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parimala_agnihotri
Helper ⭐️
October 24, 2019
New Idea

Add Fiscal Quarter Filters in Reports on MDA Objects

  • October 24, 2019
  • 10 replies
  • 197 views

Group by quarters honors the fiscal quarters only on SFDC objects and not MDA objects. This is limiting our capability to add reports (from both SFDC and MDA objects) in a dashboard with filters to drill down on fiscal quarters. Any update on adding fiscal quarter capability in reporting? I wonder how this works in Gainsight NXT?

      10 replies

      rakesh
      Gainsight Employee ⭐️
      rakesh
      Lets put your data to work!
      November 1, 2019

      Group by quarters honors the fiscal quarters only on SFDC objects and not MDA objects. This is limiting our capability to add reports (from both SFDC and MDA objects) in a dashboard with filters to drill down on fiscal quarters. Any update on adding fiscal quarter capability in reporting? I wonder how this works in Gainsight NXT?

      @aparimala  

      Fiscal Periods can be divided into Standard and Custom. Standard follow the regular calendar (Start of a month) and Custom fiscal years can be set as per your need. More details can be found here. Can you confirm what fiscal period definition you use in SFDC - Standard or Custom? 

      parimala_agnihotriAuthor
      Helper ⭐️
      November 1, 2019

      We use standard fiscal year where our starting month is not Jan. and reporting on any SFDC object when using “group by” is showing fiscal quarters provided I don’t use any date filters in the report.

      However reporting on MDA objects using group by and showing fiscal quarters is simply not possible.

      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      November 1, 2019

      Hi @aparimala I moved your feedback to a new Idea post for better tracking. 

      Lila Krutel, Dir. Global Education Services
      anthonysabato
      anthonysabato
      Helper ⭐️
      November 20, 2019

      Has anyone come up with a work around for this?

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      February 25, 2020

      @anthonysabato there is a workaround involving the rules. We have added this to our product backlog. 

      anthonysabato
      anthonysabato
      Helper ⭐️
      February 25, 2020

      @sai_ram  I’d be curious to hear the workaround. I have some ideas but I’m open to more.

      parimala_agnihotriAuthor
      Helper ⭐️
      February 26, 2020

      @sai_ram @anthonysabato I just read this post and it looks related where folks have upvoted asking for FY and FQ  ability to be added when reporting on MDA data. 

      It looks like many others ran into this issue before I did.

      anthonysabato
      anthonysabato
      Helper ⭐️
      February 27, 2020

      @aparimala  Thanks I voted there as well. Really wish there was a fix already, this just seems silly it wasnt addressed when the product was created!

        darkknight
        darkknight
        Expert ⭐️
        March 10, 2020

        This is affecting us as well.  I need to be able to report on scores for accounts up for renewal by Fiscal quarter - among other things.  Is this coming anytime soon??  What is the workaround? @sai_ram  @rakesh  

        Jeff Kirkpatrick
          naga_gonaboyina
          Helper ⭐️
          July 29, 2021

          Hello Everyone,

          Happy to announce that your request has been considered and implemented in the Horizon Analytics in both SFDC & NXT versions. Horizon Analytics has new capabilities such as responsive charts and dashboards, flexible dashboards with more widgets (Image, Web Page, Rich Text), etc. 

          Following are the major advantages of Horizon Analytics:

          • New and improved User Interface based on the Gainsight Horizon Design System.

          • Easy access to a list of Reports and Dashboards.

          • Easy to share your Report and Dashboard through PPT or Link.

          • Ability to retrieve the deleted Reports or Dashboards from the Trash folder.

          • Easy to enable/disable the Report data downloads (including external links)

          • Easy to enable/disable the lazy loading of Report Widgets.

          • Easy to select the Color Palette, either Gainsight Defaults or Custom Colors.

          • Simplified drag and drop capability for adding fields to the Report.

          Thanks for posting!

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