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cyberwombat en Junio 11, 2025
Client wants to know how many entries for example of a custom event (lets call it Purchase) over the entire history. Is there a workaround to the 5 year range limit that could be used (merging datasets in reports etc). Not super useful if we cannot Leer más
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3 Respuestas
Solución Aceptada
Colaborador líder
Junio 12, 2025 06:38
HubSpot’s native reporting does impose a 5-year limit for custom event data (like your "Purchase" event), but here are proven workarounds to analyze...Leer más
DanMYD en Marzo 27, 2025
I feel like Datasets are an underappreciated part of Operation Hub. Especially with the improvements over the last year or so. I made a video to highlight some of the powers it has since there isn't a lot of content showing that right now. Leer más
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1 Respuestas
Administrador de la comunidad
Marzo 28, 2025 05:36
Hi @DanMYD , Thank you so much for sharing your video! It's great to see someone highlighting the capabilities of Datasets in Operations Hub...Leer más
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fiberpunk en Octubre 13, 2024
Hey folks, In my database, I have some contacts who are affiliates who are referring new contacts. When that happens, a new contact will store the affiliate ID of the person it has been referred by. Now, in my dataset I want to join the affi Leer más
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3 Respuestas
Solución Aceptada
Asesor destacado | Partner nivel Elite
Octubre 17, 2024 02:45
Hi @fiberpunk , It sounds like you’ve done a great job with your data structuring so far! Here are a few thoughts that might help address your is...Leer más
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Stef_N en Octubre 02, 2024
Hello everyone, I am curious if any of you are utilising HubSpot as your CRM to manage the partner master database. While we use a Partner Relationship Management (PRM) system, I would like to understand how you link deals to both the partner co Leer más
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3 Respuestas
Solución Aceptada
Colaborador
Octubre 04, 2024 15:14
You're not alone in this one! I've seen everything from spreadsheet manual management of partner programs (noooooo!) to some really nice integrations...Leer más
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ErikHolmberg en Octubre 01, 2024
Hi, I'm trying to get into building datasets and using the formula fields. Howver, it's hard to get an overview of the datastructure and the how the properties are structured. For instance, say I want to use [COMPANY.hs_analytics_source] as Leer más
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2 Respuestas
Solución Aceptada
Exmiembro de HubSpot
Octubre 01, 2024 15:44
Hey @ErikHolmberg , thank you for posting in our Community. Great question! When working with HubSpot’s datasets and formula fields, it can ...Leer más
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00000 en Julio 02, 2024
Hello, I think I missed a part of documentation. Could someone please point me in the right direction to solve the issue below? How do I get the dataset forumla field value to display in the custom report? Dataset forumla field value is not app Leer más
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3 Respuestas
Solución Aceptada
Colaborador líder
Julio 10, 2024 15:08
HubSpot support was able to assist. Sharing answer here in case someone else ever needs this. The error was in parenthesis. While all were closed...Leer más
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Robin_Miller en Marzo 26, 2024
Hi All Hope this is the right place for this question. Has anyone else's 'Record ID' format changed recently? Ours has been 6-digits for a long time, but suddenly recently it's jumped to 10-digits. Obviously this doesn't make any operational diff Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Marzo 26, 2024 05:34
Hi @Robin_Miller , Yes, this change was announced in December 2023 and is explained here: https://community.hubspot.com/t5/Developer-Announce...Leer más
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MWilliamson8 en Marzo 15, 2024
I want to have insight into a companies deal performance by individual order number (i.e. how does a companies 8th deal closed, compare to their next 5 deals closed). In the past I have done this outside of HubSpot, but wanted to try and do this Leer más
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2 Respuestas
Solución Aceptada
Guía | Partner nivel Elite
Marzo 19, 2024 06:28
@MWilliamson8 - I would: 1. Create a custom calculation deal property to calculate each deal's 'performance' 2. Then create a single obj...Leer más
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TRichard7 en Marzo 15, 2024
After Hubspot improved the look of the dataset yesterday, all of our dataset-based reports crashed. Reports created from scratch, identical to the ones that crashed, work just fine. Anyone facing the same issue? Any solution? Thanks
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1 Respuestas
Solución Aceptada
Guía | Partner nivel Elite
Marzo 15, 2024 07:42
@TRichard7 - FYI, I've just checked on a dataset-based reports in a few different HubSpot portals and all seem to be OK.
enorberg en Diciembre 20, 2023
I'm trying to set up a report that shows the average number of Hubspot tickets per user. My definition of "Users" is a custom property on the company object with that same name - each customer has this filled in. So to achieve this calculation, we w Leer más
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3 Respuestas
Colaborador
Enero 02, 2024 02:44
@deepikaverma Thanks for your reply. Yes, I've tried data sets, not for this specific problem but for similar ones. I could of course be using them...Leer más
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DChampion01 en Diciembre 09, 2023
Having a hard time with start up and contact integration
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Diciembre 10, 2023 02:12
Hi @DChampion01 , If you're referring to getting started with HubSpot overall, I'd recommend this resource: https://academy.hubspot.com/cours...Leer más
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00000 en Diciembre 07, 2023
Hello, In a report, how does one get dataset-created fields to display results in the order they were entered into the dataset field filter (or based on the value of the original property) instead of alphabetically by filter result? Use case Leer más
1 Me gusta
5 Respuestas
Solución Aceptada
Colaborador líder | Partner nivel Gold
Diciembre 11, 2023 06:30
Hi @00000 I am not sure about which type of property you created for time period, But if you choose dropdown for summarize days it will giv...Leer más
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