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a_heller
Contributor ⭐️⭐️⭐️
March 12, 2020
Solved

Creating a "bucket field" in Reporting

  • March 12, 2020
  • 7 replies
  • 291 views

Is there any way to create a rule to add a column to my reports in order to group accounts by specific data? I would like to create a formula that looks at # of employees field on the account object and buckets the account based on segment. 

Best answer by keith_mattes

Maybe create custom field on your company object for “Employee Count Band” and then add a new drop-down list of values for your employee “banding” levels and then create a rule to pickup that value based on the ranges you desire against the source data and that should do it ??? 

 

I also think GS has some built in banding usually applied to ARR and market segmentation that could potentially be leveraged as well. Hope this was helpful? :)

7 replies

john_apple
john_apple
Expert ⭐️
March 14, 2020

I don’t know if this helps but Row Grouping is an option based of already existing fields:

https://support.gainsight.com/Gainsight_NXT/Reports_and_Dashboards/Admin_Guides/Report_Settings_and_Advanced_Options#Row_Grouping

It sounds like you were looking for a way to group accounts with a range of numeric values (e.g. # of employees 1-100, 101-500, 501-1000) and have that be a brand new field/value in reporting?

A
a_hellerAuthor
Contributor ⭐️⭐️⭐️
March 16, 2020

Yes, trying to create new fields that will pull into a single column in reporting based on # of employees. 

keith_mattes
keith_mattesAnswer
Helper ⭐️⭐️
March 16, 2020

Maybe create custom field on your company object for “Employee Count Band” and then add a new drop-down list of values for your employee “banding” levels and then create a rule to pickup that value based on the ranges you desire against the source data and that should do it ??? 

 

I also think GS has some built in banding usually applied to ARR and market segmentation that could potentially be leveraged as well. Hope this was helpful? :)

Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
    A
    a_hellerAuthor
    Contributor ⭐️⭐️⭐️
    March 16, 2020

    Thank you @keith_mattes! I will definitely give this a try!

      keith_mattes
      keith_mattes
      Helper ⭐️⭐️
      March 16, 2020

      If you want/need to chat, please let me know in case I didn’t provide enough detail :) Happy to help out if I can!

      Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
      rakesh
      Gainsight Employee ⭐️
      rakesh
      Lets put your data to work!
      March 24, 2020

      Maybe create custom field on your company object for “Employee Count Band” and then add a new drop-down list of values for your employee “banding” levels and then create a rule to pickup that value based on the ranges you desire against the source data and that should do it ??? 

       

      I also think GS has some built in banding usually applied to ARR and market segmentation that could potentially be leveraged as well. Hope this was helpful? :)

       

      Thanks, Keith for your response, today leveraging rules to populate the field is the way for this. 

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        April 7, 2020

        @keith_mattes did you get a chance to view comments posted by our team, please let us know if you need any help.

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