Formulas in REports 2.0

Related products:CS Reports

Forum|Forum|11 years ago
August 18, 2015
28 replies
362 views

I need to build some formula fields in a report like we do for salesforce but unable to find this function in report 2.0. Do i have to used a custom field on the object to do this? Basically working on replacing some excel pivot table reports and want to expose them in Gainsight Dashboards for exectutives.

emily_mcdaniel_629a86

Gainsight Employee ⭐️⭐️

Hi Kiersti,

Right now Gainsight does not offer the ability to build formula fields on the fly into Reports 2.0. You would have to build this into the object directly. I am going to convert this into an idea so that our product team has visibility into this request and can further comment.

darkknight

Expert ⭐️

This would be valuable for us as well.

Jeff Kirkpatrick

sumesh

Helper ⭐️⭐️

Thanks for the feedback everyone! We are thinking through the process of creating basic calculated metrics within report builder. Stay tuned for further updates.

Thanks!

mei_ling_kuan

Contributor ⭐️⭐️⭐️

I find that report 2.0 should have all these features. The current feature is so limited that you are forced to run reports from SF which i am afraid will limit the use in Gainsight.

kiersti_felskaAuthor

Contributor ⭐️⭐️⭐️

wanted to see if we are any closer to getting this into gainsight product as each day we come up against this and constantly getting asked why we cannot do it within Gainsight and we have to do SFDC or excel exports to get the calculations needed from the formula field

kiersti_felskaAuthor

Contributor ⭐️⭐️⭐️

Checking to see if there is any type of an update here on this as our executive board uses Gainsight and wants their data in there but due to no formulas at the report level I am forced to use SFDC.

sumesh

Helper ⭐️⭐️

Hi Kiersti,

Team has started investigating this requirement. I shall give you an ETA by mid march. In the meantime, can you provide me the list of your top use cases with formula's in reports?

Thanks!

trae_wallace

Contributor ⭐️

Hi Summesh,
I'll chime in with a couple of use cases for us.

We have fields on renewal opps that reflect the amount up for renewal and the amount actually renewed and we'd like to display total % renewed by CSM. Currently we can put the 2 bars next to each other, but sum(actual renewed) / sum (up) would jive more with our company metrics
Perhaps a bit trickier, but the ideal outcome (which would replace the need for the above) would be ability to do a ratio of a sub-set of rows vs. all... say, for instance SUM(MRR where Status IN ('Green', 'Yellow')) / SUM(MRR)... then we could do similar things to the first request without the need for another field.