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katie_b
Helper ⭐️
July 22, 2019
Released

Reporting on Multi-Select Picklist Fields

Related products:CS Reports
  • July 22, 2019
  • 80 replies
  • 2651 views
We have 6 multi-select picklist fields we are currently using to track feature limitations that are blocking our customers from moving to the next generation of our product. These fields represent 6 main product lines and have anywhere from 3-16 feature options each. I have a few requests from our team to report on these items in the following formats...

1. A pie or bar chart showing the total number of accounts that have each feature selected

2. Report of the top 5 features across all 6 product lines

The issues I'm running into are 1. These are 6 different fields and 2. Gainsight doesn't allow us to group by or aggregate multi-select fields. The only reporting option I've been able to come up with is just adding all 6 fields in the 'show me' section of a report along with Account Name and enabling row grouping by account. The only way I see today to show a count by feature is to filter by an individual feature and create a widget for each one....which isn't really an option because there are too many to even put them all on one dashboard. Other thoughts/ideas to better report on these fields? I'm open to creating new fields/formats if needed, I just don't want to go to all that work for an experiment that may or may not give me what I need. Also, any info from Gainsight as to WHY we don't have more options to maniputale and report on multi-select fields?

80 replies

spencer_engel
Expert ⭐️
October 12, 2023

I’ll parrot what everyone else is saying, which is that having multiselect picklists in Timeline (which was a big win) has been kneecapped for us because of the inability to efficiently report on them.

Contributor ⭐️
October 26, 2023

Another +1 to the comments. It is quite frustrating. 

Prateek Parashar
Gainsight Employee ⭐️
Gainsight Employee ⭐️
December 5, 2023

Hello All,

 

An update on this request

We will work on this item in the upcoming days. The scope of the work item will be to support Group By on multi select picklist fields. I will update this thread on the exact deadline ( planning to release it in Q4 2023, but no final confirmation as of today)

Prateek Parashar
andr_raposo
Helper ⭐️
December 20, 2023

Hi @Prateek Parashar! Any news? Is it still planned for this quarter?

Prateek Parashar
Gainsight Employee ⭐️
Gainsight Employee ⭐️
December 21, 2023

Hi @andr_raposo  Its on track to be released with Q4 release . The scope is- supporting group by on multi select picklist fields

Prateek Parashar
Expert ⭐️
December 27, 2023

Not saying this is the correct solution.

 

However, if reporting is absolutely needed there is a possible work around with 2 new objects and a rule, bionic.

 

Create an object for your dropdown list where each option has its own row and a second column that is. always the same, i.e. boolean and always marked true.

 

Add a field that is always the same to your source data,

 

Merge this data together, your merge field is the always the same field. Note, this will duplicate your data across multiple rows for every option.

 

At this point in bionic rules you used to be able to do a substring and search for the text from a different field. However, they seem to have taken this capability away. So, now you push it to the second new object and create a Number formula field where you are finding the string position.

 

 

 

Note in the String position Column it will yield numbers. Anything above 0 means that that particular string exists in the multi select string. Which you use this field as a filter. So since Rel 123 only has one option rows 2 and 3 will filter out. Since Rel 234 has 1 and 2, the formula returns a greater than 0 result which means 3 will filter out. But, now you have two rows for that particular relationship.

 

This rule will run everyday to continuously update the Reporting table, upsert keys are the rel gsid and the Dropdown Table Options column.

 

The only non-scaleable part of this solution is you have to add a new row every time you add a multi select option. In theory you could probably automate this piece too if you really wanted to.

 

So now you build a report and you do a count of GSID Grouped by Dropdown Table Options.

 

Yes this is a bit of a workaround. However, I know what it is like to not always have No as an acceptable answer.

 

 

jessica_owens
Helper ⭐️
January 15, 2024

This thread is 4 years old. This is a challenge for our org as well. Any update from Gainsight’s product team or should we lean on the work arounds identified in this thread?

anirbandutta
Expert ⭐️
January 16, 2024

Hi @andr_raposo  Its on track to be released with Q4 release . The scope is- supporting group by on multi select picklist fields

Good news should be around the corner @jessica_owens :) 

It's an opportunity for engagement
kstim
Helper ⭐️⭐️
January 16, 2024

Big fan of this idea - happy to hear there’s been progress made!

Contributor ⭐️⭐️
January 30, 2024

any update on this feature request?