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Calculate change in Health Score

ben
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We are looking for a way to calculate change in customer health score (overall). My basic research (I am not knowledgable in the area of MDA scorecard options) shows that the "Company" object has a "Current Score" and "Previous Score" value. This would imply that the data exists.

What I am looking to do is calculate the differential between these two field values. If it's a non-zero value, then do an action (TBD). 

My three questions:
  • Am I looking at the right fields?
  • How would someone calculate this in the nature described?
  • How can I capture both positive and negative values?
Thanks everyone!

Best answer by dan_ahrens

Hi @JaneProcurify you can do this in a Rules Transform task by comparing two fields in a filter. This will allow you to filter out either records where both values match or where they do not match (depending on your use case). 

 

 

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-Ben
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pele
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  • May 9, 2018
Hey Ben,

This is totally possible just as you've described. 

In a bionic rule, you would have a dataset fetch from Matrix Data > Company– Current Score –> Score and Previous Score –> Score. (I would also include a filter for Previous Score –> Score ≠ Null, otherwise you'll get errors that the change in score is Null)

Then you can add a Transformation task and include a formula field with the expression: Current Score - Previous Score. This will account for both positive and and negative changes that you can filter for in Setup Action. (e.g. 'Change in score' > 10, do TBD action.)
aditya_marla
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ben
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Awesome, that worked great. Thanks for the help!
-Ben
aditya_marla
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pele
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Solid– glad it worked out!
dstokowski
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JaneProcurify
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  • November 4, 2020

Hi there! I was trying to do the same as above, but in my case, I’m getting an error because both fields current and previous score are string fields and I don’t know how to change it. Can someone advise?

dan_ahrens
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  • November 5, 2020

Hi @JaneProcurify you can do this in a Rules Transform task by comparing two fields in a filter. This will allow you to filter out either records where both values match or where they do not match (depending on your use case). 

 

 

VP of Customer Success at Forcepoint
sai_ram
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  • December 28, 2020

@JaneProcurify did you get a chance to view the comments? Please let us know if you need any help here. 

JaneProcurify
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  • December 28, 2020
sai_ram wrote:

@JaneProcurify did you get a chance to view the comments? Please let us know if you need any help here. 

yes, thank you, my problem was solved

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