Define a table data source
Use the Table data source to retrieve data from internal ServiceNow tables or from external sources using Workflow Data Fabric.
Before you begin
- At least one context must be defined for each Table type data source with a valid mapping to the source reference table. See Configure the Context Engine Mapper for details.
- Role required: sn_acct_lc.customer_success_application_admin
About this task
By defining a Table data source, you can:
- Retrieve data from internal and external tables (See Define a Workflow Data Fabric table data source for details).
- Map Source IDs (for example, User, Asset, Transaction) to business entities such as Sold Products, Capabilities.
- Use conditions such as Start and End dates to analyze trend data.
Procedure
Navigate to All > Data Context Engine > Data Sources.
Select * > *Create New.
On the Data Source form, enter a name for the data source and fill in the following fields.
See Define the data source for details on how to create a data source.
| Field | Description |
|---|---|
| Source | Select Table from the drop down list. This option allows you to query data from internal and external tables. |
| Frequency | Select the frequency at which the data should be collected from the list.- Daily - Weekly - Monthly - Quarterly |
| Aggregate | Select how the aggregate score should be calculated from the list.- Average - Sum - Max - Min - Count: Use this option to get the total number of records in the Source table that match the filter conditions. |
| Source table | Select the table from which data is to be retrieved.Note: For external tables, see Define a Workflow Data Fabric table data source |
| Group by fields | Select one or two fields or dimensions by which the data in the Source table is to be grouped. |
| Conditions | Specify the filter conditions to be applied to the Source table while retrieving data. Note: A Timestamp or a Date field must be present in external Workflow Data Fabric tables to ensure that incremental data can be retrieved. |
| Source value | Select the field that should be used to calculate the aggregate score.Note: This is not applicable if the Aggregate type is Count. |
| Source reference | Select the source record used to resolve the Group by fields. This field is automatically populated if you selected a single reference type field in the Group by fields option. |
| Source reference resolver | You must update the Source reference resolver script and specify the fields that are to be mapped if the Group by fields contains:
|
- Select Submit to create this data source.
Example
A few examples on how to configure the data source are given below:
- Total number of P1 cases: To calculate the total number of P1 customer cases on a monthly basis, specify the following:
- Source table: customerservice_case
- Conditions:
- Priority: 1
- Created between: Last month and current date
- Group by: sold_product
- Aggregation: Count
- Source reference: Auto-populated to sold_product
- Reassignment count sum: To calculate the sum of reassignment count by Account and Product, select:
- Source table: customerservice_case
- Conditions: Reassignment count is not 0
- Group by: Account, Product
- Aggregation: Sum
- Source value field: Reassignment count
- Source reference: sold_product
- Source reference resolver: Specify the mapping between the Account and Product combination and the Sold Product table in the script as follows:
var account = groupByFieldValueMap[account]var product = groupByFieldValueMap[product]
What to do next
After defining the data source, the next step is to configure the context engine mapper. See Configure the Context Engine Mapper for details.