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

Use Rules Engine to load historical Health Scores?

  • March 3, 2017
  • 17 replies
  • 258 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
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
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
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
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
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!