Hello All,
I think I am loosing my mind. :)
We recently created a subjective health score to allow for the CSM to log sentiment. However, based on Customer segment, we need an update every 30 days for example.
I attempted to create a report off Activity Timeline and used a logic set like:
(Where CSM = Current User AND Scorecard_Measure = Sentiment AND Activity Date <=30 Days) OR (Scorecard_Measure=Sentiment AND Activity Date=Null)
I get all the accounts and update info for the out date sentiment, but nothing on the NULLS!!!!! Help! :)
The Goal: Create a widget that shows the number of CSM Sentiments that are missing or older than 30 days.
Open to ideas/solutions. Any luck I am just missing something simple here.
Thanks Admins,
DB
Starting to think I need to customize a data field to get the last activity date and updated it daily… But you cannot edit the Activity Timeline dataset as it is a System data set… hum...
Pretty sure this is another “absence of data” issue. If the sentiment was never entered and a TL entry was never created, there’s no “NULL” in the table. You’d have to create a Data Designer set that will explicitly account for the absence of entries in the Timeline table.
As an aside - we created a Last Activity Date field on the Company object to capture the number of days since the last overall Timeline activity and populated it via a rule. With that you could use nulls in the report filter.
Pretty sure this is another “absence of data” issue. If the sentiment was never entered and a TL entry was never created, there’s no “NULL” in the table. You’d have to create a Data Designer set that will explicitly account for the absence of entries in the Timeline table.
Thinking of a Homer Simpson quote here! You are absolutely correct as you mentioned in your recent post on the lack of Nulls. Don’t know why that didn’t connect in my head - other than I have a data hangover.
You are both correct. Its the Nulls!
Ran into this exact same issue, and@darkknight is correct. I wrote a rule to populate the ones that didn’t have a value with NULL, and then, was able to report on them. The weird thing is that you can see that they are indeed N/A on the Mass Scorecard Update report, but not in a regular scorecard report.
What a mess! I was so confused. Kept going back to my logic - but it was sound. Just not getting the data I needed.
Workaround time. Thanks Y’all!
Hope it’s not one of those days….
Hope it’s not one of those days….
It is@jean.nairon , it is. ;)