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Pivot Tasks in Bionic Rules

Pivot Tasks

Create Bionic Rule

  1. Navigate to Rules Engine > RULES LIST tab > Click +RULE.

  1. In the Edit Rule screen, enter the required information in the fields available. In this use case, the following information is used as example:
    • Description: [Optional]

    • Rule Name: Pivot on page names

    • Rule For: Account

    • Rule Type: Bionic

  2. Click NEXT. The Setup Rule screen is displayed.

Create Data Set (Fetch Task)

  1. Click DATASET TASK to create a data set.

  2. Enter Task Name (here it is fetch from usage data), Task Description (Usagedata fetch), and Output Dataset Name (here, it is Usage Data).

  3. Select Account as the source object, add fields in the Show/Filters sections and click SAVE as shown in the following image.

 

 

 

  1. Click to go to the Setup Rule screen where you can view the fetched dataset that is performed in this Bionic Rule.

 

 

 

Pivot Task to create a single output

  1. In the Setup Rule screen, click +TASK > click Pivot.

 

  1. Enter Task Name (here it is Pivot on page visits), Task Description (Page visits pivot), and Output Dataset Name (here it is Page visits).
  2. In the Setup Rule screen, select Dataset and Usage Data as source object. Select the following options for the available sections on this screen as used for pivoting task in this example:
    • Pivot on: Page Views 23

    • Show: Account Name 23 

 

 

  1. Click on the gear icon for the Page_Views field. The Pivot conditions to evaluate window will be displayed. In this use case the following conditions are used for pivoting on the page views (refer the following image):

 

Note: While pivoting any task, you must add one field under GroupBy section. Otherwise, it will display an error message while saving the task. Refer to the following image. 

 

 

5. Add a field in the GroupBy section. (In this use case, it is Account Name 23)

 

6. Click SAVE. The following message is displayed.

 

 

On Setup Rule screen, you can see the fetched task, pivoted task and also the Data Flow Diagram as shown in the following image.

 

 

Perform Action

  1. In the Setup Rule Action screen, provide the following data as used in this example (refer the following image):
    • Owner field: NA (whatever fields you add in the Setup Rule > Show section, all of them will be available under the dropdown list).

    • Action Type: Load to Company

    • Operation: Update

  2. Click +CRITERIA [No page vies >= Value 0]

  3. Click SAVE.

 

  1. Navigate to RULES LIST tab where you can run this newly created Bionic Rule by clicking RUN NOW.

 

Clicking RUN NOW displays the Run Rule window where you can mention date and an email id where you want to send a copy of the Rule Result and then click RUN.

 

Schedule

You can use this option to schedule the execution of this rule in the same way as you schedule in Rules Engine for other rule types before. For more information about how to schedule an individual rule, refer to the Scheduling Rules article.

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