How do I export Gainsight scorecard data using Horizon Rules to S3

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 @jordan_cook !  My issue is actually when I get to creating an action. I am not seeing any connections even though we have one set up.  I am selecting Call External API.