See Data Quality Rule Definitions for an explanation of each rule that can be set with this tool.
Users with Superuser status can add, remove, or adjust rules for data quality using the Data Quality Configuration tool located in the header at Global or Group/Region level (this tool cannot be accessed at the site level since it affects all sites).
In the Data Quality Configuration window, you can set rules for Accounts, Analytics, or Site data:
Accounts: Sets rules for categories of editable data in every account, such as: gaps, range for each month, and no overlaps. If these rules are triggered in an account, they will appear on the main spreadsheet as red-shaded cells.
Analytics: Sets rules for categories of data that are not directly editable on the spreadsheet such as: jump from previous year or monthly rolling average jump. If these rules are triggered, they will appear in the normalized view of the spreadsheet as red-shaded cells.
Site: Sets rules for site information fields like Address and GFA. These errors will appear in the Data Quality tab only and can be directly edited from there.
Any rules set here at the Global level will affect quality checks for data in all sites in your portfolio. At the Group/Region level, rules set will affect all sites within a group/region.
When you first open the Data Quality Rule Configuration tool, you may see some rules already set for specific metrics, or it may be blank with only metric categories shown. The available metric categories such Energy, Energy Cost, and Water are the only categories to which rules can currently be set.
To add a rule for a non-existing metric, you must first add the metric to its associated category. In this example, we will add a rule to the metric: Indoor Potable Water.
In the next to the metric category and select a metric from the dropdown.
In the section where you would like to add the rule select the plus next to the metric category and select a metric.
Next, select the plus button next to the metric name and choose a rule from the dropdown.
Adjust the rule settings any way you like and click Save at the bottom. The new rule will go into effect immediately and begin checking data for validation errors.
To remove an existing rule, click the x button on the rule's associated row.
If you need to delete all rules for a metric, click the x button on the top corner of the metric's box.
When you edit a rule, any field that is altered will turn blue. You can edit, delete, or add multiple rules at a time in all categories. Once you press Save, all updated rules will immediately be applied to your portfolio's data. If you would like to remove any changes that were just made to a category, you can use the Discard Changes button at the bottom of the form.
