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New Idea

Case option in report formula fields

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  • jean.nairon
    jean.nairon
  • kate_green
    kate_green
  • rketharaju
    rketharaju
  • cdacosta

andreammelde

We want to create a formula field on a report that indicates if the modify date on a Success Plan is greater than a certain amount of time. This is intended to use to help identify more easily Account Plans that need to be actioned on.

 

Formula allows string, number, and date but not Case so we can add a Boolean like we can in Data Designer. Would be great to be able to have this functionality in GS

2 replies

rakesh
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  • Lets put your data to work!
  • 835 replies
  • April 7, 2021

Hi Andrea,

 

That's an awesome use-case. The current row-level formula does not support comparisons such as If, Case, etc. 

We will be working on improving the formula capability in reporting in our medium-term horizon.  

 

@sai_ram There should be some similar requests on community, if its a duplicate can we merge them?


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  • Contributor ⭐️⭐️
  • 4 replies
  • October 18, 2023

This would be really useful for us as well - we have many reports that are grouped by ‘% of users who have done x’ at a company - leading to a really messy report. We could use a case statement/boolean formula field to instead group by ‘over target’ and ‘under target’, letting us keep exec-level reporting in GS instead of moving to another tool like Tableau. Any update on this idea?


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