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jahnavi
Contributor ⭐️⭐️⭐️⭐️⭐️
April 6, 2018
Question

Group by using numeric and calculated fields in reports

  • April 6, 2018
  • 15 replies
  • 239 views
Group by using numeric and calculated fields in reports

15 replies

dan_ahrens
Expert ⭐️⭐️⭐️
July 12, 2018
I'm still not following this exactly. Can you show an example (using Excel or another charting tool) of how you'd like the output to look?
VP of Customer Success at Forcepoint
olavo_zapata
Contributor ⭐️⭐️⭐️⭐️
July 12, 2018
Hi Dan,

I'll take another example but that's pretty much the same case:

Here I would like to get all accounts and group by Billing Cycle which is a number field (but could be a formula field)

And with this, input a percentage of each type by new accounts per month.

My fields are:

Col A = Account
Col B = Billing Cycle
Col C = Contract date



So, from here I would like to query them like this:

QUERY (A: C; "Select C, B, Count (A) where C is not null Group by C, B"; 1)Out of the Gainsight is simple to do, the job is always getting information extracted.

An alternative is to create the report directly in Salesforce that would look something like this.



But in our organization, few CS are aware of Salesforce. Ideally, would be the Gainsight create these charts.
dan_ahrens
Expert ⭐️⭐️⭐️
July 12, 2018
I understand what you need now, Olavo. Thanks for showing the detail.

You can do this in Gainsight by moving the "Billing Cycle" field to the "By:" area of the report.

VP of Customer Success at Forcepoint
olavo_zapata
Contributor ⭐️⭐️⭐️⭐️
July 13, 2018
Dan This is exactly what I want! uhauAHua

but Billing Cycle is a number field and is not allowed to do it.

My point here from the beginning is if Gainsight is looking to enable to do it with Number and Formula Fields.

Thanks for your attention.
dan_ahrens
Expert ⭐️⭐️⭐️
July 13, 2018
Ah, sorry. My mistake. You are correct that field types of number are not currently supported in the group "by" area. I've sent a note to the product owner to get clarification and input on this.
VP of Customer Success at Forcepoint