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andreammelde
andreammelde
Helper ⭐️⭐️
November 26, 2019
Solved

Lookup on dataset created from data designer?

  • November 26, 2019
  • 19 replies
  • 827 views

I have created a dataset from data designer with it to be permanent and update daily. I want to add to a dashboard and have a global filter applied from the Company object since the other reports on the dashboard pull from that object.

Is this possible?

    Best answer by rakesh

    @acote

    This is released and is in production. 
     

    Whenever you bring in a field such as User Name, also bring User Id till the last dataset.  We understand that you want mapping (our mechanism to identify special fields) and will treat that user name field as a special user field that can be used in global filter and report filters. 

    19 replies

    rakesh
    Gainsight Employee ⭐️
    rakesh
    Lets put your data to work!
    November 28, 2019

    Hi @andreammelde,

     

    It should already be possible to add a dataspace based report to Global Filter for most fields in dataspace. However, we do not automatically understand mappings information yet (=> This is a work in progress item) and hence there should be a challenge adding Company Name, User Name, Account Name fields to the global filter. Without propagating this mapping information, a special field such as Company Name becomes a text. We are working on it internally and expect to ship this relatively soon. 

      acote
      acote
      Helper ⭐️
      February 11, 2020

      Hi @rakesh! Any update on the timing of this, particularly the user level data? It’d be great to have this functionality or a way for us to map manually - we are trying to expose a data designer report in the CSM’s My Dashboard that’s filtered for their name. 

        rakesh
        Gainsight Employee ⭐️
        rakeshAnswer
        Lets put your data to work!
        March 24, 2020

        @acote

        This is released and is in production. 
         

        Whenever you bring in a field such as User Name, also bring User Id till the last dataset.  We understand that you want mapping (our mechanism to identify special fields) and will treat that user name field as a special user field that can be used in global filter and report filters. 

          acote
          acote
          Helper ⭐️
          March 24, 2020

          Great - thanks for the update, @rakesh. I will take a look!

            andreammelde
            andreammeldeAuthor
            Helper ⭐️⭐️
            March 27, 2020

            @rakesh  will this work if we also bring in the company ID? or CSM id?

            Andrea Carroll
            andreammelde
            andreammeldeAuthor
            Helper ⭐️⭐️
            March 27, 2020

            figured it out! thank you for implementing!

            Andrea Carroll
              keith_mattes
              keith_mattes
              Helper ⭐️⭐️
              September 30, 2020

              I believe some of this is solved but is it still not possible to create a lookup from the Company Object to a Data Designer Dataspace?  This would be immensely useful and solve a lot of issues we have, especially with the primary use-case here.  

              Please advise or link to any documentation on this update so I can re-review :)

              Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
                jlicciardello
                jlicciardello
                Contributor ⭐️⭐️⭐️⭐️
                January 22, 2021

                @keith_mattes were you able to figure this out? @rakesh is this possible? I have a data designer data space which has the Company object GSID, but when making a report it doesn’t create the necessary lookup to the company object. Is there a way to do this?

                  keith_mattes
                  keith_mattes
                  Helper ⭐️⭐️
                  January 22, 2021

                  When merging in DD, from the company object I included the CaseSafeID, GSID, Account Name, CSM GSID, CSM SFDC ID  and was able to associate them with global filters, although it was only with reports based on that object, the “Account Name” field was a link to the C360 so I presume it will also work when using these reports embedded in a C360 section as well.

                  tl:dr @jlicciardello , I think the key to your ask might be the “Account Name” field

                  Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
                  andreammelde
                  andreammeldeAuthor
                  Helper ⭐️⭐️
                  May 24, 2021

                  @jlicciardello and @keith_mattes workaround for adding lookup directly to a dataset.

                   

                  Create a custom object and then have a rule upsert to the custom object. You can add a lookup on the custom object fields and then report from there. 

                   

                  It would be a much better experience however to add a lookup directly in a dataset like you are able to in a custom object

                  Andrea Carroll
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