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I am trying to build a rule for a Scorecard measure around ‘# of admins at a Company’.

Admin status is a field on the Person Record, but the Scorecard is on the Company. I am aiming to map the data in the rule where an attribute of the person record (‘admin status’ = type 1, type 2) is a count associated with the Company.

In thinking through it the logic sounds like ‘Count of Person GSID meeting criteria per Company GSID = Count of Admins’ but I am struggling with how to get the data there. Right now I have the person object filtered by the Admin types I want to surface, so that only those records populate, but how can I convert them to a ‘Count of’ by Company GSID in order to create the score criteria?

Any thoughts?

I figured it out! I grouped by Company GSID in a transform step & aggregated Person Status by count, after filtering out Person Records who don’t meet the criteria in the initial data fetch.

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