparent project, and getting no data or the wrong data. The reason is specific and fixable once you understand how Analyze stores information.

Wrike Analyze has its own data model, separate from the rest of the platform. Everything is stored in tables, one for tasks, one for projects, one for folders, and so on. Each dimension you add to a report is a column from one of these tables.

Some tables are connected to each other. Project is connected to Task, which is why you can add Project Name and Task Name to the same widget and see tasks nested under their projects. Folder is connected to Task in the same way. Folder is not connected to Project. Adding both Folder Name and Project Name to the same widget causes Wrike Analyze to look for items that are simultaneously a folder and a project.

The three levels of hierarchy you can show

There is one specific data table that handles parent-child relationships: Include Data From. Using Include Data From in a report lets you display three levels of hierarchy: a super-parent (space, parent folder, or parent project), a parent (subfolder or subproject), and tasks.

This means you can show two folder or project levels alongside their tasks. You cannot show four levels, space, parent folder, subproject, task, using native dimensions. You cannot show parent tasks and subtasks in separate columns.

The custom field workaround for a deeper hierarchy

The reliable workaround for more than three levels is a custom field. Create a text field on each project that captures the name of the parent folder, client, or space it belongs to. Fill it in when projects are created, ideally through a request form or blueprint that makes it part of the standard setup.

Once the field exists, you can add it as a dimension to any task-level report. The hierarchy level you need is now in the data as a field value rather than a native dimension. Analyze can work with it in any report without hitting the table connection limitations.

With Wrike Integrate and the ability to build automations, you can automate the population of this field when new projects are created, removing the manual step entirely.

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