Use Rules Engine to load historical Health Scores?

Forum|Forum|9 years ago
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?

rules

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!

Show previous replies

garrison_young

Contributor ⭐️⭐️

Hey Kraig, how were you able to accomplish this? I am in the same battle right now with support and we are unable to get the scores to load even though all the data is there.

garrison_young

Contributor ⭐️⭐️

Hey Jeffrey - were you able to successfully set scores historically with 2.0? Would love to hear how you did it if so. Thanks!

kraigAuthor

Contributor ⭐️⭐️⭐️⭐️⭐️

Hi Garrison - is your question "how did we get our historical scores to load?" If so, the biggest thing I remember is that your rule needs to set actions to load that data to the "usage object" rather than using the "set score" action. If that's not what you were asking, hit me up again and I'll do my best to clarify.

gunjanm

Expert ⭐️

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?

Hey @jean.nairon do you know if this would be the correct approach? I’m looking to upload historical Overall Scores from our original model in Looker into Gainsight (RYG) for scores pre-Gainsight Scorecards.

Gunjan

jean.naironAnswer

Expert ⭐️

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!

Jean