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MDA joins in Reporting

Gainsight NXT

 

After creating a lookup relation on an MDA Data - Object, in the report builder you can use the MDA Data - Object to generate a report. For more information on how to create a lookup relation on an MDA Data - Object, refer Adding Custom Fields in an Object > Enable Lookup section in the Gainsight Data Management article.

Lookup Fields: A lookup relationship is used to combine the fields from multiple objects based on a common field. For instance, if you want to build a report on the Activity Timeline object to contain the ARR of the company, click + on GS Company Id and select the ARR. Here, the objects Activity Timeline and Company are joined via the GS Company Id field which looks up to Company.

Lookup_new.png

The following image highlights how various collections such as Company and User are related to Call to Action.

Note: You will be provided with only 2 sub-level objects containing lookup relation. For example, in the following image Call to Action > Company (Name) > User (CSM Name), where Call to Action has a lookup relation on Company and Company has a lookup relation on User. However, you cannot have an MDA Data - Object containing lookup relation at the third sub-level, such as Call to Action > Company > User > [Another Collection Name containing lookup relation].

MDA joins.png

Sample Use Case 

You might want to generate a report on the number of CTAs that have been assigned to a CSM. In this report, CSM Name (from User Object) is a child of Company Object, and in turn Company Name (from Company Object) has a lookup to Call to Action, which contains CTA Id.

Lookup.gif

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