The ability to create Aliases in Report Builder has been an awesome update– I find myself using it more and more to make reports/charts easier to digest for people that aren't as close to data and field lables as our GS admin team.
One thing I wish I could do though is use duplicate values in the config as a way to group different values in a chart. I could certainly get around this by adding fields to object and populating with "groupby" values that I'd want to use, but being able to do so in Report Builder would allow for faster, more ad hoc report customizations.
One example I've run into, pictured below, is reporting for surveys (from a custom SFDC object we sync responses to). We send several surveys to our customers, and I would like to report on responses by on product. But since each of our products has mulitple surveys associated to them, the only way I can do so is to create a new field that I want to use as the "By:" field and populate via rules. This sort of get wonky in between rule runs, but for the most part works. But I think being able to duplicate Aliases would keep the report from having "stale" periods between rule runs.
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Hi Pele,
Aliases feature in report builder is just a label update or text update to make the reports more readable for varied audiences.
The usecase you mention is definetly a valid one. I think more generally allowing users to bucket the values in report builder itself will make it easier to build ad-hoc reports. Let me know if you agree with this!
We plan to add this functionality in medium term.
Aliases feature in report builder is just a label update or text update to make the reports more readable for varied audiences.
The usecase you mention is definetly a valid one. I think more generally allowing users to bucket the values in report builder itself will make it easier to build ad-hoc reports. Let me know if you agree with this!
We plan to add this functionality in medium term.
Hi Rakesh– thanks for the response! I think you nailed it. I was kind of trying to hack the feature to use it as a roundabout way to bucket values. And if this functionality is somewhere down the line that would be amazing :)
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