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pat
pat
Contributor ⭐️⭐️
August 2, 2016
New Idea

Filter by Fiscal Quarter in Rules Engine

  • August 2, 2016
  • 24 replies
  • 391 views
We would like the ability to filter by fiscal date within the Rules Engine Setup Rule. We have some rules that power MDA and reporting that report only on current FQ. Each new quarter, we have to manually adjust the dates to the current quarter, so this will become unscalable once our number of rules grow.

      24 replies

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      a_heller
      Contributor ⭐️⭐️⭐️
      July 14, 2020

      We need the ability to group dates by fiscal quarter in rules engine. Is there currently any way to transform a date into a fiscal quarter/year?

      ana_g
      Helper ⭐️
      July 14, 2020

      @sai_ram can this be revisited please? Seems like a simple enough functionality to at least be able to filter by previous quarter but it’s still not available. 

      Anastassia Goidina
        sai_ram
        sai_ram
        Expert ⭐️⭐️
        November 30, 2020

        @ana_g we have similar requests below, please have a look. I will also confirm with the product team once again. 

         

        rakesh
        Gainsight Employee ⭐️
        rakesh
        Lets put your data to work!
        December 3, 2020

        We are considering this as a part of overall enhancements to the rules engine in the medium term horizon.

          spencer_engel
          spencer_engel
          Expert ⭐️
          April 2, 2021

          Any update on a timeline @rakesh? 

            michael_sweeney
            michael_sweeney
            Helper ⭐️
            April 19, 2021

            Hey Team… I had a chat with a customer on this today. Is there anything we can share at this time?

              sai_ram
              sai_ram
              Expert ⭐️⭐️
              June 4, 2021

              @michael_sweeney and @spencer_engel this is still in progress, due to other priorities it is getting delayed.

              darkknight
              darkknight
              Expert ⭐️
              November 4, 2021

              @rakesh Would love an update on this Five year old “idea”.  It is causing us to have to have data exported from SFDC into Splunk to quarterize in aggregate and then pump back into Gainsight.  

               

              Frankly I’m really surprised to see Gainsight continue to add new features (i.e. CSQL) when fundamental challenges like this (and plenty of others) still exist.

               

              Jeff Kirkpatrick
                Jelle
                Jelle
                Contributor ⭐️⭐️
                November 16, 2021

                Would really like to use CQ or FQ in criteria under Rules engine when loading to Gainsight object as well…
                For example, if ‘subscription deactivated at date’ equals Current Quarter…

                 

                  clemm
                  Contributor ⭐️
                  November 16, 2021

                  Just adding my +1 to this!

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