Hoping that I’m just missing something and someone has a solution for this. We have several manual sentiment measures on our scorecard. We need to build a report that shows 1. Accts that haven’t been updated in X days (easy enough) 2. Accts that have never been updated. (This is where I’m running into issues)
From what I can tell, if the score has never been added, technically, there’s not a measure for it. I can see the Nulls in the Scorecard Mass Edit report, but I can’t seem to get a report that would show both the last modified date of the individual score and the nulls. If I select Standard report instead of Scorecard Mass Edit, I can get to the specific measure and modified date, but not if I choose Scorecard Mass Edit.
Anyone have a solution or a suggestion? I’ve tried getting to them from the Rules Engine to mark them as NA so that I can pick them up. I’ve tried Data Designer. Thanks for the help!
Best answer by jean.nairon
Good trick. Thanks
For the rule, you mentioned:
So, when I do the merge, I keep all accounts from the left dataset, and then, for the actions, try to set the filters to look for accounts where the input type is MANUAL and the measure name doesn’t equal Sentiment. (So, I don’t overwrite any that do have a score). When I do that, I get 0 even though I know there should be about 200.
I’m not sure I fully follow what you mean here but here’s what I would recommend. For the first data set, you should have a list of all companies filtered down to just your customers. This should include Let’s use that as the left dataset in the merge.
For the second data set, I recommend to pull the score and the Company GSID. You will need to filter down the query to just one measure. If you want to check multiple measures, you can do that but you will need multiple separate queries. This data set will be the right data set.
In the merge task, retain all records on the left. So in the end you will have a table that includes theses fields:
- Company GSID (or you can use any other UID you like)
- Manual Measure 1 Score
- And you can add additional measures if you do a 3rd or 4th query.
Let’s say you have a 1000 customers and only 600 have scores filled out. The end results of your query should include all 1000 customers and 600 of them will have the scores. The other 400 will have empty fields.
If you want to trigger a CTA from here, you can filter down to the score = Null in the Action tab.
Hope this makes sense and helps you find the right solution for your challenge.