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leanne
Contributor ⭐️⭐️⭐️⭐️⭐️
October 17, 2016
Question

ETA on Data Spaces that include/join MDA data?

  • October 17, 2016
  • 11 replies
  • 179 views
Is there any ETA on allowing Data Spaces to use MDA data?  I've got a report based on Usage Data from the MDA that shows accounts with zero usage, and would like to be able to filter out churned accounts. 

11 replies

karl_rumelhart
Expert ⭐️
March 15, 2018
Sounds like this is something we should document specifically (maybe someone wants to build a video!) but here are the steps.

(1) Go to Gainsight Data Management and create a new Custom Object.  Include the columns that you want to eventually use in your report.
(2)  Create a Bionic Rule that brings in the data from Salesforce, MDA, whatever and do the appropriate merges, transformations, and so forth.   ***In the Action portion of the rule, use the Load to MDA action to write the data into the Custom Rule you created in Step (1).***  If appropriate, you can put the rule on a schedule to update the data in the custom object periodically. 
(3) Go to Report Builder and build out the report(s) that you want on the Custom Object you created in step (1) and populated in step (2).

I hope this helps!