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christopher_sanderson
christopher_sanderson
Helper ⭐️⭐️
January 23, 2018
New Idea

Using fiscal quarter in the MDA

  • January 23, 2018
  • 16 replies
  • 280 views
Hello

I did some due diligence, looked in Community and Support, asked GS Support, so I think my understanding and request are good.

If you are reporting against a SFDC object, you have the option to add filters for "Current Calendar Quarter" or "Current Fiscal Quarter", which can be very different for some orgs.  However, when targeting an MDA object for reporting, I can only do "Current Quarter", which shows CALENDAR YEAR only.

Can we add an option for Fiscal Year?

      16 replies

      venky_reddy_k
      venky_reddy_k
      Helper ⭐️
      January 24, 2018
      Hi Chris,

      Fiscal functions (like Fiscal Year, Fiscal Quarter) are not supported in MDA as of now. This is a reporting ask and we have it on our roadmap to support that in the near future. Will update the ETA here as we plan it.

      Thanks
      Venky
      jahnavi
      jahnavi
      Contributor ⭐️⭐️⭐️⭐️⭐️
      June 21, 2018
      Each company has the fiscal year defined differently and hence this feature is a must needed feature for all reports
        amanda_neil
        amanda_neil
        Contributor ⭐️⭐️⭐️⭐️⭐️
        June 21, 2018
        This will be a HUGE effort for us to change all the reports and CTA's where we have included CFY in our query. May I ask why this is not supported but offered in the reporting feature?  Can we please expedite this request?
          irit_eizips
          irit_eizips
          Helper ⭐️
          October 2, 2018
          We are considering implementing a work around using a date dimension/object.

          Did anyone try this approach?
            cmultanen
            cmultanen
            Helper ⭐️
            April 11, 2019
            +1, this is vital for our reporting efforts. Example use case, we want to be able to summarize survey feedback by fiscal quarter with the flattened survey objects in MDA.

            bedelstein
            Contributor ⭐️
            April 12, 2019
            Especially important as our fiscal quarters don't line up at all to calendar quarters. Makes reporting very problematic.

              hardik_mota
              hardik_mota
              Helper ⭐️
              May 6, 2019
              Hi Team,

              One of our customer is also looking for this feature. For reports on timeline activity , we cannot create a filter on FQ
              . They would like to set the fiscal quarter to be aligned with their company's FQ.

              Best,

              Hardik

              Hardik
              toddmassey
              toddmassey
              Helper ⭐️
              June 15, 2019
              We have the same issue.

              toddmassey
              toddmassey
              Helper ⭐️
              June 15, 2019
              Irit were you ever able to impliment this?

              dan_ahrens
              dan_ahrens
              Expert ⭐️⭐️⭐️
              June 15, 2019
              Hi folks, just wanted to share a little bit of additional detail that might be helpful in understanding the challenges that fiscal periods present.

              Today you define your fiscal period in SFDC and that's your system of record. Some organizations have simpler fiscal quarters that are just 3 months in length, while other organizations follow a more precise 13 week quarter with fiscal "months" in duration of 4 weeks, 5 weeks and 4 weeks that add up to a 13 week fiscal quarter.

              For some organizations the fiscal year starts on the same day each calendar year, and for other organizations it shifts each calendar year.

              Long story short - there is a lot of complexity and variables at play.

              In order to accurately represent the fiscal periods (month, quarter, year) in Gainsight, we would not only need the flexibility to define them to match all of the different fiscal periods offered in SFDC, but we'd also need a way to accurately sync those two systems so that if changes were made to a fiscal period in SFDC that those changes were immediately reflected in Gainsight. Tough problems to solve for, right?

              The good news is that the engineering teams are working on some solutions for this and it's on our roadmap. :-)

              VP of Customer Success at Forcepoint
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