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.
Solved
Creating a "bucket field" in Reporting
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? :)
+5I don’t know if this helps but Row Grouping is an option based of already existing fields:
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?
Yes, trying to create new fields that will pull into a single column in reporting based on # of employees.
+3Maybe 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
+3If you want/need to chat, please let me know in case I didn’t provide enough detail :) Happy to help out if I can!
+2Maybe 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.
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