- Actually, date [i]isn't what I want first.
The primary grouping I'm interested in is CSM. Who has made the most progress (or needs some encouragement!) is the primary group, followed by the time view. When you're forced to put date first, it's difficult to see individual performance trends.
- At least one more grouping level for charting. Maybe it's a bit much to ask for Tableau-like reports. But they handle this beautifully. For the same question above what I want to see is an order that goes Assigned To/Date/Status. There are different ways to visualize this. But in the current situation I have to decide what statuses matter (like not-started or exclude completed) which makes it difficult to gauge progress (because I don't inherently know how many tasks exist per person per day.)
- Merge anser categories. I met a program manager once who ran a big program for NASA. He said the only answer that mattered was "Done or Not Done". In this case I would ideally say "completed" or "not completed," merging "Not Started," "In Progress," and other options into a "not done group for charting.
I've been building some reports to include in dashboards and other internal communications with the team and am finding myself limited by the charting tool. 3 ideas.
Page 1 / 1
+1
Thanks for your input.
For #1 - let me look into. I know that performance issues on SFDC data is why we have disabled this option, but I'll check to see if that is possible
For #2 - I'm not sure I follow. Can you please elaborate. P.S. Yes there is a level of sophistication that a visualization product such as Tableau may offer, that might not be possible. Nonetheless, if helpful and feasible we'd love to add
For #3 - In Q1 we are going to work on 'dynamic formulae' which allows you to create non-persistent formulae field in report (so they are not added in the object). In v1, we plan to focus on dates and numbers, but do plan to have if/else or switch/grouping for text fields. I think this would work
For #1 - let me look into. I know that performance issues on SFDC data is why we have disabled this option, but I'll check to see if that is possible
For #2 - I'm not sure I follow. Can you please elaborate. P.S. Yes there is a level of sophistication that a visualization product such as Tableau may offer, that might not be possible. Nonetheless, if helpful and feasible we'd love to add
For #3 - In Q1 we are going to work on 'dynamic formulae' which allows you to create non-persistent formulae field in report (so they are not added in the object). In v1, we plan to focus on dates and numbers, but do plan to have if/else or switch/grouping for text fields. I think this would work
Reply
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.