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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

Prateek Parashar
Gainsight Employee ⭐️
Gainsight Employee ⭐️
January 30, 2024
Discovery→Development
Prateek Parashar
Prateek Parashar
Gainsight Employee ⭐️
Gainsight Employee ⭐️
January 30, 2024

The feature has gone into dev, hence changing the status to in Development. To reiterate, we are enabling users to do group by on multi-select picklist data types/fields.  

Prateek Parashar
Prateek Parashar
Gainsight Employee ⭐️
Gainsight Employee ⭐️
February 13, 2024

Hello All,

This work item has gone into production. Users can now perform Group by functionality on multi select pick-list fields.

Feel free to  share your feedback/ suggestions(if any)

Regards

Prateek

Prateek Parashar
Prateek Parashar
Gainsight Employee ⭐️
Gainsight Employee ⭐️
February 13, 2024
Development→Released
Prateek Parashar
Tomas Trijonis
Contributor ⭐️⭐️⭐️⭐️⭐️
March 19, 2024

Hi @Prateek Parashar 

Am I misunderstanding this, or was the only thing that changed is there is now the ability to add a multi-select type field into the “Group By” section, but it simply groups by the concatenated value of all possible options rather than the individual values themselves?

Prateek Parashar
Gainsight Employee ⭐️
Gainsight Employee ⭐️
March 20, 2024

@Tomas Trijonis  Yes , that’s what the release included as mentioned in my previous comments .Is there anything specific use case that you are looking for?

Prateek Parashar
Tomas Trijonis
Contributor ⭐️⭐️⭐️⭐️⭐️
March 20, 2024

I cannot speak for everyone as I am subject to my own biases, but my case matches the interpretation I got from comments such as ones by Katie in the original post, Kraig, John, Jessica, Thomas and others.

It being the fact that grouping by a multiselect needs to be able to identify trends which options are selected most frequently.

In my own case (heavily simplified), we have a multiselect of tags (types) for a support ticket. A ticket may be a simple Consultancy, it may be a simple Troubleshoot, or it may be tagged as both. We care little about the exact number that Consultancy and Troubleshoot appeared together at the same time. We care a lot how many times Consultancy is a selected type, and how many times Troubleshoot is a selected, separated out.

Let me simplify further with an example, imagine you are reporting on the most popular products sold by a fast food joint. People may order combos of burger, fries, ice cream, cola and salad. While there may be cases where you may want to see how many times a burger+fries combo was sold specifically, you would most definitely want to know how many of each individual product was sold in total and draw a pie chart (for example). If you use existing multiselect reporting features in Gainsight these 5 features can return up to a 5 factorial number of combinations in a piechart, that is op to 120 slices with only 5 of these options. Good luck interpreting this chart. What you would like to see instead is 5 slices with each of the products representing an individual pie slice.

Tomas Trijonis
Contributor ⭐️⭐️⭐️⭐️⭐️
March 20, 2024

Actually it wouldn’t be 120 but less due to unimportance of order, before any statisticians crucify me here, but it would still be too many to work with is my point okay 😂

kelcijowalker
Contributor ⭐️⭐️
March 20, 2024

I cannot speak for everyone as I am subject to my own biases, but my case matches the interpretation I got from comments such as ones by Katie in the original post, Kraig, John, Jessica, Thomas and others.

It being the fact that grouping by a multiselect needs to be able to identify trends which options are selected most frequently.

In my own case (heavily simplified), we have a multiselect of tags (types) for a support ticket. A ticket may be a simple Consultancy, it may be a simple Troubleshoot, or it may be tagged as both. We care little about the exact number that Consultancy and Troubleshoot appeared together at the same time. We care a lot how many times Consultancy is a selected type, and how many times Troubleshoot is a selected, separated out.

Let me simplify further with an example, imagine you are reporting on the most popular products sold by a fast food joint. People may order combos of burger, fries, ice cream, cola and salad. While there may be cases where you may want to see how many times a burger+fries combo was sold specifically, you would most definitely want to know how many of each individual product was sold in total and draw a pie chart (for example). If you use existing multiselect reporting features in Gainsight these 5 features can return up to a 5 factorial number of combinations in a piechart, that is op to 120 slices with only 5 of these options. Good luck interpreting this chart. What you would like to see instead is 5 slices with each of the products representing an individual pie slice.

I agree with this. We use a multi-select dropdown for multiple fields based on the status, which is a manual input we have to get directly from the customer. The concat format is not pleasing to the eye when trying to look at these on reports. CSMs and their managers need something that shows which products are selected for each category in an easy to read format, such as the pie chart Tomas mentioned. 

Prateek Parashar
Gainsight Employee ⭐️
Gainsight Employee ⭐️
March 22, 2024

@Tomas Trijonis . Thanks for the reply. The scenario you are looking for is not supported now. 

I have kept this n the backlog, and we will try to find a window to release it, but I am not in a position to give any deadline by when we would be able to do that.

Prateek Parashar