Hey Team - I've been working on building out some reports that require me to have a couple different joins on data. Specifically, I wanted to duplicate a column in an MDA Object so I could perform a different join.
In SFDC, this could be accomplished easily with a formula field with a string operation. From a previous thread, we don't have those.
I tried to build a Rule that literally copied a field from one column to another ... but that fails.
Ultimately I had to create a rule based on a wholly different object. Pretty inefficient overall because this query looks at a lot more data.
Whatever the case, I'm doubling-down with my assertion that we need to allow some string operations in the MDA. Would avoid having to make even more rules.
MDA - Formula Fields / Strings
+1 on more complex formulas (including date and string/text outputs). I know the product team is aware and think things are already in motion here.
Surprised your rule failed? I've made this work in the past (duplicating column data using a rule).
Also, interesting that your needing multiple joins from a single field. I haven't had this come up for me, curious what you're doing that requires this? Do you think we'll see more of this in the future?
Surprised your rule failed? I've made this work in the past (duplicating column data using a rule).
Also, interesting that your needing multiple joins from a single field. I haven't had this come up for me, curious what you're doing that requires this? Do you think we'll see more of this in the future?
This case may be weird. I'm trying to do two separate joins against an email field. If you want to look in GonG, the object is "LMS Course Agg" and reports are in the "Training" folder which derive from it.
May be ill-conceived but I'm trying to help automate delivery and reminders of internal training to Gainsters. Forces some creativity. Ultimately I think I'm going to just have to create a new object and a bionic rule to get data I need rather than go this route.
Going back to the issue at hand, I had two email fields. Created a rule to copy one to the other. Unfortunately, I kept seeing "include in identifiers" pop up even though I hadn't selected it. Prevented it from working so I found another workaround.
May be ill-conceived but I'm trying to help automate delivery and reminders of internal training to Gainsters. Forces some creativity. Ultimately I think I'm going to just have to create a new object and a bionic rule to get data I need rather than go this route.
Going back to the issue at hand, I had two email fields. Created a rule to copy one to the other. Unfortunately, I kept seeing "include in identifiers" pop up even though I hadn't selected it. Prevented it from working so I found another workaround.
Hi Dave,
For Fall release, following formula functions related to string and date will be available in transformation task of rules engine.
1. ToUpperCase(d),
2. ToLowerCase(D),
3. Start of Week(),
4. End of Week(),
5. Start of Month(),
6. End of Month().
7. Num of Days (Date - Date(Datetime)),
8. Date (DateTime),
9. Start of Calendar Quarter(),
10. End of Calendar Quarter()
11. Concat (a,b,"whatever",...),
We plan to have additional functions like subtring, length, position etc. in the upcoming releases.
Regards,
Jitin
For Fall release, following formula functions related to string and date will be available in transformation task of rules engine.
1. ToUpperCase(d),
2. ToLowerCase(D),
3. Start of Week(),
4. End of Week(),
5. Start of Month(),
6. End of Month().
7. Num of Days (Date - Date(Datetime)),
8. Date (DateTime),
9. Start of Calendar Quarter(),
10. End of Calendar Quarter()
11. Concat (a,b,"whatever",...),
We plan to have additional functions like subtring, length, position etc. in the upcoming releases.
Regards,
Jitin
+2This is fabulous news, Jitin!!
We can finally do true efforts to outcomes reporting without a bunch of hacky workarounds.
We can finally do true efforts to outcomes reporting without a bunch of hacky workarounds.
This is fantastic news. Can't wait (really)!
We are introducing few more string formulas in winter release:
Left, Right, Position, Length, Substring
LENGTH
SUBSTRING(string,x,y) - Whether one parameter can be a function.
[/list]
Left, Right, Position, Length, Substring
- Extract the left part of the string with first appearance of @ character: [list=1]
- LEFT(“Jitin@gainsight.com”, “@”) = Jitin
- LEFT(“Jitin@1987@gainsight”, “@”) = Jitin
- RIGHT(“Jitin@gainsight.com”, “@”) = gainsight.com
- RIGHT(“Jitin@1987@gainsight”, “@”) = gainsight
[/list]
Absolutely awesome Jitin!
+1Hi All, You can find all the above enhancements in our Winter Release. Our Winter Release notes is out,please refer this article. This will help you in configuring. Thanks for sharing 🙂
+1Hi All, Here is a good news about implementation of Formula fields in MDA.
With this release, Gainsight now allows you to create calculated fields by using String and Date functions. You can find these functions on the Create Calculated Field window.
You can create a calculated field by using the existing fields in that object, as arguments of the function. Apart from the existing fields, you can also use other applicable formula functions as arguments while building a formula field.
For more information please follow this article.
With this release, Gainsight now allows you to create calculated fields by using String and Date functions. You can find these functions on the Create Calculated Field window.
You can create a calculated field by using the existing fields in that object, as arguments of the function. Apart from the existing fields, you can also use other applicable formula functions as arguments while building a formula field.
For more information please follow this article.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.