Calculated fields in Report Builder
CS Reports & Dashboards
It would be nice to be able to create a calculated field in report builder similar to the calculated fields you can create in the rules engine. Currently I have a customer that needs to report on retention. They would like to be able to take the sum of one field and divide it by a number to report on one column. Then be able to display this quarter by quarter.
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Being able to create (even basic) calculated fields in the Report Builder would give me significant flexibility/power to show attainment metrics (of allsorts) quickly and easily in reports and dashboards.
Right now I'd have to build a rule, along with data fields, to store the attainment metrics, but even this wouldn't work for the use case described above (where we want to see that relative measure based on values that are grouped by quarter, month, week, etc).
Our executives and managers care about these types of attainment metrics, and often want to see these metrics aggregated/grouped by some time period. By deploying this feature, we will definitely see greater executive and sr. manager adoption of the platform.
Thanks for considering! Please let me know if I can provide additional details about our use-case.
I am comparing two dates that are available on MDA object and want to return the difference in number of days on the R360.
The bionic rule ran successfully but the new field is not to be seen on the MDA object.
Is there something that is missing ?
The Report Builder now offers a new functionality called Formula Fields. With Formula Fields in Reporting, admins can instantly create a formula field in Report Builder, based on their business requirements. These reports can then be consumed in all other functionalities of Gainsight, like: Dashboards, C360/R360, Success Snapshots, etc.
Currently, in Gainsight, admins can also create Formula Fields in Rules Engine and Data Management, and can use them in reports.
You can create Formula Fields of String, Date and Number Data Types.
Formula fields can be applied only on MDA objects and you cannot create formula fields on the following objects: Email Logs, Email Raw Events and Unsubscribed Emails.
Please follow this article for more information.
Is there another way I'm not thinking of to actually calculate NPS within Report Builder?
I'd love to be able to do the same thing with our CSAT survey responses in Report Builder. Right now, we can show the percentages of responses ranging from (Very Dissatisfied) to (Very Satisfied). I'd love to be able to add the "Satisfieds" with the "Very Satisfieds" to create one Satisfaction percentage.
We released an update in our June patch release that allows you to calculate the NPS of a given segment or cohort in reporting. See this help article for more details. https://support.gainsight.com/Surveys/Examples_and_Tutorials/Calculation_of_True_NPS_on_Survey_Responses