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ben
ben
Helper ⭐️⭐️⭐️
May 9, 2018 5:46 PM UTC
Solved

Calculate change in Health Score

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!
    dan_ahrens
    dan_ahrensAnswer
    Expert ⭐️⭐️⭐️
    Nov 5, 2020 8:15 PM UTC

    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). 

     

     

    VP of Customer Success at Forcepoint
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    7 replies

    pele
    pele
    Helper ⭐️⭐️⭐️
    May 9, 2018 6:45 PM UTC
    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.)
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      ben
      benAuthor
      Helper ⭐️⭐️⭐️
      May 10, 2018 2:39 AM UTC
      Awesome, that worked great. Thanks for the help!
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      -Ben
        pele
        pele
        Helper ⭐️⭐️⭐️
        May 10, 2018 5:20 PM UTC
        Solid– glad it worked out!
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          JaneProcurify
          JaneProcurify
          Contributor ⭐️
          Nov 4, 2020 11:28 PM UTC

          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?

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          dan_ahrens
          dan_ahrensAnswer
          Expert ⭐️⭐️⭐️
          Nov 5, 2020 8:15 PM UTC

          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). 

           

           

          Translate
          VP of Customer Success at Forcepoint
            sai_ram
            sai_ram
            Expert ⭐️⭐️
            Dec 28, 2020 10:16 AM UTC

            @JaneProcurify did you get a chance to view the comments? Please let us know if you need any help here. 

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            JaneProcurify
            JaneProcurify
            Contributor ⭐️
            Dec 28, 2020 6:13 PM UTC

            @JaneProcurify did you get a chance to view the comments? Please let us know if you need any help here. 

            yes, thank you, my problem was solved

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