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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

jlicciardello
Contributor ⭐️⭐️⭐️⭐️
May 25, 2021

A clever workaround! Thanks.

sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
November 4, 2021

@rakesh I think I’m running into this issue that you said is resolved -- could you maybe assist with where I’m going wrong?

  1. I created a dataset in Data Designer and am bringing in CSM Name and CSM GSID (along with other fields)
  1. When I am in Explore and create a a Report in Data Designer, I see CSM GSID as an ID. 
  2. When I save the Report and Publish it to Report Builder, I now see CSM GSID as Text. This is causing me to be unable to include it in the global filter on the dashboard that looks at CSM GSID.

What might I be doing wrong?

 

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
sacha
Contributor ⭐️⭐️⭐️⭐️⭐️
February 4, 2022

Yeah same thing here @rakesh is this not working correctly? Thanks!

jrich
Contributor ⭐️⭐️⭐️⭐️
February 22, 2023

@rakesh Can you please update your response to this thread if bringing through the Name and GSID for mapping is no longer working?  It did have me chasing down a unusable approach to my design.  Thanks!

Prateek Parashar
Gainsight Employee ⭐️
Gainsight Employee ⭐️
March 6, 2023

Hi ,

This should work as expected if users select CSM GSID from nested fields  section instead directly selecting from the CSM look up. This  has been the behaviour  from the start and changing this now will  have backward compatibility.

Scenario 1 (CSM ID will be a text field in Reports)



 Scenario 2 -( CSM ID will be an ID field)

 

As you see below, when CSM GSIS was selected from the nested fields section it appeared as a ID in reports but when it was selected directly from the CSM look up, it appeared as a text field 

 

Do let us know if you still have  some concern(s)

Prateek Parashar
sacha
Contributor ⭐️⭐️⭐️⭐️⭐️
June 15, 2023

This is sort of solved but it would still be RAD if the MDA objects created by Data Designers allowed lookups to be created, so that you could use lookups when reporting on those objects. Even when you look at them in Data Management, they have the column for lookup (which you can’t edit) staring tantalizingly at you like a forbidden data fruit.

rrobinson
Contributor ⭐️⭐️⭐️⭐️⭐️
June 16, 2023

Appreciate the potential workarounds but +1 for a cleaner solution!

-RR
cmultanen
Helper ⭐️
September 27, 2024

+1, data designer objects would greatly benefit from lookups

rrobinson
Contributor ⭐️⭐️⭐️⭐️⭐️
December 12, 2024

+1 as well, painful loss of functionality requiring inefficient workarounds

-RR