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Gainsight Inc.

Use Data from PX in Data Designer

This article explains Admins how to create and edit datasets in Data Designer when using PX as data source.

Overview

Gainsight PX helps you to deeply understand your uses and their actions in your product, collect feedback, and create in-app engagements like walkthroughs and guides to drive onboarding and adoption. After importing PX usage data into Gainsight, you can slice and dice the data to analyze and gain insights which helps you make faster business decisions.

Example Business Use Case: Import usage data by ARR segments, Health Score segments by fetching aggregated custom events data from PX into Data Designer and merge them with Company data in Gainsight. Once a Dataset is created in Data Designer, it can be saved in dataspace and used in other functionalities of Gainsight like, Reporting, Rules, and Journey Orchestrator (JO).

Prerequisites

To fetch data from PX, you must create a PX connection in the Connectors 2.0 page. For information on how to create a Gainsight PX connection, refer to the Gainsight PX Connector article.

Create PX Dataset

Data Designer helps admins build Datasets from PX as data source. Using these datasets, you can explore and analyze the data from PX.

To create PX Dataset:

  1. Navigate to Administration > Data Designer. The Design List page is displayed.
  2. Click New Design.
  3. On the New Design page, the following four steps are displayed:
    1. Details
    2. Preparation
    3. Explore
    4. Configure

Details

Perform the following actions in the Details step:

  1. In the Design Name field, enter the name of the Data Design.
  2. From the Select Folder dropdown, select the folder that you have already created in the Design List page.
    Note: If you do not select a folder, the design is saved in the Uncategorized folder by default.
  3. (Optional) In the Description field, enter the details as required.
  4. Click Prepare. The Preparation step is displayed.

For more information on Details, refer to the Create Dataset in Data designer article in Additional Resources section.

Preparation

To prepare the Dataset:

  1. From the Data Source dropdown list, select Gainsight PX.
    Note: Gainsight PX data source appears in this field only if you have established a PX connection in the Connectors 2.0 page as explained in the Prerequisites section.
  2. Select a product from the list of products available for the data source. The custom events associated with the product are displayed.
  3. Drag-and-drop the event from the left pane to the Preparation screen. The Select Fields window is displayed.

Select Fields

This section displays all the fields available in the source object.

To select fields:

  1. On the Fields tab, select the required fields.
  2. Click Select. The Object page is displayed. This page displays the following four tabs:
  • Details & Summary
  • Fields
  • Filters
  • Export to S3

IMPORTANT:

  • A maximum of 100,000 records can be imported from PX.
  • In Data Designer, data from PX needs to be aggregated. Hence, at least one field should be selected as Group by.
Details & Summary

The Details & Summary tab has two sections - Dataset Details and Summary.

In Dataset Details section, perform the following actions:

  1. In the Output Dataset Name field, enter the dataset name.
  2. In the Description field, enter a brief description of the dataset.

The Summary section displays the fields and filters applied to the dataset.

Add Fields

The Fields tab helps you add or modify fields within the dataset. The following columns and options available on this tab:

  • Fields: This column displays the list of fields selected in the above step.
  • Group By: A checkbox is provided against each field name to select which fields are to be aggregated by assigning the fields to Group By.
  • Aggregation: After adding the field to Group By, from the Aggregation dropdown list, select the required aggregation type.
  • Display Name: By default, the Display Name is the same as the Field Name.  if required you can modify the name in the Display Name textbox.
    Note: Display Names are shown in the Datasets/reports.
  • Click Add Fields, to add additional fields to the dataset.
  • Click the Settings/Gear icon to make changes to numeric data type fields.
    For more information refer to the Preparation Details in Data Designer article.
  • Click the Delete/Trash icon to delete the field from the dataset.
  • Click Save, to save the dataset.

For more information on how to add fields, refer to Preparation Details in Data Designer article in Additional Resource section.

Select Filters

To apply Filters:

  1. Navigate to the Filters tab.
  2. Click Add Filter.
  3. From the Field dropdown, select the required Date field.
  4. Select the Operator and then enter a value in the Value field.
    Notes:
    • To add more filters, click the + icon next to the Value field.
    • To delete a filter, click the x icon.
    • In the Advanced Logic field, you can add advance filters such as (A OR B) AND C.
  5. Click Save.

Note: Events data from PX needs to be specified within a date range. Hence, Filters must be added based on dates less than 180 days.

For more information on how to add and edit fields, filters and other functionalities in the Preparation step, refer to Preparation Details in Data Designer article in the Additional Resources section.

Export to S3

The Export to S3 feature helps you to export output data at a dataset level directly from the Preparation step to the Amazon S3 bucket.

For each dataset, you can configure the export as required. To export the data to S3:

  • Navigate to Data Designer > Design.
  • Click the Preparation tab.
  • Click on the Context menu of an existing dataset.
  • Click Edit and select the Export to S3 tab.

You can export data to either Gainsight or Custom S3 bucket with encryption and decryption capabilities.

For more information on how to export data to S3 bucket, refer to the Export to S3 from Data Designer article.

Edit Datasets

To edit a dataset:

  1. Click the Pencil icon (or) Context menu.
  2. Click Edit to modify a dataset. The Object page is displayed.

You can edit the Output Dataset Name, Description, Fields, and Filters as required.

Other functionalities supported in the Preparation step are:

  • Create Multiple datasets from sources such as:
    • Salesforce
    • MDA data
    • Amazon S3
    • Snowflake
  • Merge, Transform, or use Union on multiple datasets.

For more information on these functionalities, refer to the Preparation Details Data Designer article in the Additional Resources section.

Explore

In the Explore step, you can report and analyze the output dataset created during the Preparation step and save these analyzed reports.

For more information on how to explore a Dataset, refer to the Explore Details in Data Designer in the Additional Resources section.

Configure

Once a report is created in the Explore step, you can save it as a Dataspace in Gainsight. A Dataspace is used in other features of Gainsight such as Reporting, Rules, and Journey Orchestrator (JO).

For more information on how to Configure schedule, refer to the Configure section in Create Datasets in Data Designer article in Additional Resources section.

Additional Resources

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