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michelle_flink
michelle_flink
Contributor ⭐️⭐️⭐️
February 25, 2016
Question

How do you bring the output of a customer calculation from the Rules Engine into a dashbaord?

  • February 25, 2016
  • 4 replies
  • 86 views
Question: If you have created a custom calculation in the rules engine, and want to put that output into a dashboard how would you go about doing this? It seems like the only way to do this would be to create a custom field in SFDC and assign the output to that; is there another way to achieve this or is the only way to achieve this, by creating a custom field in SFDC? 

    4 replies

    matt_torrisi
    matt_torrisi
    Contributor ⭐️⭐️⭐️
    February 25, 2016
    Currently, no. If there were the ability for calculated fields in reports, then you could represent them on dashboards from there.
      dave_wu_74b11e
      Gainsight Employee ⭐️
      dave_wu_74b11e
      Gainsight Employee ⭐️
      February 25, 2016
      As you've stated already, you will need to create a field (e.g. on the Customer Info object) to store the data and then load that calculated field into that object. You can than reference that field on reports.
        gaurav_kotak
        gaurav_kotak
        Expert ⭐️
        February 26, 2016
        Adding calculated fields in reports is something we are currently working on. We expect it in the next quarter. That will cut down scenarios where you have to create persistent custom fields in SFDC and / or rules to propagate the values.
          sam_leonard
          sam_leonard
          Contributor ⭐️⭐️⭐️
          February 26, 2016
          Thanks all-- michelle was kind enough to post the question. I am super excited about using the calculated fields in reporting more easily, almost all of the requests that I'm getting from sr mgmt require some sort of aggregation! 

          Thanks again!
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