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davebrown2242
Helper ⭐️
September 3, 2021
New Idea

Ability to disable the aggregation and set expand/collapse default using Row Grouping in HA reports

  • September 3, 2021
  • 25 replies
  • 297 views

Two things on Row Grouping settings:

1st - When using Row Grouping on a field to have the ability to disable the aggregation/totals on the group row. As an example the data is pointless and confusing as we use Booleans - 3 true and 4 false always shows 7… very misleading

 

2nd - As an admin I would like the option to default if a Row Grouping report is expanded or collapsed by default. It would be my guess that others would like this feature as well for reports that list items (think Whitespace)

Thanks,

DB

25 replies

sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
November 17, 2021

We just migrated to Horizon Analytics, and I was extremely disappointed that this functionality was removed. Almost all of our reports (~5 and counting) on the C360 use Group By given we are an edtech company that sells to districts, and our CSMs need to see subscription, usage, and other data on the individual school level. Imagine being a CSM to one of the largest districts in the US, and all of your reports you now have to click each row to expand.

 

The regression of this functionality puts a huge burden on our users, and it’s incredibly frustrating we weren’t aware of this change before migrating. Before migrating, all records were automatically expanded -- and the user had the ability to collapse/expand as they wanted to. Please provide an update on where this falls on the roadmap.

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
November 17, 2021

Luckily we don’t have too many reports that use the group by, but for the ones we do, it’s definitely a poor user experience to default to collapsed. 

davebrown2242
Helper ⭐️
January 5, 2022

@Azad @Cornelia - Can we get the status of this post updated? This is still a real usability issue. 

Winning Scenario: Let Admins set the Group By default: ‘Collapse’ or ‘Expand’.

Best of both worlds. :sunglasses:

 

DB
gunjanm
Expert ⭐️
January 5, 2022

@Azad @Cornelia - Can we get the status of this post updated? This is still a real usability issue. 

Winning Scenario: Let Admins set the Group By default: ‘Collapse’ or ‘Expand’.

Best of both worlds. :sunglasses:

 

LOVE this idea.

Gunjan
sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
January 7, 2022

Looking for an update on this too please -- this makes row grouping unusable by our org, which is really unfortunate.

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
Contributor ⭐️⭐️⭐️⭐️⭐️
January 10, 2022

Hello @rakesh , Is there any update on this.

Also, it would be great if we allow the users to have the ability to enable and disable grouping. It gives lot of control to the users who are actually viewing and using these reports to make meaningful business decision. Keeping the report collapsed all the time doesn't make any sense. It takes forever to expand all the records

Muthu Kumar Karuppiah
Azad
Gainsight Employee ⭐️
Gainsight Employee ⭐️
January 10, 2022

@kumaranbcak  - We will working on addressing this soon, will keep you posted on updates here .

PM- GS Home and Analytics
spencer_engel
Expert ⭐️
January 24, 2022

@Azad @Cornelia - Can we get the status of this post updated? This is still a real usability issue. 

Winning Scenario: Let Admins set the Group By default: ‘Collapse’ or ‘Expand’.

Best of both worlds. :sunglasses:

 

Honestly, this should always be how it is. If the product team would just default to giving Admins the option to choose behavior, whether it’s this issue or numerous others, we (Product Managers AND Admins) would all avoid so many headaches. Win-win.

sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
February 7, 2022

Checking in on an update here? This was functionality that existed before HA, and is causing our organization to want to rely more on SFDC reporting than Gainsight because SFDC offers an improved user experience when it comes to reports like this.

Specifically, users used to be able to “Collapse All” or “Expand All” for grouped data in tabular reports. This has been removed and they are all collapsed by default, requiring a user to click into each row one-by-one to expand them. 

We’ve stopped using Group By because of this limitation.

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
darkknight
Expert ⭐️
February 7, 2022

:100:

Jeff Kirkpatrick