Data Management & Integrations

Share your questions and best practices on the Gainsight Analyzer, Adoption Explorer, GDM, API, Person model, or anything related to integrations.

  • 357 Posts
  • 974 Replies
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shivani
started this topic

A Data Designer Use case

Hello Gainsight Admin Community! Having the option to see percentages across an entire customer base in reports or combining multiple data s...
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What accounting system does your company use for billing?

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spencer_engel
Rank
spencer_engel
started this topic

3 Quick Tips for when to use Gainsight Analyzer

Gainsight's Analyzer tool is a powerful tool that all Gainsight Admins should get familiar with. We have thorough documentation on the...
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357 Posts

aalok_shah
aalok_shahRegistered User
asked in Data Management & Integrations

Clearing and Reloading Data without triggering CTAs or removing visualizations

Hi.  I am a new admin wanting to clean out the data in our gainsight platform.  How do I clear and reload data while not triggering CTAs or ruining any existing visualizations?

3
lila_meyer
Gainsight Employee: Grand Slammer
5 years ago
toddcarey
toddcareyRegistered User
asked in Data Management & Integrations

Date and Time format required for S3

I can't locate anything that defines what formats Gainsight accepts for Date type or Date and Time types in the MDA.  Does anyone know or know of a document that helps with these requirements for .csv imports?

4
dale_parent
5 years ago
morgan_albright
morgan_albrightRegistered User
asked in Data Management & Integrations

Gainsight Data - Connect to Domo

Has anyone been able to push their Gainsight data into Domo? Our team has an ongoing initiative to push our data into Domo for dashboards/reporting, but Domo does not yet offer a Gainsight connector. I've been told it's possible to do it through a Bionic rule that pushes the data into the S3 connector and then into Domo. If anyone has done this before, your input would be greatly appreciated! Thanks for your help!

1
dstokowski
Gainsight Employee: ACE
5 years ago
johnny_burtchaell
johnny_burtchaellRegistered User
asked in Data Management & Integrations

Clone MDA Objects

How do we Clone an object within the MDA?

4
brad_jennings
5 years ago
darkknight
Grand Slammer
darkknightGrand Slammer
asked in Data Management & Integrations

Multiple case statements in Advanced Formula?

I am trying to leverage an Advanced Formula in Data Management and where I have successfully used them before for IF-THEN-ELSE type scenarios, does anyone know if you can do IF-THEN-ELSIF-THEN-ELSE type scenarios? I tried  case when (X < Y and X is not null) then 0 else (X > Y and X < Z) then 50 else (X > Z) 100 end That didn't work (neither did removing the brackets) so I'm thinking either my syntax is bad or this is not possible.  Any feedback?

1
darkknight
Grand Slammer
5 years ago
sdrostgainsightcom
sdrostgainsightcomGainsight Community Manager
asked in Data Management & Integrations

For the S3 Connector, is the ability to ingest compressed files, like GZip, coming?

Interested to know (after talking with some data engineers getting ready to push data to a connected S3 bucket): Does Gainsight have plans to add some common file compression/decompression options? In this case, allowing an encrypted GZIP file to be uncompressed after decrypting? Just passing the question/suggestion from a newer Gainsight customer that I couldn't answer - thanks!

1
sumesh
Shoshin
5 years ago
dan_ahrens
ACE
dan_ahrensACE
asked in Data Management & Integrations

User Management filters do not work correctly

When searching for users in the Slack configuration screen, filters for searching for users in the table headers do not work correctly. See video example here: [url=https://cl.ly/2G3l2U2c2Z0B]https://cl.ly/2G3l2U2c2Z0B[/url]

2
dan_ahrens
ACE
5 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
asked in Data Management & Integrations

Join MDA Tables On Date Field

I have a use case in which I would like to be join together two MDA tables based on a "Date" Field.  For context, I am capturing things like "Daily tickets created, Resolution, Bugs, etc." at both the Micro (customer level) and the Macro (org level) as a snapshot in the MDA. While my Micro table has an account ID the Macro table shouldn't, which is by design. My thought process here was that I could Join Macro -> Micro on "Date" which is the common field in both tables.  The use case here would be that I could create one singular report and overlay (for example) the specific customers daily "Average Overall Resolution" time vs. our overall customer bases "Average Overall Resolution" time is. I can do this in two reports today, would just rather have it in one singular report. 

1
jitin_mehndiratta
Shoshin
5 years ago
kathleen_6f2c2d
kathleen_6f2c2dRegistered User
asked in Data Management & Integrations

Changing the Start of the Week Day in Usage Configuration

I am looking for the process to follow and what potential risks are to changing the "Start of the Week" day in Usage Configuration. When I first changed the day, all usage data disappeared from under Adoption pane. If day is changed, is it simply a matter of rerunning load to usage rules to repopulate data under new start of the week labels? Thank you for any advice and recommendations.

1
sai_ram
Grand Slammer
5 years ago
kate_green
Team Captain
kate_greenTeam Captain
asked in Data Management & Integrations

How do I populate the Manager field in the User standard object?

What's the best way to populate the Manager field in the User standard MDA object?  It's a GSID field type so I can't just populate it with the manager's SFDC ID. I was thinking of using a bionic rule to merge the manager's GSID with the CSM's GSID... is there a better way?  

12
kunal_bhat
Shoshin
5 years ago
lokeshraovn
lokeshraovnRegistered User
asked in Data Management & Integrations

Not able to view data under User list under User management as a Gainsight admin

As s Gainsight Admin I'm not able to view and check the current Gainsight Users Under the User Management feature. I've been told by Gainsight support that We need to have SFDC admin permissions. As Gainsight admin, we should be at-least able to view the Gainsight Licensed Users under the User List. Has anyone else observed this? Thanks! ~Lokesh

1
lokeshraovn
6 years ago
kate_green
Team Captain
kate_greenTeam Captain
asked in Data Management & Integrations

Gainsight Connect For Contacts

We are beginning to move over our Account Master Join table to the Company (standard) table that can be populated by Gainsight Connect.  We were wondering if there are any plans to add a Contact standard table to the list, so that we can align our contact records in Gainsight without using a rule to populate our custom Contact MDA.  

3
kate_green
Team Captain
6 years ago
toddcarey
toddcareyRegistered User
asked in Data Management & Integrations

What specifically to look at when S3 ingest job error says: Input file format does not match job configuration

2
toddcarey
6 years ago
jahnavi
Shoshin
jahnaviShoshin
asked in Data Management & Integrations

Importing decimal values

When I import ARR for my customers and if the values are in decimal it would then truncate the decimal values  Eg: 0.876 is rounded to 0 Note I am trying manual import and not from S3 How do I import decimal values?

7
jahnavi
Shoshin
6 years ago
jahnavi
Shoshin
jahnaviShoshin
asked in Data Management & Integrations

Can we upload decimal values in the percentage data type field?

1
lakshmi_chaitanya
6 years ago
devin_stevens
Shoshin
devin_stevensShoshin
asked in Data Management & Integrations

MDATime zone Issues

MDA Time Zones The MDA manages time in UTC, meaning that datetime values do not work with reporting logic in Gainsight. Example: Customer has a filter set to "today" on a dashboard...at 5p PST all their dashboards go blank and start looking at "tomorrow" because the logic is based in UTC, and no data exists yet for tomorrow in their daily data. It would be best to follow timezone logic set in the SFDC org, second best would be to have the customer set it (similar to the rules engine), third would be a manual set per tenant by the Gainsight team during installation.

2
sai_ram
Grand Slammer
6 years ago
seth
Gainsight Employee: ACE
sethGainsight Employee: ACE
asked in Data Management & Integrations

Google Analytics Foreign Key / corresponding ID is unfortunately & surprisingly case-sensitive

When setting up a Google Analytics integration, you pull in a field from Google Analytics that indicates the customer. In our case, it's called "abbreviation". Screenshot: [url=http://cl.ly/1X1J1Y1S2h08]http://cl.ly/1X1J1Y1S2h08[/url] You then indicate which Salesforce Account field corresponds to that Google Analytics field. In our case, it's called "Account Number". Screenshot: [url=http://cl.ly/3g272c0O1T0f]http://cl.ly/3g272c0O1T0f[/url] Unfortunately, when Gainsight aggregates the raw data into the "Day Agg" table, it performs a [i]case-sensitive match between our "abbreviation" and "Account Number". Some Accounts, therefore, have ended up without any aggregated Google Analytics data. I didn't realize that behavior when we were setting it up (it's not noted in the documentation [url=http://cl.ly/0x0F2u2q3E3H]http://cl.ly/0x0F2u2q3E3H[/url], and I did this setup live with our Project Manager, who either didn't know or think to mention it), and n

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seth
Gainsight Employee: ACE
6 years ago
samantha_braastad
Shoshin
samantha_braastadShoshin
asked in Data Management & Integrations

How much data can be housed in MDA?

We are currently receiving some of our data on a weekly basis that is summarized due to the size/amount of data that would be included if we received it on a daily basis. However, there would be a lot of benefit to having it on a daily basis as we would be able to more proactively engage with our customers. Is there a volume restriction on what can be loaded into the MDA? 

3
dstokowski
Gainsight Employee: ACE
6 years ago
marie
Gainsight Employee: Champion
marieGainsight Employee: Champion
asked in Data Management & Integrations

More Control over Scorecard Measures on the Usage Data Object

There is very little control the end-user has over how Scorecard Measures are created and display on the Usage Data object. For example, we can't control through the Admin UI if a Scorecard Measure is available for display in the Usage Graph or change any of it's field names after it's created. It's particularly troublesome if a Scorecard Measure name is similar to the name of an actual Usage Measure. There's no way to distinguish between the two in the Rules Engine and it is a common pitfall.

3
sai_ram
Grand Slammer
6 years ago
jason_metzler
Veteran Rookie
jason_metzlerVeteran Rookie
asked in Data Management & Integrations

Woopra usage data in GS

We have Woopra tracking usage data, and are looking for the best way to pull that data into Gainsight for usage & reporting. Woopra has a webhook feature that allows us to run an HTTP POST anytime a user performs a specific action on our platform. [u][url=https://www.woopra.com/docs/manual/creating-triggers/#Option_3_Webhook_Configuration]https://www.woopra.com/docs/manual/creating-triggers/#Option_3_Webhook_Configuration[/url] [/u] My question is, what would be the best way to get this data into Gainsight? Should we use webhooks to post to our S3? Should I post to our Matrix Data?

6
kendra_mcclanahan
Gainsight Employee: Team Captain
6 years ago
kate_green
Team Captain
kate_greenTeam Captain
asked in Data Management & Integrations

Lookups in Day Agg Case Sensitive?

We are currently using a Day Agg function to lookup a value in our portal object on SFDC and match that value to the account name.  Are the lookups involved in this function case sensitive?  I'm finding a lot of the results are being returned as -999 "Account Not Found" even though they do match on everything except for the letter case. 

2
kate_green
Team Captain
6 years ago
ky_powell
ky_powellRegistered User
asked in Data Management & Integrations

Trying to find a way to readjust how the usage graph's default Y axis is values.

I am trying to find a way to readjust how the usage graph's Y axis is set. It seems to change automatically change the default Y axis values depending on the usage it finds but it typically does not represent the data very well. Is there a way to change this?[img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20170208-48960-1ccwbjq-Screen_Shot_2017-02-08_at_9-12-28_AM_inline.png[/img]

3
lisa.mirth
Gainsight Employee: Team Captain
6 years ago
lakshmi_chaitanya
lakshmi_chaitanyaRegistered User
published in Data Management & Integrations

Meet Gainsight's product team at Pulse

I will be attending Pulse Conference (May 9 - 11) representing Gainsight's Product team.i would l like to meet you all during the conference discuss Gainsight & gather your feedback, please reach out to me directly at lmunnangi@gainsight.com to schedule a meeting.  

610
lakshmi_chaitanya
6 years ago
ellenoangieslistcom
Shoshin
ellenoangieslistcomShoshin
asked in Data Management & Integrations

Does anyone use Gainsight and Pardot?

Our company recently purchased Pardot and I was wondering if anyone uses it in combination with Gainsight.  Ideally we would like to be able to fire CTAs based on logic in Pardot once we get up and running but I do not know if it is possible especially if the end user might not have a Pardot license.  

6
brian_adkins
6 years ago
kraig
kraigRegistered User
asked in Data Management & Integrations

Can you write data from the "Usage Data" object back to an MDA table for calculations?

We need to perform simple calculations ((X + Y * Z) * 100) on data that is stored in the Usage Data object.  We've been able to use calculated fields in the rules engine to write short-term and long-term moving averages back to the Usage Data object, but no matter what we try we cannot write those same values to an MDA table (where we need it to perform additional calculations on).  Is there some limitation we need to be aware of, and more importantly a way to do what we need?

6
kraig
6 years ago

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