Response from Customer

Using fiscal quarter in the MDA

  • 23 January 2018
  • 17 replies
  • 135 views

Userlevel 7
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Hello

I did some due diligence, looked in Community and Support, asked GS Support, so I think my understanding and request are good.

If you are reporting against a SFDC object, you have the option to add filters for "Current Calendar Quarter" or "Current Fiscal Quarter", which can be very different for some orgs.  However, when targeting an MDA object for reporting, I can only do "Current Quarter", which shows CALENDAR YEAR only.

Can we add an option for Fiscal Year?

17 replies

Userlevel 5
Hi Chris,

Fiscal functions (like Fiscal Year, Fiscal Quarter) are not supported in MDA as of now. This is a reporting ask and we have it on our roadmap to support that in the near future. Will update the ETA here as we plan it.

Thanks
Venky
Userlevel 6
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Each company has the fiscal year defined differently and hence this feature is a must needed feature for all reports
Userlevel 5
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This will be a HUGE effort for us to change all the reports and CTA's where we have included CFY in our query. May I ask why this is not supported but offered in the reporting feature?  Can we please expedite this request?
Userlevel 6
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We are considering implementing a work around using a date dimension/object.

Did anyone try this approach?
Userlevel 6
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+1, this is vital for our reporting efforts. Example use case, we want to be able to summarize survey feedback by fiscal quarter with the flattened survey objects in MDA.

Especially important as our fiscal quarters don't line up at all to calendar quarters. Makes reporting very problematic.

Userlevel 6
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Hi Team,

One of our customer is also looking for this feature. For reports on timeline activity , we cannot create a filter on FQ
. They would like to set the fiscal quarter to be aligned with their company's FQ.

Best,

Hardik

Userlevel 3
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We have the same issue.

Userlevel 3
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Irit were you ever able to impliment this?

Userlevel 7
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Hi folks, just wanted to share a little bit of additional detail that might be helpful in understanding the challenges that fiscal periods present.

Today you define your fiscal period in SFDC and that's your system of record. Some organizations have simpler fiscal quarters that are just 3 months in length, while other organizations follow a more precise 13 week quarter with fiscal "months" in duration of 4 weeks, 5 weeks and 4 weeks that add up to a 13 week fiscal quarter.

For some organizations the fiscal year starts on the same day each calendar year, and for other organizations it shifts each calendar year.

Long story short - there is a lot of complexity and variables at play.

In order to accurately represent the fiscal periods (month, quarter, year) in Gainsight, we would not only need the flexibility to define them to match all of the different fiscal periods offered in SFDC, but we'd also need a way to accurately sync those two systems so that if changes were made to a fiscal period in SFDC that those changes were immediately reflected in Gainsight. Tough problems to solve for, right?

The good news is that the engineering teams are working on some solutions for this and it's on our roadmap. :-)

Userlevel 7
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This is a very important feature for anyone who maintains a Fiscal Quarter different than Calendar Quarter. Essentially, it inhibits anyone to make any reporting on Quarter over Quarter completely impossible. Instead of solving for important but edge cases ( re: Dan's post 'For some organizations the fiscal year starts on the same day each calendar year, and for other organizations it shifts each calendar year'), can we try to solve for fundmantal use cases where Fiscal Year can be used? It severly limits our reporting on MDA objects such as Timeline, Survey 2.0, Scorecards and such.

Userlevel 7
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2 years ago: “Fiscal functions (like Fiscal Year, Fiscal Quarter) are not supported in MDA as of now. This is a reporting ask and we have it on our roadmap to support that in the near future.”  

 

Apparently not too near...

Userlevel 4
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This is still painful not being able to run Fiscal dates in MDA. I understand how this is a challenge but logically should have been resolved by now. We are relying more on our custom calendar and makes GS look silly it cannot do this.

Userlevel 5
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We’re running into the same problem where it makes Gainsight look silly and questioning why Gainsight can’t do something. 

Userlevel 7

We do support reporting on fiscal quarters on MDA reports. You can check more details in the release notes here: 

 https://support.gainsight.com/SFDC_Edition/Release_Notes/Current_Release_Notes/13_Release_Notes_Version_6.13_April_2020#Honoring_Fiscal_Year_in_Reporting 

 

What we do support is reporting on standard fiscal settings only 

Standard Fiscal Years

Standard fiscal years follow the Gregorian calendar, but can start on the first day of any month of the year.

Userlevel 7
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@cnichols did you get a chance to view the comments posted by @rakesh? Please let us know if it helped.

Userlevel 7
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@cnichols did you get a chance to view the comments posted by @rakesh? Please let us know if it helped.

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