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darkknight
darkknight
Expert ⭐️
September 24, 2015
Released

Gainsight Dashboards: Need ability to add multiple entries in the same free-text Filter (similar to how SFDC reporting works)

Related products:CS Reports
  • September 24, 2015
  • 30 replies
  • 367 views
In Salesforce reporting, if I want to filter on a field that is not a "picklist," I am able to enter multiple options in the same Filter sequence, i.e.

"SuperRegion" is equal to "NA, EMEA, LATAM, APAC"

In Gainsight I have to enter separate filters, i.e.

"SuperRegion" is equal to "NA"
OR
"SuperRegion" is equal to "EMEA"
OR
"SuperRegion" is equal to "LATAM"
OR
"SuperRegion" is equal to "APAC"

This adds complexity to the building of reports.  The filter should have the logic to be able to identify that if I have a comma separated list to treat them as separate entries, that way if I want to filter, for example on any account that falls under the SuperRegion NA or LATAM I can just enter:

"SuperRegion" is equal to "NA, LATAM"

This would also give users the flexibility, when accessing the filter from the Dashboard, to be able to add multiple entries or a single entry in the field upon which to sort.  

      30 replies

      brandon
      brandon
      Contributor ⭐️⭐️⭐️⭐️
      September 24, 2015
      This is critical for us as well.  The area where we're feeling the most pain on this is pulling manager and director dashboards where we need to filter by individual reps and when Directors oversee 50 reps, I can't pull the data for them at all.  I can barely do it for managers where some are overseeing 15 reps.

      I have been given workarounds of writing a formula for the hierarchy of the user object but that won't work since SF is not our system of record that information.
        darkknight
        darkknightAuthor
        Expert ⭐️
        September 24, 2015
        This is almost identical to the pain I am experiencing as well. 
        Jeff Kirkpatrick
          darkknight
          darkknightAuthor
          Expert ⭐️
          September 24, 2015
          Incidentally - this should apply to Rules Engine as well.
          Jeff Kirkpatrick
            gaurav_kotak
            gaurav_kotak
            Expert ⭐️
            September 24, 2015
            Thanks for the feedback. While currently we don't have a commit date for this functionality, we will scope this request and will reply on this thread once we have an update. 
            gabriel_hobbs
            gabriel_hobbs
            Contributor ⭐️⭐️⭐️
            November 26, 2015
            This is applicable for every criteria field in Gainsight, not just reports.

            This is causing me great pain when working in the Rules Engine as well - especially when it comes to setting up Actions. Due to this discrepancy with Salesforce logic, I need to create 5 actions to monitor the same thing - If I were able to have commas in the criteria field, I would only have to create 1 action.

            For example, I want to monitor customers with the Customer Lifetime in Weeks at weeks, 5, 10, 15, 20, 25, 30. This is to keep an eye on customers in the early days. Unfortunately I need to create 6 actions to monitor this. It's a huge time waster to maintain these types of rules.
              spencer_engel
              spencer_engel
              Expert ⭐️
              February 9, 2017
              Hi everyone - is there any update on when this functionality might be available?
              gaurav_kotak
              gaurav_kotak
              Expert ⭐️
              February 23, 2017
              For reporting, for picklist values we offer the 'includes' operator, which looks like (see below). Would the solution to provide a similar experience for free-text fields (where we'd have a drop down of unique values work). We'd probably need to have some limit on number of unique values. The benefit to do this, is you don't need to know the exact values since you see it in the list. If this isn't feasible (will need to check with engineering) we'll add some UI to provide a comma operator or something in the value. 
              gaurav_kotak
              gaurav_kotak
              Expert ⭐️
              February 23, 2017

              gabriel_hobbs
              gabriel_hobbs
              Contributor ⭐️⭐️⭐️
              February 24, 2017
              Hi Gaurav, this would not solve my issue and would still mean i need to create a bunch of filters when i want to add multiple selections in free text (i.e. AND email DOES NOT CONTAIN @projectplace.com,@planview.com,@etc.) - This free text option with CSV values is standard in Salesforce so not sure why it wouldn't be applicable in Gainsight's reports 2.0 engine.
              gaurav_kotak
              gaurav_kotak
              Expert ⭐️
              February 24, 2017
              Gabriel my suggestion was that even for free text options, we'd list all the distinct values in a list box. I agree we can just do comma-delimited values as well. 
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