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kiersti_felska
Contributor ⭐️⭐️⭐️
August 18, 2015
Parked

Formulas in REports 2.0

Related products:CS Reports
  • 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.

    28 replies

    gaurav_kotak
    Expert ⭐️
    March 2, 2017
    Hi everyone, Wanted to provide a quick update here

    1) As of today we cannot create a 'dynamic' formula at the report-level. By this i mean something that is calculated on the fly vs. persisted. This requires some significant changes to our backend in terms of the querying which we are doing over Spring and Summer. The first dynamic formula field will be focused on goals, then we will look to provide more generic formula fields. 
    2) In the meantime, for SFDC you can create formula fields, and use rules engine to populate them.
    3) Over the last couple of quarters we have released and provided enhancement to similar formulae fields in MDA. 
    seth
    Expert ⭐️
    March 29, 2018
    +1 here. I wanted to whip up a quick report: for Contacts with different statuses, do they have their external ID field populated?

    So, I just need a simple count of Contacts, grouped by two fields:
    - Status
    - Is external ID null?

    For the purposes of a simple report, I'm not going to make a custom field on Contacts to do the 'is null' calculation. Instead, I have to generate the giant list of Contacts, export them (and then wait for it to arrive via email), and use Excel to Pivot 'em.
    AI Transformation @ Gainsight
    teena
    Contributor ⭐️⭐️⭐️
    April 12, 2018
    +1

    I'm surprised we're unable to create formulas in reporting; This should be a basic function, as it is in most other tools. 

    Because of the effort it takes to populate a formulated field, it doesn't make sense for half of our reports to be inside of Gainsight at this point. We're moving quickly and don't have time to spend an hour, give or take, in Gainsight when we can spend < 5 minutes in our analytics tool and have what we need. 
    emily_geary_323c7b
    Contributor ⭐️
    May 23, 2018
    Formula fields is also something my team requires as we use them often in our salesforce dashboards/reporting.  Because this continues to be a limitation we are unable to transfer all of our dashboards into Gainsight. Are there any product updates coming out that are related to this ask?
    ben
    Helper ⭐️⭐️⭐️
    May 25, 2018
    Yup this would be nice. I am trying to calculate survey response rate for all NPS surveys, which span multiple AOs. I can put together a report that pulls the numerator and the denominator (thanks Abhishek), but it would be nice if it could do the simple division for me!
    -Ben
    abhishek_sivaraman
    Helper ⭐️⭐️⭐️
    May 28, 2018
    I have also done a Me Too for this Ben! 🙂
    venky_reddy_k
    Helper ⭐️
    May 28, 2018
    Hi Everybody, we are actively working on the formula fields specs as I speak. This item is part of the top priority list to take up in the second half of this year. Will update exact ETA once we take it up for Development.

    Thanks
    Venky
    teena
    Contributor ⭐️⭐️⭐️
    May 31, 2018
    This is huge for our team. Thank you so much for the update. 
    samantha_braastad
    Contributor ⭐️⭐️⭐️⭐️⭐️
    October 29, 2018
    Any update on this?

    bhavani_murali
    Contributor ⭐️⭐️⭐️
    October 30, 2018
    This item is with Engineering Team, in Development. Current plan is to ship this feature by early next year.