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kraig
kraig
Contributor ⭐️⭐️⭐️⭐️⭐️
March 3, 2017
Solved

Use Rules Engine to load historical Health Scores?

  • March 3, 2017
  • 17 replies
  • 271 views
We have an MDA table that contains a calculated health score for each week going back a full year.  We would like to run a rule that loads those historical (weekly) scores to the Scorecard so that we can see how it has changed over time.  We've created a rule that should work, but it only loads the latest value.  Is there a way to accomplish what we're after?
    Best answer by jean.nairon

    Hey @gunjanm - you’re on the right path.

    You can use a rule to load historical scorecard data to the Scorecard History table. Its pretty straightforward to setup. Here’s an article on how to do it: 

    https://support.gainsight.com/SFDC_Edition/Scorecards/02Scorecards_2.0/02Admin_Guides/Load_to_Scorecard_History_using_Rules_Engine

     

    Good luck with your rule!

    17 replies

    dstokowski
    dstokowski
    Gainsight Employee ⭐️⭐️
    March 3, 2017
    Are you using our new Scorecards 2.0? 
    The SetScore action only sets the latest score and does not have ability to do a "historical run" like you can for other rules.
    We store Scorecard History in a different object than current scorecard.
    kraig
    kraigAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    March 3, 2017
    We are NOT using Scorecards 2.0.

    Is there a way to work around this and load the historical data to the "other" object?  We have worked incredibly hard to get the historical values so that we could see them in the Health history.
    jeffrey_coleman
    jeffrey_coleman
    Helper ⭐️
    March 6, 2017
    I'm actually working with support on the same question. We are using 2.0 and, in this case, are trying to set historical scores for the relationship. My guess is that there's a way to load data to the "Relationship Scorecard Snapshot" object in MDA, but that seems to be undocumented. I'd love to understand what the "time granularity" value means in this context and what dates I should be using. From there it would seem fairly straightforward to use the rules engine to just update that object, no?
    smorrisgainsightcom
    smorrisgainsightcom
    Helper ⭐️⭐️⭐️
    March 7, 2017
    Can you add in screenshots of your setup rule and setup action?  I'm guessing it's a date identifier issue, but can confirm if you're ok adding screenshots in here.

    Thanks
    kraig
    kraigAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    March 7, 2017
    Hi Scott - is your question for me or Jeffrey?
    smorrisgainsightcom
    smorrisgainsightcom
    Helper ⭐️⭐️⭐️
    March 7, 2017
    Sorry, Kraig this was intended for you.
    kraig
    kraigAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    March 7, 2017
    Hi Scott - we are altering our rule due to calculation issues so I can't attach screenshots at the moment.  As soon as we've worked through our other issues, I will try this again and attach screenshots for you.

    Are you thinking it SHOULD be possible to load historical health scores if the date identifiers are specified correctly?
    smorrisgainsightcom
    smorrisgainsightcom
    Helper ⭐️⭐️⭐️
    March 8, 2017
    As long as you are using a custom rule type and using the Load to Usage action, this should be possible.
      kraig
      kraigAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      March 31, 2017
      I wanted to provide you all an update.  We [i]finally finished backloading our historical health scores and they function and look great!  That said, I have found one small issue that I am unsure how to tackle.  Can I overwrite historical values with N/A (the Gray color), when circumstances require it to be so?  Is there a way to do this via the rules engine?  Thanks!  

        kraig
        kraigAuthor
        Contributor ⭐️⭐️⭐️⭐️⭐️
        April 3, 2017
        I am connecting this thread to another, as I'm trying to find a solution to my next problem - how to write 'null' values to historical health scores: https://community.gainsight.com/gainsight/topics/writing-null-values-with-the-rules-engine?topic-rep...

        Please follow the rest of the conversation there.  Thanks!
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