Skip to main content
ellenoangieslistcom
ellenoangieslistcom
Contributor ⭐️⭐️⭐️⭐️⭐️
June 17, 2015
Closed (Won't Do)

Allow Report 2.0 to Group by Formulas

Related products:CS Reports
  • June 17, 2015
  • 16 replies
  • 142 views
It would be great if when I built reports in Report 2.0 I was able to group by a formula field.  I can do this in standard Salesforce reports, but not Gainsight Reports.  

      16 replies

      sumesh
      sumesh
      Helper ⭐️⭐️
      June 19, 2015
      Elleno,

      Salesforce doesn't allow us to group by a formula field.  Its a platform limitation.

      Thanks,
      Sumesh
        ellenoangieslistcom
        ellenoangieslistcomAuthor
        Contributor ⭐️⭐️⭐️⭐️⭐️
        July 8, 2015
        Sorry, not a formula created in the report, a custom field that is the type of Formula.  We create summary reports in Salesforce all the time that use text formula fields for groupings/summaries. 
        sumesh
        sumesh
        Helper ⭐️⭐️
        July 22, 2015
        Ellano,

        As mentioned in my previous post, salesforce doesn't allow us to "group by" a formula field. You can refer the salesforce community thread on the same here https://success.salesforce.com/ideaview?id=08730000000HlNtAAK

        Thanks,
        Sumesh
        ellenoangieslistcom
        ellenoangieslistcomAuthor
        Contributor ⭐️⭐️⭐️⭐️⭐️
        July 30, 2015
        I am sorry.  We create reports all the time in Salesforce that are summary reports where the summary is a custom formula field created on the object.  Are we talking about different things?  
        sumesh
        sumesh
        Helper ⭐️⭐️
        July 30, 2015
        Hi Elleno,

        You can create summary reports using formula fields in salesforce. However, salesforce doesn't expose that ability for an app built on salesforce. Gainsight is an app that is built on salesforce and hence cant summarise by a formula field.

        Please let me know if this clarifies.

        Thanks,
        Sumesh    
        ellenoangieslistcom
        ellenoangieslistcomAuthor
        Contributor ⭐️⭐️⭐️⭐️⭐️
        August 3, 2015
        Thank you!  That does clarify.  We will continue to build all our reporting in Salesforce and not Gainsight.  
          smorrisgainsightcom
          smorrisgainsightcom
          Helper ⭐️⭐️⭐️
          April 27, 2016
          Just wanted to see if this is something we've been able to explore more in the last 9 months or find a workaround.  I'm assuming not, but had a customer ask today.  Thanks!
            pat
            pat
            Contributor ⭐️⭐️
            May 19, 2016
            We were able to find a workaround by loading the dataset to MDA and then running reports off of that particular field.
              einat_pick
              einat_pick
              Contributor ⭐️⭐️⭐️⭐️⭐️
              February 19, 2017
              We also need this functionality. We have a custom Forecast Category field calculated in SFDC using formula. We cannot use it as Break by field in GS reporting.

              Any update when this feature will be released?
              gaurav_kotak
              gaurav_kotak
              Expert ⭐️
              February 21, 2017
              Elinat, would it be possible to load the dataset in MDA and then run the report there? There are 2 options here a) Copy from SFDC to MDA (where formula fields get converted as text) or use MDA platform from scratch (without loading in SFDC) and create a formula field there. 
              Show more replies
              Terms & ConditionsAccessibility statement