We would like to bring Scorecard measure data into S3 using our Gainsight Horizon Rules but, I am not finding any clear documentation on the steps to do this with Horizon Rules.
This shouldn’t be too tough to accomplish, but traversing the Scorecard table itself may require a masterclass. It’s not always so simple to understand and navigate.
I’ll assume you are looking for current scores.
You will want to query the Unified Scorecard Fact table (for either Company or Relationship, depending on your situation).
If you just want overall scores, this task becomes way easier. If you want all the supporting measures, it’s a bunch more data that you will likely need to pivot later.
Here are the fields I would pull to fetch overall scores only:
- CompanyID
- Company → Name
- Current Score → Score
- Current Score → Color
- Current Score → Label
- Measure ID → Name
- Score Modified At
And the filters are:
- Active = TRUE
- Measure ID → Name startswith Overall
- CompanyID → Status = Active
Once that is working in your preview, just go to the Export to S3 tab in the node, and configure the destination for the file. Should be super quick execution. If you need the supporting measures, you will just remove the Measure filter I noted above, but your will have many rows exported for each customer. Like I mentioned, you could also build a pivot task within the rule, or pivot in your tool of choice after the fact.
Best of luck!
Thanks
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