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Gainsight Inc.

Catch-up on Data Management Enhancements

May 2019: 6.3 Release

Gainsight Data Management offers you the flexibility and full control over your object structure, schema and data within Gainsight. Create and edit all aspects of your data design through an administrative interface to continually develop your Gainsight schema with your evolving business.

  1. Introduction of String and Date Formula Functions: With this release, Gainsight now allows you to create calculated fields by using String and Date functions. You can find these functions on the Create Calculated Field window.

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You can create a calculated field by using the existing fields in that object, as arguments of the function. Apart from the existing fields, you can also use other applicable formula functions as arguments while building a formula field.

Business Use case:

String Function: If you have two custom fields called First Name and Last Name, you can merge them using the Concat function to create a Name field which stores the full name of the person.

Date Function: The Company object has a data field called Renewal Date which stores the renewal date for the customer. Generally, renewals which are due in the current quarter are given high priority. You can use the Date diff function to calculate the number of days left for renewal in the current quarter.  

A step by step procedure to implement the above two use cases is demonstrated in the Create Formula Fields section of the Gainsight Data Management article.

IMPORTANT:

  • In a string function, you can use any field with Data type Email, GS ID, Rich Text Area, SFDC ID, String, and URL.  
  • In a Date Function, you can use any field which has Data type, Date or Datetime.
  • To use a formula function in a custom field, you must ensure that the Data type of the custom field is same as the return type of the formula function. For example, the Date Diff function returns output in Number format. To use this function, your custom field must have data type as either Number, Percentage, or Currency. Substring function returns output in String format. You cannot use it if your custom field’s data type is currency or Date.

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  1. 18. Comm.png Ability to view and delete records from the custom objects from the Data Operation page: Data Operation is an Administration page that helps Admins view, edit, and delete existing records in the Gainsight standard objects, Company and Relationship.

    You can now view and delete records in the Custom MDA objects from the Data Operation page. Before upgrading Gainsight to V6.3, you could view and delete records in the custom MDA objects from the Data Management page only.

    To see this enhancement:
    1. Navigate to Administration > Data Operation.
    2. Select a custom object from the object drop-down list. You can now see custom MDA objects in the drop-down along with existing standard objects, Company and Relationship. You can now see all of the records from the custom object.

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  1. Select required fields of the custom object from the Column selector to see selected fields and the values stored in them for all the records.
  2. Select checkboxes against one or multiple records and click the Delete record icon to delete the corresponding records. You can also filter the records using Advance filters option and delete them.

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Note: You cannot add or edit records into custom objects now, but you can just view or delete them.

Remaining options in the Data Operation page work for the records from the custom objects as similar to the Standard objects. For more information, refer Data Operation.

  1. Deletion of Parent record identity in the Child record when Parent record is deleted:  Self-Lookup enables admins to lookup to the same standard object and fetch GSID of another record to the target field using derived mappings in the configuration of a data ingestion channel. Self Lookup functionality is used to create User - Manager hierarchies, ‘My team’ and ‘Portfolio view’ reports, etc. Example: You can populate values into the fields, Company::Parent Company and User::Manager using self lookup configuration. For more information, refer Self Lookup.

    Enhancement: If two records (parent and child) in an object are connected through self-lookup, for example, to show Company Hierarchy or Person Hierarchy in the C360 page, when the parent record is deleted, identity of this record in the child record is also deleted. This enhancement helps to create better hierarchical maps for Company, Person, etc.

    To experience this enhancement in the Company object from the Data Operation page, consider there are two records named ABC and XYZ in the Company object connected through Self-lookup. Parent Company field of the XYZ record is populated with GSID of the ABC record. If the ABC record is deleted, Parent Company field of the XYZ record becomes null as shown below:

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April 2019: 6.2 Release

Gainsight administrators can create and manage the Gainsight Objects in the Data Management page. As an analogy, a Gainsight Object and its field(s) can be thought of as a database table and its columns.

  1. Ability to Auto validate and Test Formula fields Previously, when you created a formula field, you had to manually click the VALIDATE button each time you made a change to the syntax. There was no provision for verifying the results of formula fields within GDM.

    However, with this release the VALIDATE button is removed from the UI. Formulas are now auto validated. If you enter a formula with the wrong syntax, you cannot save it. A TEST FORMULA button is introduced to verify the results of the formula by providing values.

To use this enhancement:

  1. Navigate to Administration > Operations > Data Management.

  2. Select the object on which you want to create formula field.

  3. Click ADD FIELD.

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  1. From the Data Type drop-down menu, select Number.

  2. Select the Calculated Field check box.

  3. Click CREATE FORMULA.

You will receive an error message while trying to auto save a formula with incorrect syntax.

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Use Test Formula function

  1. Select the operators, operands, and braces as shown in the below image to form a formula field and click SAVE. The following formula is used to calculate Lifetime value (LTV) of a customer.

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  1. Click TEST FORMULA to verify if the expression is evaluated correctly.

  2. Enter sample values in the fields and click TEST.

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