Calculate change in Health Score

Forum|Forum|8 years ago
May 9, 2018
7 replies
314 views

We are looking for a way to calculate change in customer health score (overall). My basic research (I am not knowledgable in the area of MDA scorecard options) shows that the "Company" object has a "Current Score" and "Previous Score" value. This would imply that the data exists.

What I am looking to do is calculate the differential between these two field values. If it's a non-zero value, then do an action (TBD).

My three questions:

Am I looking at the right fields?
How would someone calculate this in the nature described?
How can I capture both positive and negative values?

Thanks everyone!

Best answer by dan_ahrens

Hi @JaneProcurify you can do this in a Rules Transform task by comparing two fields in a filter. This will allow you to filter out either records where both values match or where they do not match (depending on your use case).

pele

Helper ⭐️⭐️⭐️

Hey Ben,

This is totally possible just as you've described.

In a bionic rule, you would have a dataset fetch from Matrix Data > Company– Current Score –> Score and Previous Score –> Score. (I would also include a filter for Previous Score –> Score ≠ Null, otherwise you'll get errors that the change in score is Null)

Then you can add a Transformation task and include a formula field with the expression: Current Score - Previous Score. This will account for both positive and and negative changes that you can filter for in Setup Action. (e.g. 'Change in score' > 10, do TBD action.)

benAuthor

Helper ⭐️⭐️⭐️

Awesome, that worked great. Thanks for the help!

-Ben

pele

Helper ⭐️⭐️⭐️

Solid– glad it worked out!

JaneProcurify

Contributor ⭐️

Hi there! I was trying to do the same as above, but in my case, I’m getting an error because both fields current and previous score are string fields and I don’t know how to change it. Can someone advise?

dan_ahrensAnswer

Expert ⭐️⭐️⭐️

Hi @JaneProcurify you can do this in a Rules Transform task by comparing two fields in a filter. This will allow you to filter out either records where both values match or where they do not match (depending on your use case).