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Need A Way To Filter MDA Data Off Of Current User

Related products:CS Reports
  • February 10, 2016
  • 8 replies
  • 34 views
ryan
jean.nairon
steve_davis
smorrisgainsightcom
seth
+7
  • ryan
    ryan
  • jean.nairon
    jean.nairon
  • steve_davis
    steve_davis
  • smorrisgainsightcom
    smorrisgainsightcom
  • seth
    seth
  • alen_horvat
    alen_horvat
  • tom_gerth
    tom_gerth
  • willybeanes
    willybeanes
  • brittany
    brittany
  • amanda_sepe
    amanda_sepe
  • dstokowski
    dstokowski
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    elizabeth_adams_c593ee

smorrisgainsightcom
I have had a few clients looking to do the same filtering that is available when reporting on SFDC objects.  The big ask is something similar to CSM = Current User.

I'm assuming that we pass the session ID of the logged in user to get the filter to work appropriately on SFDC data, however in MDA I have not been able to figure out a workaround that behaves the same.

Is this on the roadmap or are there any known workarounds?

8 replies

sumesh
  • Helper ⭐️⭐️
  • 256 replies
  • February 11, 2016
Scott,

We don't have a notion of a "user" in MDA. A perfect solution for this would require an ser object in MDA. That said, let me check if there are any workarounds.

Also, can you clarify the use cases involved here?  

Thanks,
Sumesh 

seth
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  • Gainsight Employee ⭐️⭐️⭐️
  • 550 replies
  • February 11, 2016
My use case:
We have our Google Analytics data aggregating into a "Day Agg" table in Gainsight. I have reports based on that table that I would like to add to the My Customers tab, and I don't want to deal with the complication and the storage limits of loading the data to Usage in order to make it visible in My Customers. However, in Reports 2.0, I'm not able to create a report on the Day Agg table and add a filter on "Customer Success Manager = Current User", because the Account object is not available for filtering.

sumesh
  • Helper ⭐️⭐️
  • 256 replies
  • February 15, 2016
Thanks for the use case, Seth!

willybeanes
  • Contributor ⭐️⭐️⭐️
  • 17 replies
  • March 28, 2016
Hi Scott,

We our CSM's User ID mapped to the "Agg" table and set the mapping to be "User ID", and we still are unable to filter by "Current User".

Is this the same use case as yours?

smorrisgainsightcom
Hi Will, yours is the the same use case as I am seeing with a few other customers.

alen_horvat
  • Contributor ⭐️⭐️⭐️
  • 22 replies
  • May 25, 2016
Use case for us would be very much similar to Seth's - creating reports which are filtered by CSM = Current User while those reports are based on MDA tables.

seth
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  • Gainsight Employee ⭐️⭐️⭐️
  • 550 replies
  • July 20, 2016
Hi Sumesh,
Do you think that the upcoming feature of DataSpaces that I saw in the product roadmap webinar could help on this front?

dstokowski
Forum|alt.badge.img+4
  • Gainsight Employee ⭐️⭐️
  • 533 replies
  • July 21, 2016
We are definitely looking at adding capability to do this kind of current user filtering for MDA data in our releases next quarter (although subject to change).

Currently, you could write to MDA with the basic user information using Rules and allow your users to use dashboard filters to pare down to their information. With dashboard filters, you do need to have that filter option on each report.

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