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How to change values in data - replace numbers with text

Hi all, i´m new to Klipfolio Powermetrics and i managed to get all of my data into Dashboards. So far so good. 

 

I have one issue with a misconfigured Hubspot Instance giving me technical field numbers instead of words for the dashboard. For example 8873884448 instead of Closed Won. The technical field names are set and cannot be changed and therefore i need to manipulate the data from a number (text field) to a word (also text field). 

I looked up the knowledge base and cannot find anything. Maybe there is an easier way to do it and i just don't see it.

 

Appreciate any help

 

Thx

 

Ralf

 

 

1 comment

  • Avatar
    Parker Selman Official comment

    Hi Ralf, 

    Thanks for the post! Great question. 

    Typically, when you see values returned as IDs instead of human-readable names, those names are actually available in another data view that maps the IDs to their respective name. This means you'll need to create a second data feed for those names and IDs, and then merge that data feed into your main one. This guide is a helpful resource for merging data feeds. In your specific example, if closed won is a HubSpot deal stage, then you can go to the 'DealStages' data view to query for the ID and name of all deal stages in your account, and then merge that data feed into your deals feed, merging on the deal ID field and bringing in the stage name from the new data feed you created. 

    I hope this helps! Please let us know if you have any questions around this,

    Parker

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