Group by using numeric and calculated fields in reports

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  • Updated 2 months ago
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Jahnavi, Champion

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Posted 3 months ago

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Sai Ram Pulluri, Official Rep

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Hi Jahnavi, For the second part of the question are you referring to Formula fields in Reporting, here is the similar ask.

For the First part of the question, could you please share us the use-case,where you need a numeric field in Groupby.

Since its a new enhancement request, changing this to an idea post.
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Jahnavi, Champion

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I was looking at  a use case to count number of customers that fall in the range of 100-200 for metric x
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Ben, Champion

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Right, this would be similar to "bucketed fields" in standard SFDC reporting. You can define a range of values to bucket accounts into and then compare that against a different value on the y axis. SF DC reporting is gross (non lightening/wave), so it would be nice if this was doable in Gainsight.
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Dan Ahrens, Gainster (employee)

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Hi Jahnavi, 

If I understand your use case correctly, you want to show the number of customers for which the value of a given metric is 100-200, right?

You can do this by setting the account name field in the report as an aggregation (count distinct) and in your filters, apply these two with an and condition linking them: "metric > 99" and "metric < 201".

This should give you a number of customers where that condition is met. 
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Jahnavi, Champion

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Thanks Dan, I guess this would work for a widget but not a bar chart right?
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Dan Ahrens, Gainster (employee)

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You could show this data using a bar chart visualization if you add a field to the "By" section to give you more than one numerical value to report on. 

So, for example you could apply the same logic: setting the account name field in the report as an aggregation (count distinct) and in your filters, apply these two with an and condition linking them: "metric > 99" and "metric < 201". And add a field like "Region" to the "By" area, for example. 
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Jahnavi, Champion

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I have a calculated field say ABC which is nothing but some percentage. I would like to count number of customers and group by ABC. This should automatically prepare ranges and count the number of customers in each range