I am trying to set up a pivot task to get the AVG NPS score of an Account over the last 180 days. I am going to use this to Set the Scorecard based on the AVG NPS. I am pretty sure I can accomplish this using a Pivot task but I am stuck. Not entirely sure how to finish the Pivot to get what I need and also, I am not able to set the score because it says I don't have an account attribute, even though the account ID is present in my rule. Any help is appreciated!
Best answer by dan_ahrens
Hi Ky,
I'd do this a little differently. Create a fetch for all the account centric data you want to use downstream, but then add a second fetch that pulls in account ID and NPS score but uses the aggregation of AVG and with the date filter. This will aggregate all the scores for the given time frame by account ID.
Then merge the info from the second fetch into your first fetch, doing a left merge with the second fetch in the left position. This will bring the account centric data to match with the account ID and the average NPS score.
I'd do this a little differently. Create a fetch for all the account centric data you want to use downstream, but then add a second fetch that pulls in account ID and NPS score but uses the aggregation of AVG and with the date filter. This will aggregate all the scores for the given time frame by account ID.
Then merge the info from the second fetch into your first fetch, doing a left merge with the second fetch in the left position. This will bring the account centric data to match with the account ID and the average NPS score.
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