Calculated fields in Report Builder

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  • Idea
  • Updated 2 weeks ago
  • Under Consideration
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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Chris Mudd, Employee

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Posted 8 months ago

  • 21
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JohnPaul Dicks

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Thanks, Chris! 

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.
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Dan Ahrens, Official Rep

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Hi folks - this is a very valid use case and is currently being considered for development. No definite ETA on arrival yet. 
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JohnPaul Dicks

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Thanks Dan! Please keep us posted :)
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Kate Green, Champion

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Agreed - my use case would be to compare two dates and return the difference in number of days (positive or negative).
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Jivesh Upadhyay

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Hi Kate, I have a similar use case. I referred to this KB article - https://support.gainsight.com/Rules_Engine/Admin_Guides/Using_Calculated_Fields_in_Rules and I have a few doubts. Wondering if you faced the similar issues?

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 ?
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Matthew Lind, Champion

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I've bumped into several recent use cases where a Calculated Field would be helpful on a report. Now that I've become used to Bionic Rules, I find myself missing similar feature sets (Transform, Pivot, Merge) when I'm over in Report Builder.
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Spencer Engel, Employee

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I find myself often needing to compare two fields together too. For example, comparing two date fields to one another. Not having that ability in the report builder makes validating results that I've generated in the rules engine more cumbersome.
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Michael Sweeney, Employee

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Another customer has reached out to me today wondering where in the roadmap is the ability to create a calculated field in the report level. It would be very helpful and help them them from having to create new MDA tables, pivot data, and add more rules.