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max_hinze
max_hinze
Contributor ⭐️⭐️
September 21, 2016

Report builder: MIN & MAX aggregation for date fields

  • September 21, 2016
  • 15 replies
  • 769 views
Hej  Gainsight community,

I am surprised that I cannot us a MIN or MAX aggregation on date fields when using the report builder. 

Maybe I am just unable to find out how it actually works, or no one else needs such a aggregation on data fields when building reports & dashboards. But I would really appreciate to have such an option.

Please, dear GainSight peeps let me know if there is a work around or, in case this is really not possible, if you have planed to add this function.

Best regards,
Max

      15 replies

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      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      August 5, 2019
      Hi Sierra,

      For Gainsight Salesforce edition customers, the objects that store CTA data are in Salesforce custom objects, so we are limited by their data rules even on Gainsight objects.

      Gainsight NXT uses all MDA objects for data storage though. :)

      VP of Customer Success at Forcepoint
      sierra_evans
      sierra_evans
      Contributor ⭐️⭐️⭐️⭐️⭐️
      August 6, 2019
      Hi Dan,

      Great to know, but still doesn't address the use case without upgrading to NXT.

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      August 6, 2019
      Hi Sierra,

      That's correct. The Salesforce query tool (something that Gainsight can't change) doesn't support MIN or MAX aggregations on date fields.

      VP of Customer Success at Forcepoint
      jeremy_curry
      jeremy_curry
      Helper ⭐️⭐️
      August 6, 2019
      One way that I have gotten around this (and other limitations) for the last couple of years is to replicate SFDC objects into the MDA. For example, I have a copy of the CSTask object in the MDA that checks for all records that have been modified in the last day and then writes those records to the MDA and then we use that object for reporting. It is a bit of a pain trying to manage both objects but NXT didn't exist when we started down this path :-)

      phani_kumar
      phani_kumar
      Gainsight Employee ⭐️⭐️
      December 5, 2019

      Hi Team.

      When I am creating a rule using the SFDC Object it allows me to do Aggregations on the Date Field.

      Screenshot:

       

       

      But in the Report Builder with the same SFDC Object I am unable to do the Aggregations on the Date Field. Why?

      Screenshot:

       

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