http://m.getsatisfaction.com/topics/7716230 Group by using numeric and calculated fields in reports 2018-07-13T14:12:54Z 2018-04-06T13:24:17Z 7716230 http://m.getsatisfaction.com/topics/7716230 7716230 Group by using numeric and calculated fields in reports 2018-07-13T14:12:54Z 2018-04-06T13:24:17Z Jahnavi http://m.getsatisfaction.com/people/9273755 https://www.gravatar.com/avatar/b7c60d5b8d135d9659f09f007eb05bbf?d=identicon&s=55&r=PG jahnavi_5u38skyohjalr question complete 15 6 3 comment http://m.getsatisfaction.com/topics/7716230/replies/19454038 http://m.getsatisfaction.com/topics/7716230 19454038 Sai Ram Pulluri responded to "Group by using numeric and calculated fields in reports" 2018-04-11T11:37:37Z 2018-04-11T11:37:37Z Sai Ram Pulluri http://m.getsatisfaction.com/people/7411422 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11058131/IMG_4147_medium.JPG sai_ram_pulluri Hi Jahnavi, For the second part of the question are you referring to Formula fields in Reporting, here is the similar <a href="https://community.gainsight.com/gainsight/topics/formulas-in-reports-2-0" rel="nofollow">ask</a>.<br /><br />For the First part of the question, could you please share us the use-case,where you need a numeric field in Groupby.<br /><br />Since its a new enhancement request, changing this to an idea post. 0 http://m.getsatisfaction.com/topics/7716230/replies/19457070 http://m.getsatisfaction.com/topics/7716230 19457070 Jahnavi responded to "Group by using numeric and calculated fields in reports" 2018-04-12T14:25:54Z 2018-04-12T14:25:54Z Jahnavi http://m.getsatisfaction.com/people/9273755 https://www.gravatar.com/avatar/b7c60d5b8d135d9659f09f007eb05bbf?d=identicon&s=55&r=PG jahnavi_5u38skyohjalr I was looking at&nbsp; a use case to count number of customers that fall in the range of 100-200 for metric x 0 http://m.getsatisfaction.com/topics/7716230/replies/19457647 http://m.getsatisfaction.com/topics/7716230 19457647 Ben responded to "Group by using numeric and calculated fields in reports" 2018-04-12T17:36:10Z 2018-04-12T17:36:10Z Ben http://m.getsatisfaction.com/people/8274286 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11218007/272c2726037d1d941df954063bbb6331_medium.jpg ben_michael_7959047 Right, this would be similar to "bucketed fields" in standard SFDC reporting. You can define a range of values to bucket accounts into and then compare that against a different value on the y axis. SF DC reporting is gross (non lightening/wave), so it would be nice if this was doable in Gainsight. 0 http://m.getsatisfaction.com/topics/7716230/replies/19460187 http://m.getsatisfaction.com/topics/7716230 19460187 Dan Ahrens responded to "Group by using numeric and calculated fields in reports" 2018-04-13T14:55:45Z 2018-04-13T14:55:45Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Hi Jahnavi,&nbsp;<br /><br />If I understand your use case correctly, you want to show the number of customers for which the value of a given metric is 100-200, right?<br /><br />You can do this by setting the account name field in the report as an aggregation (count distinct) and in your filters, apply these two with an and condition linking them: "metric &gt; 99" and "metric &lt; 201".<br /><br />This should give you a number of customers where that condition is met.&nbsp; 0 http://m.getsatisfaction.com/topics/7716230/replies/19462100 http://m.getsatisfaction.com/topics/7716230/replies/19460187 19462100 Jahnavi responded to "Group by using numeric and calculated fields in reports" 2018-04-14T12:00:21Z 2018-04-14T12:00:21Z Jahnavi http://m.getsatisfaction.com/people/9273755 https://www.gravatar.com/avatar/b7c60d5b8d135d9659f09f007eb05bbf?d=identicon&s=55&r=PG jahnavi_5u38skyohjalr Thanks Dan, I guess this would work for a widget but not a bar chart right? 0 http://m.getsatisfaction.com/topics/7716230/replies/19465410 http://m.getsatisfaction.com/topics/7716230/replies/19460187 19465410 Dan Ahrens responded to "Group by using numeric and calculated fields in reports" 2018-04-16T14:43:17Z 2018-04-16T14:43:17Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens You could show this data using a bar chart visualization if you add a field to the "By" section to give you more than one numerical value to report on.&nbsp;<br /><br />So, for example you could apply the same logic:&nbsp;setting the account name field in the report as an aggregation (count distinct) and in your filters, apply these two with an and condition linking them: "metric &gt; 99" and "metric &lt; 201". And add a field like "Region" to the "By" area, for example.&nbsp; 0 http://m.getsatisfaction.com/topics/7716230/replies/19488572 http://m.getsatisfaction.com/topics/7716230/replies/19460187 19488572 Jahnavi responded to "Group by using numeric and calculated fields in reports" 2018-04-27T07:17:25Z 2018-04-27T07:17:25Z Jahnavi http://m.getsatisfaction.com/people/9273755 https://www.gravatar.com/avatar/b7c60d5b8d135d9659f09f007eb05bbf?d=identicon&s=55&r=PG jahnavi_5u38skyohjalr I have a calculated field say ABC which is nothing but some percentage. I would like to count number of customers and group by ABC. This should automatically prepare ranges and count the number of customers in each range 0 http://m.getsatisfaction.com/topics/7716230/replies/19631214 http://m.getsatisfaction.com/topics/7716230 19631214 Olavo Zapata responded to "Group by using numeric and calculated fields in reports" 2018-07-10T17:08:16Z 2018-07-10T17:08:16Z Olavo Zapata http://m.getsatisfaction.com/people/8897803 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10991813/photo_medium.jpg olavo_henrique_oliveira_zapata Hi Dan,<br /><br />Seeing your explanation to Jahnavi, We need to find a workaround to use a formula or a field number in reports?<br />I have different use cases that I tried to use a formula field, for example, A Region field that is defined in a Case Formula based on states and any others.<br /><br />My question is, this is a bug that Gainsight are looking for to solve or it's working as expected?<br /><br />Thanks 0 http://m.getsatisfaction.com/topics/7716230/replies/19631286 http://m.getsatisfaction.com/topics/7716230/replies/19631214 19631286 Dan Ahrens responded to "Group by using numeric and calculated fields in reports" 2018-07-10T18:07:49Z 2018-07-10T18:07:49Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Hi Olavo,&nbsp;<br /><br />Can you post some more detail around your specific use case and issue? I'm not able to determine the exact scenario you're facing.<br /><br />Thanks,<br />Dan 0 http://m.getsatisfaction.com/topics/7716230/replies/19631438 http://m.getsatisfaction.com/topics/7716230/replies/19631214 19631438 Olavo Zapata responded to "Group by using numeric and calculated fields in reports" 2018-07-10T19:29:10Z 2018-07-10T19:29:10Z Olavo Zapata http://m.getsatisfaction.com/people/8897803 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10991813/photo_medium.jpg olavo_henrique_oliveira_zapata Hi Dan,<br /><br />I think my case is exactly the Post name.<br />When I try to use a numeric field or a formula field and group then. The report doesn't allow it.<br /><br />For example:<br />I have some implementation projects and a picklist field that registers each of them, but some have their&nbsp;duration of 4 weeks, 8 weeks and 12 weeks.<br />I made a formula field that group the projects by their duration and I would like to see a stacked bar chart with a trend selling of our implementation projects. 0 http://m.getsatisfaction.com/topics/7716230/replies/19634214 http://m.getsatisfaction.com/topics/7716230/replies/19631214 19634214 Dan Ahrens responded to "Group by using numeric and calculated fields in reports" 2018-07-12T01:24:22Z 2018-07-12T01:24:22Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens I'm still not following this exactly. Can you show an example (using Excel or another charting tool) of how you'd like the output to look? 0 http://m.getsatisfaction.com/topics/7716230/replies/19634697 http://m.getsatisfaction.com/topics/7716230/replies/19631214 19634697 Olavo Zapata responded to "Group by using numeric and calculated fields in reports" 2018-07-12T10:14:23Z 2018-07-12T10:14:23Z Olavo Zapata http://m.getsatisfaction.com/people/8897803 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10991813/photo_medium.jpg olavo_henrique_oliveira_zapata <p>Hi Dan,</p><p>I'll take another example but that's pretty much the same case:</p><p>Here I would like to get all accounts and group by Billing Cycle which is a number field (but could be a formula field)</p><p>And with this, input a percentage of each type by new accounts per month.</p><p>My fields are:</p><p>Col A = Account<br />Col B = Billing Cycle<br />Col C = Contract date</p><p><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1740384/RackMultipart20180712-118152-p8ht2l-Captura_de_Tela_2018-07-12_a_s_06.55.39_inline.png?1531390313" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1740384/RackMultipart20180712-118152-p8ht2l-Captura_de_Tela_2018-07-12_a_s_065539_inlinepng1531390313" /><br /></p><p>So, from here I would like to query them like this:</p><pre>QUERY (A: C; "Select C, B, Count (A) where C is not null Group by C, B"; 1)</pre><p>Out of the Gainsight is simple to do, the job is always getting information extracted.</p><p>An alternative is to create the report directly in Salesforce that would look something like this.</p><p><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1740385/RackMultipart20180712-124973-2skc8w-Captura_de_Tela_2018-07-12_a_s_07.12.29_inline.png?1531390368" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1740385/RackMultipart20180712-124973-2skc8w-Captura_de_Tela_2018-07-12_a_s_07.12.29_inline.png?1531390368" /><br /></p>But in our&nbsp;organization,&nbsp;few CS are aware of Salesforce.&nbsp;Ideally,&nbsp;would be the Gainsight create these charts. 0 http://m.getsatisfaction.com/topics/7716230/replies/19635027 http://m.getsatisfaction.com/topics/7716230/replies/19631214 19635027 Dan Ahrens responded to "Group by using numeric and calculated fields in reports" 2018-07-12T14:29:08Z 2018-07-12T14:29:08Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens I understand what you need now, Olavo. Thanks for showing the detail.<br /><br />You can do this in Gainsight by moving the "Billing Cycle" field to the "By:" area of the report.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1740414/RackMultipart20180712-130347-bkxs9q-download__49__inline.png?1531405743" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1740414/RackMultipart20180712-130347-bkxs9q-download__49__inline.png?1531405743" /> 0 http://m.getsatisfaction.com/topics/7716230/replies/19637026 http://m.getsatisfaction.com/topics/7716230/replies/19631214 19637026 Olavo Zapata responded to "Group by using numeric and calculated fields in reports" 2018-07-13T14:01:11Z 2018-07-13T14:01:11Z Olavo Zapata http://m.getsatisfaction.com/people/8897803 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10991813/photo_medium.jpg olavo_henrique_oliveira_zapata Dan This is exactly what I want! uhauAHua<br /><br />but Billing Cycle is a number field and is not allowed to do it.<br /><br />My point here from the beginning is if Gainsight is looking to enable to do it with Number and Formula Fields.<br /><br />Thanks for your attention. 0 http://m.getsatisfaction.com/topics/7716230/replies/19637047 http://m.getsatisfaction.com/topics/7716230/replies/19631214 19637047 Dan Ahrens responded to "Group by using numeric and calculated fields in reports" 2018-07-13T14:12:54Z 2018-07-13T14:12:54Z Dan Ahrens http://m.getsatisfaction.com/people/8169071 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10797429/dan-ahrens_medium.jpg dan_ahrens Ah, sorry. My mistake. You are correct that field types of number are not currently supported in the group "by" area. I've sent a note to the product owner to get clarification and input on this. 1