Transformation Tasks in Rules Engine

Configure DataSet (Fetch Task)

1. In the Dataset task, enter:

• Task Name
• (Optional) Task Description  

2. Select Usage Data as the source object.
   Note: Usage Data is a Custom object. If you do not find this object in the Objects list, you have to create the Object. Refer to the Gainsight Data Management article to learn how to create, Custom Objects, Custom Fields, and insert data into Custom fields.

3. Add the following fields, in the Show section.

• Date Field
• GS Created Date
• GS Modified Date
• Views
• Page name
• Company Name

4. Click SAVE.
5. Click <- , to go back.

Transformation Task - Data Aggregation

In the aggregation task,  page views are aggregated against Company and Page name, in order to view unique page views for every page by various customers.

1. In the Setup Rule screen, navigate to + TASK > Transformation.

2. Enter:

• Task Name
• (Optional) Task Description

3. Select Fetch data as the source object of the dataset.
4. Add the following fields to the Show section:

• Company Name
• Page Name
• Views

5. Add Company Name to the GroupBy section.

6. Select Count_distinct of views for Views field, in the Show section.

7. Click SAVE.

You can now set up an Action on the output dataset.

See Also:

• Rules Create Tasks in Rules Engine

• Merge Tasks using Rules Engine

• Pivot Tasks in Rules Engine

• Aggregate Usage Data with Rules Engine

• Formula Fields in Rules Engine