Making a graph with two "by" fields

Ky, You can have 2 by fields, but it is a primary/secondary. So you could 'by' by CSM and then for each CSM 'by' CEM. Does that make sense? Also if you have such a graph available in excel or something can you please post here or email me gkotak@gainsight.com. thx

Hi Ky, glad to help. You can do this by including both fields in the "By:" section and then apply a pivot on the first metric. You'll get a nice matrix table of data. This example below is reporting on all customers who have a renewal CTA currently open and shows the cross section of CSM and Account Executive.

Then once you have this data you can create some slick visualizations (each of which you can click into to drill further into the data). 

Is this what you had in mind?

Hi Dan and Gaurav, 
This is really helpful. So, I tried to do the pivot but it is still giving me the same result in my graph which may be because I am not trying to do a stacked column but just a singular column but its skewing everything. 

I have these broken up in to two graphs right now by CEM and CSM, but trying to get it into one graph. Each CSM and CEM should stand along with their own bar. 

If I understand correctly, each confirmed hire has both a CEM and CSM? And you'd like to have each confirmed hire appear twice in the report - once under their CEM's name and once under their CSM's name. Is this right?

Also curious if there is a way to create a dynamic report. So, in regards to this graph: 

If this was a goal for the CSM, and their goal was 20, is there a way I could have another line or some indicator that the goal has been met. Maybe a line that shows the goal line and you would be able to see if the CSM's bar has surpassed it?

Thats correct!

Ok.....so this is a tricky problem to solve because you basically have two different sets of data that you are trying to show on a single chart. One set of data is accounts by CSM owner and the other set is accounts by CEM owner. 

So....you can show it as two separate reports like you've done above. 

Or....if you want to get fancy and show it on a single report, here's how to do this (and I just had a chance to test this in a demo org to validate that it works):

1. Create a new MDA object to hold a combined data set - support article with a field for account name and owner name.
2. Create a bionic rule (new feature available in v5.5) to inner join on both CEM and CSM owner. [img]https://uploads-us-west-2.insided.com/gainsight-us/attachment/RackMultipart20170223-91046-1a6n881-download__28__inline.png[/img] [img]https://uploads-us-west-2.insided.com/gainsight-us/attachment/RackMultipart20170223-120362-gg3vxx-download__29__inline.png[/img] [img]https://uploads-us-west-2.insided.com/gainsight-us/attachment/RackMultipart20170223-36751-yuwcli-download__30__inline.png[/img]
3. In the setup action, write using insert to the MDA object you created in step 1, repeating the step for each side of the join [img]https://uploads-us-west-2.insided.com/gainsight-us/attachment/RackMultipart20170223-97439-gcj3rf-download__31__inline.png[/img]
4. This will give you a combined data set where you can then report using that custom MDA object as the source object: [img]https://uploads-us-west-2.insided.com/gainsight-us/attachment/RackMultipart20170223-36751-1p51658-download__32__inline.png[/img]

Note - this is pretty advanced stuff and might be worth taking advantage of Gainsight's admin office hours to do a step by step in real time. 

After Spring Release we are planning to incorporate the concept of goals and this would support your use can mentioned here. 

This is super helpful, thank you! I think this would be worth doing even with the complexity as we will need to get both the CEM and CSM on the same reports going forward. Thanks so much for the help, I am going to try this on my own and if need be take advantage of office hours. Appreciate the help!

Okay, great news. But there is no work around to get something like that to work now?