This article explains the basics of how Survey Flattening operates within Gainsight. By default, survey response data is spread out among several objects. Survey Flattening places this information into a single MDA object formatted with survey respondents in rows and each question in its own column to allow for easy reporting and insights into survey data.
Reach out to Gainsight Support in order to enable this feature.
After this feature is enabled by support, the feature will need to be turned on within the Properties section of each survey.
After the survey flattening has been turned on, click the option “Reset the flattened reporting” and click Save. This automatically creates a new MDA object with the same name as the survey suffixed with “flattened”.
You will now see the new Survey object in the MDA table as “Survey Name-Flattened”.
After this process has been completed, your flattened survey data is now available in Report Builder under the object name “Survey Name-Flattened”. The table will contain information such as survey questions, recipient responses, and the response date. For more information on building reports in Gainsight, see the path How to Build Reports.
Updating the Flattened Table
The MDA table created through this process will flatten new data automatically through a job running in the background. The sites used for flattened surveys will need to be secure in order for this functionality to work properly. When survey responses are logged the flattened survey table is updated with the response in as close to real time as possible. The use of a secure site is required for this update to complete on the backend of the system.
You can identify secure sites by locating https:// at the beginning of their URL. To learn more about setting up survey sites, see the article Setup Salesforce Survey Domain & Test Survey Setup.
Users can also manually refresh the table with up-to-date data by selecting the option “Reset the flattened reporting” under the survey’s properties.
You will then receive the following message “Request to reload data in Survey Name-Flattened initiated, will be notified via email once completed.”
Using Flattened Labels
A flattened survey will have each survey question saved as a separate column within the flattened MDA table. By default, the header of this column will be the full text of the survey question. Since the full length of a question would often be difficult to display in a report, users have the option to change the label of the question column.
This can be configured by locating the “Flattened Label” field within the question’s settings.
This label will then be reflected in the table: