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Formula Field Parity across features

Related products:CS Reports
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alizee
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 659 replies

Hi there,

I’ve had this on my mind for a while and we currently do not have feature parity when it comes to formula fields.

In data designer we can create the following categories of formulas:

  • Date 
  • Number 
  • String 
  • Boolean 
  • Datetime 

In reports we can create the following categories of formulas:

  • Date
  • Number
  • Percentage
  • String 

 

In objects, it’s yet another story as we apparently can only create the following categories (which are not classified the same as anywhere else:

  • Fields
  • String functions
  • Date functions

 

Can we please have unified way to build formulas wherever we are, in fields, in reports, in data designer, in horizon rules, in the future Journey Orchestrator (dare I say in bionic rules 😅 - nah just kidding)? 

Thanks!

6 replies

saltamash
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  • 66 replies
  • June 27, 2023

Thanks for the post @alizee. I’ve always wanted to write something similar but never found time for it. Though I understand why the options in report builder are limited/different, I’d want to have same formula builder experience in Data Management, Data Designer & Rules Engine 


alizee
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  • 659 replies
  • September 14, 2023

ALSO

WHY can we not create formulas that result in a currency data type? I want to calculate MRR… and I need it be a currency data type for obvious reasons… 😭


bradley
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  • Expert ⭐️
  • 1129 replies
  • September 14, 2023

I link your post here @alizee and it’s in the comments too, but I also created an extension of this thread here that maybe should have just been a comment on this post but oh well:

 


rakesh
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  • Lets put your data to work!
  • 835 replies
  • September 27, 2023

Hi @alizee and everyone,


I’ll address each aspect of it differently

  • In Reporting and GDM, the formula is stored and the data is calculated on the fly - so some formulae that are compute intensive - we will not want to give them here since the reports would time out. Where as in Data Designer / Rules / JO, its pre-computed, i.e. data is calculated and stored in store. Hence we can give more here on principal. 
  • UX - We have improved our Horizon formula builder - @Aayaan from our design team lead that and we are using the same formula builder across Reporting and DD. So its literally the same component and same experience.
  • Enhancing Formula builder for currency and percentage data types - This is an enhancement we want to take in the medium term. 

anirbandutta
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  • 1804 replies
  • September 27, 2023
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alizee
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  • 659 replies
  • October 9, 2023

Hi all - just wanted to add something here:

  • Calculated fields in Data Designer can leverage data from lookups. 
  • Calculated fields in Data Management cannot. We are migrating to relationships and this would really, really be needed where we fetch an established value for the company but need to calculate something at relationship level (I’m going for the workaround route but still wished it would be a thing). 

Thanks!

A


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