Filter by Fiscal Quarter in Rules Engine
None
We would like the ability to filter by fiscal date within the Rules Engine Setup Rule. We have some rules that power MDA and reporting that report only on current FQ. Each new quarter, we have to manually adjust the dates to the current quarter, so this will become unscalable once our number of rules grow.
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FirstDayOfCurrentWeek(), FirstDayOfCurrentMonth(), FirstDayOfCurrentQuarter(), LastDayOfCurrentWeek(), LastDayOfCurrentMonth(), LastDayOfCurrentQuarter() are now available in the transformation task of Bionic Rules. These functions can take Rule date or any date as input.
Apart from these, there are few other date functions that were introduced in fall release. Let me know if this helps.
+1 for calendar quarters as well!
We need the ability to group dates by fiscal quarter in rules engine. Is there currently any way to transform a date into a fiscal quarter/year?
We are considering this as a part of overall enhancements to the rules engine in the medium term horizon.
Any update on a timeline@rakesh ?
Hey Team… I had a chat with a customer on this today. Is there anything we can share at this time?
Frankly I’m really surprised to see Gainsight continue to add new features (i.e. CSQL) when fundamental challenges like this (and plenty of others) still exist.
Would really like to use CQ or FQ in criteria under Rules engine when loading to Gainsight object as well…
For example, if ‘subscription deactivated at date’ equals Current Quarter…
Just adding my +1 to this!
Any news??
Any news??
The status is current@anirbandutta This is planned and is in our roadmap.
The status is current@anirbandutta This is planned and is in our roadmap.
Thanks@rakesh !