Formulas in REports 2.0
CS Reports & Dashboards
I need to build some formula fields in a report like we do for salesforce but unable to find this function in report 2.0. Do i have to used a custom field on the object to do this? Basically working on replacing some excel pivot table reports and want to expose them in Gainsight Dashboards for exectutives.
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Right now Gainsight does not offer the ability to build formula fields on the fly into Reports 2.0. You would have to build this into the object directly. I am going to convert this into an idea so that our product team has visibility into this request and can further comment.
Thanks!
Team has started investigating this requirement. I shall give you an ETA by mid march. In the meantime, can you provide me the list of your top use cases with formula's in reports?
Thanks!
I'll chime in with a couple of use cases for us.
1) As of today we cannot create a 'dynamic' formula at the report-level. By this i mean something that is calculated on the fly vs. persisted. This requires some significant changes to our backend in terms of the querying which we are doing over Spring and Summer. The first dynamic formula field will be focused on goals, then we will look to provide more generic formula fields.
2) In the meantime, for SFDC you can create formula fields, and use rules engine to populate them.
3) Over the last couple of quarters we have released and provided enhancement to similar formulae fields in MDA.
So, I just need a simple count of Contacts, grouped by two fields:
- Status
- Is external ID null?
For the purposes of a simple report, I'm not going to make a custom field on Contacts to do the 'is null' calculation. Instead, I have to generate the giant list of Contacts, export them (and then wait for it to arrive via email), and use Excel to Pivot 'em.
I'm surprised we're unable to create formulas in reporting; This should be a basic function, as it is in most other tools.
Because of the effort it takes to populate a formulated field, it doesn't make sense for half of our reports to be inside of Gainsight at this point. We're moving quickly and don't have time to spend an hour, give or take, in Gainsight when we can spend < 5 minutes in our analytics tool and have what we need.
Thanks
Venky