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Data Quality Rule Definitions
To identify errors or mistakes that might negatively affect the quality of data, the following Data Quality Rules can be set 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 account 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 account 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.
See Data Quality for further guidance on how to set and manage these rules
General Rules
Exists - Check to see if an account has a defined non-zero value associated with it.
Gaps - Check over any period from first to last entry to ensure that there are no more than a given number of days missing between all end and start dates.
Up to Date - Check that the most recent end date is within a number of days/months/years from the current date.
Annual Rules
Exists for Each Year - Check to see that each year covered by an account has a defined non-zero value associated with it.
Jump from Previous Year - Check to see that each year in an account is within a range or percent change from the year preceding it.
Range for Each Year - Check to see that each year covered by an account is within a defined minimum and maximum value.
Monthly Rules
Exists for Each Month - Check to see that each month covered by an account has a defined non-zero value associated with it
Jump from Previous Month - Check to see that each month in an account is within a defined range or percent change from the month preceding it.
Jump from Previous Year Same Month - Check to see that each month in an account is within a defined range or percent change from the same month of the previous year
Monthly Rolling Average Jump - Check to see that each month in an account is within a defined range or percent change from the average of a number of months preceding it
Range for Each Month - Check to see that each month covered by an account is within a minimum and maximum value
