My Hierarchy is Customer > Product. I measure health at my Products and I want to roll up their health to my Customer but also add in additional health indicators.
Ingredients
- 1 numeric attribute
- 1 hierarchy roll-up attribute (based on the newly created numeric attribute)
- 3 SuccessPlays
- 1 Customer Health Profile
Preparation
- Create an account-level number attribute (e.g., “Product Health Score”) and a hierarchy roll up attribute based on that attribute, set to Average.
- Create the first SuccessPlay. Data triggers if: Account Type=Product, Health Rank = Good then take action and, Update Information of the "Product Health Score" to 10.
- Create the second SuccessPlay. Data triggers if: Account Type=Product, Health Rank = Average then take action and, Update Information of the "Product Health Score" to 5.
- Create the final SuccessPlay. Data triggers if: Account Type=Product, Health Rank = Poor then take action and, Update Information of the "Product Health Score" to 0.
- Build your Customer health profile and add the "Product Health Score" hierarchy roll up attribute along with any additional attributes required to fully determine Customer's health.
Cook’s note
Substitutions. You could also use this approach if you have a three level hierarchy and need to start rolling up health at the middle layer.