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Fields Tab Options and Derived Fields

Gainsight NXT
Gainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.

This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.

If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.

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Introduction

This article is the fourth item in a series of Adoption Explorer configuration articles. Gainsight recommends you to refer the initial articles of the series and then start with this article.

This article will walk you through the options available on the Fields tab and also explains about how to configure derived fields in the Adoption Explorer objects. Before you configure derived fields, configure a source connection and add the required fields to the Adoption Explorer objects. To configure objects, refer Configure Adoption Explorer Objects.

Fields Tab

Once a source connection is configured and saved, clicking the Fields button will navigate you to the Fields tab where you can see the list of fields added.
Currently, Adoption Explorer has four types of fields:

  1. Dimension: is the field that cannot be aggregated.
  2. Measure: is the field that can be measured, aggregated, or used for mathematical operations
  3. Derived Dimension: is the custom dimension created in an object, using the ingested dimension field.
  4. Derived Measure: is the custom measure created in an object, using the ingested measure field.

Listed below are the components on the Fields tab:

Overview1.png

  1. Object Name: The name of the Adoption Explorer object you have selected.
  2. Sources: Clicking Sources will navigate you back to the source page.
  3. Fields: Fields tab displays the list of all the fields (including Derived Fields) in the object.
  4. Default Filters: Name, Data Type, Created By, Modified By and Modified At are the default filters available, and you can add additional filters using Additional Columns, if required.
    1. Actions
      • Edit: Click the Edit icon to edit a derived field. For more information about Derived Fields, refer Configure Derived Fields.
      • Note: You cannot edit the fields ingested from source data.
      • Delete: Click the Delete (trash) icon to delete a field.   
    2. Name: You can filter the fields based on the name of the field. When you start typing any set of keywords in the search bar, you will see the filtered results, if the keyword matches with the field name.
    3. Data Type: You can filter the fields based on the data type of the field such as All, String, Number, Boolean, Date and Datetime.
    4. Created By: is the display name of the Admin who has created that particular field.
    5. Modified By: is the display name of the Admin who has created that particular field.
    6. Modified At: is the date and time on which the field has been last modified.

Default filters.gif

  1. Additional Columns: Click the Additional Columns dropdown list to select additional filters as mentioned below.

    1. Source Name: You can filter the fields based on the source name of the field. When you start typing any set of keywords in the search bar, you will see the filtered results, if the keyword matches with the source name.
    2. Source Data Type: You can filter the fields based on the Source Data Type of the fields such as All, String, Number, Boolean, Date and Datetime.
    3. Source Display Name: filters the fields based on the Source Display Name of the fields. Source Display Name is the display name of the fields ingested from Source.   
    4. Source Type: You can filter the source types with the available sources such as S3, MDA, SFDC and GA. For derived fields, the source type would be the object from which it has been derived for ex- Usage Info/Timeseries.
    5. Created At: is the date and time on which the field has been created.

Note: Additional Columns are not state preserved, once you navigate to other tab, you will lose the selection.

Additional column.gif

  1. Show fields from Sources: Switching ON the Show fields from Sources toggle button will display all the ingested fields along with the Derived fields. If you switch OFF the toggle button, you will only see the derived fields.

shpow fields from sources.gif

  1. Pagination Tool: If you have configured too many fields, using pagination tool, you can navigate through different pages and view multiple records, in a set of 5, 10 and 20 records on a single page, based on your selection.

Pagination.png

  1. Derived Fields: Click + Derived Field to create a new derived field, using the ingested measures and dimensions. See below for instructions on how to create a derived field.

Configure Derived Fields

Derived Fields: are the custom measures and dimensions created in an object, using the ingested measures and dimensions. For example, if you have a Page Views field, then by applying Aggregate > Sum function, you can derive the Sum of Page Views.

Once the Adoption Explorer objects are configured and saved, you are now allowed to create derived fields from the Fields tab. You can add/edit/delete a field in both Active and Inactive status of a project.

To Configure Derived Fields:

  1. Navigate to Administration > Adoption Explorer > Administration.
  2. Hover to the required project name and click the Objects icon, you will be landed on the Objects page.
  3. Hover to the required object in which you want to create a Derived Field, and click Fields. You will see the list of ingested fields.
  4. Click + Derived Field.

DErived field navigation.gif

  1. Field Label: Enter the Field Label Name.
  2. From Source: Select the required source from the From Source dropdown list. 

Field Label and Source.png

  1. Function Type: Select the required function type from the Function Type dropdown list. Click ⅀ Fn (Sigma Function) on the top right corner to learn more about the functions.
    For more information about Functions in Adoption Explorer, refer Adoption Explorer Functions.

    Note: Function type is an important part of creating a derived field. It is recommended to go-through the help text of the functions, if you are not aware of what a function does.

    Use cases:
  • Segment a customer - Segment( ARR), Segment( TotalPageViews)
  • Last time a user logged into your product - Max( LoginDate) by User
  • Number of days a User has been active in X days - COUNT(Distinct Date) in the Last X days by User
  • Number of Pages viewed by user - Sum of PageViews by user in Last X days
  • When a customer is using a feature not purchased - Sum of PageViews by PageTitle or feature by Date
  • Alert when customers usage of a feature increases dramatically - WindowsGrowth(PageViews) week over week.
  1. Function List: Select the required Function from the Function List dropdown list. Function list is grouped based on the function type. All the functions associated to the function type are displayed after you select the type.

Function Type and List.gif

  1. Function Definition: Select the required field from the Function Definition dropdown list, on which you want to apply the function.
    Note: Dropdown list contain all the fields which are eligible for that particular function. For example, if you select the function type as Aggregate, you will only see the Number data type fields.
  2. Decimal Points: Enter the number of decimal places (digits) you want to assign after the decimal point.
    Note: Decimal points are available only if the resultant data type is number. You need to specify up to what decimal point you want your data to be extracted and saved.

Function Definition and Decimal.gif

  1. Filter Rule: You can apply your own logic, for filtering the records, based on your business needs. To apply filters:
    1. Select the required Filter Rule, either And (or) Or.
    2. Click + to add a filter. You can add multiple filters in a single filter rule, by clicking +.
    3. Select the required field from the dropdown list, on which you want to apply the criteria.
    4. Select the required operator from the dropdown list, which meets your criteria /(business needs).
    5. Enter the required value of the field that meets your criteria (business needs).

Sub-filter.gif

You can also add multiple sub filter rules/Nested filter conditions under the filter rule. The data filtering after applying the sub filter rule starts from the lowest level filter.

To add a sub filter rule within a filter rule:

  1. Click the Rounded-Plus button.
  2. Select the sub filter rule, either And (or) OR.
  3. Select the required field from the dropdown list, on which you want to apply the criteria.
  4. Select the required operator from the dropdown list, which meets your criteria /(business needs).
  5. Enter the required value of the field that meets your criteria (business needs).

Sub-filter Logic.gif

Use Case: For instance, in the above expression, the filters applied on the Page Views field are:

OR Filters:

  1. Filter Condition 1: “time on page = 180 sec”   
  2. Filter Condition 2: “LAST N DAYS (includes current run date) = 30”

AND Filters:

  1. Filter Condition 1: “page title = ”Account Widget - RelatedList - Cases”
  2. Filter Condition 2: “exit rate > 40”

This means, the data filtering first happens using the AND filters (starts from lowest level filter), and if both the AND filter conditions are satisfied, then the OR filter conditions will be applied on the resultant data.

  1. Select the Enable Leaderboard checkbox, if required. Selecting the Enable Leaderboard checkbox will create a derived field in Weekly Timeseries object, and this action will allow you to create a leaderboard usage section from the Layouts screen.
    Notes:

  • You will see Enable Leaderboard option only in the Timeseries objects.
  • Leaderboard can be enabled only on Measures/Derived Measures.

Leaderboard.gif

Notes:

  • You can select the Disabled checkbox, if you want to stop further calculation on the selected field.
  • Select the RollUp to weekly checkbox, to aggregate the data on this field, on a weekly basis also. Selecting the RollUp to weekly checkbox from Daily Timeseries object will create a derived field in Weekly Timeseries object.

Derived Fields new UI.png

  1. Select the Associate Entitlement checkbox, if required. Selecting the Associate Entitlement checkbox will create a derived field in the same object, and this action will allow you to create a usage section from the Layouts screen.

    Note: Leaderboard fields will always be calculated on Weekly basis, whereas Entitlement depends on the source field configuration, either Daily/Weekly.

Derived Field Entitlement.gif

  1. Group By:
    1. For Company Usage Info and Timeseries Objects: By default, the checkbox for Group By with Company is enabled. You can also select the Instance checkbox to group the records by both Company and Instance.

Group By_Company.png

  1. For Person Usage Info and Timeseries Objects: By default, the checkbox for Group By with Company and Person are enabled. You can also select the Instance checkbox to group the records by Company, Person and Instance.

Group By.png

  1. Click Save to save the derived field configuration.

Once a derived field is created, you can now navigate to the Layouts screen and can create a usage section using the derived field (measure or dimension). For detailed instructions on how to create a usage section, refer Configure Layouts.

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