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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

      Show previous replies
      einat_pick
      einat_pick
      Contributor ⭐️⭐️⭐️⭐️⭐️
      February 22, 2017
      I'm running a report on opportunities . Do you suggest that I will upload (copy) Opp data into MDA and then run the report on MDA data?

      To get it work as if the data is live , I will need to have this rule run many times per day.

      Do I miss anything?
      einat_pick
      einat_pick
      Contributor ⭐️⭐️⭐️⭐️⭐️
      February 26, 2017
      Gaurav - please clarify your suggestion.
      kate_green
      kate_green
      Helper ⭐️⭐️
      January 18, 2018
      Any chance SFDC is going to expose this ability in the future?
      michael_sweeney
      michael_sweeney
      Helper ⭐️
      May 15, 2018
      Hey Guys, I wanted to follow up on this one for a customer and see if there are any updates especially since this grouping by formula fields is possible in Salesforce, and the level of effort required to do this workaround is very high. I assume many other customers are using formula fields to allow for this type of reporting so it would be a huge win across the board. 
        katie_b
        katie_b
        Helper ⭐️
        March 7, 2019
        We currently need this as well. An MDA work-around is incredibly time consuming and delays seeing live data so adding one of these reports to a dashboard could result in inconsistencies if some reports are live and some (because of this limitation) are waiting for a rule to update. Our field in question does not have the option to be a lookup, is not numerical and does have a select number of options.

        Katie Baker
        spencer_engel
        spencer_engel
        Expert ⭐️
        February 5, 2024

        Hi - I realize this an old post with no recent action, but I’d like to see if any progress has been made on this possible enhancement in the past few years? Our SFDC team is in love with formula fields, which I’m sure works fine for them but presents a ton of reporting challenges - and DD overhead - for us. 

         

        Also there’s this “question” that was posted a few years ago just for reference. Might make sense to combine with this idea? 

         

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