1. Data Management
  2. Data Quality Studio
  3. General setup

Set up data quality assessment project


You can use a data quality assessment project to examine the quality of existing data.

You can do a data quality assessment, for example, if you:

  • Have implemented a change in the Data quality studio configuration and want to make sure existing data is in line with this change.
  • Have imported data without applying data quality policies.
  • Want to periodically check the quality level of your data.

In a data quality assessment project, you can apply:

  • All validation rules and duplicate check rules of a data quality policy.
  • Specific validation rules or duplicate check rules of a data quality policy.


Standard procedure

1. Go to Data quality studio > Quality assessment > Quality assessment projects.
2. Click New.
3. In the Name field, type a value.
4. In the Description field, type a value.
5. You can define a general data owner for the data quality assessment project.
The general data owner can view and process the quality assessment results for all companies.
  In the Data owner field, enter or select a value.
 

Note: To define a data owner, select a worker as set up in Human resources.
6. Sub-task: Set up Data Entry Workflow integration for quality assessment project.
  6.1 You can set up an integration to Data entry workflow.
On a data quality assessment run, a record can fail the data quality assessment. As a data quality officer, you can review the records with an error or warning in the Quality assessment exceptions log. With the Data entry workflow integration, you can start a data entry workflow to edit a record that failed a data quality assessment.
  Expand the Workflow template setup section.
 

Note: You can only use the Data entry workflow integration Data entry workflow is installed on the D365 F&SCM the environment. The installed Data entry workflow version must be at least 10.0.40.15.
  6.2 Define the data entry workflow template to be applied.
Make sure, the data entry workflow template contains the fields that are checked in the data quality assessment.
  In the Workflow template field, enter or select a value.
  6.3 Define the applicable data entry workflow document record.
  In the Workflow document record id field, enter or select a value.
 

Note: Based on the selected workflow document record, the related parent data source is filled in automatically.
  6.4 Define the applicable query.
The query must contain the fields that are assessed by the data quality assessment project. Make sure, the query contains the assessed fields that are part of and that are not part of the parent data source.
  In the Workflow template query field, enter or select a value.
 

Note: Set up the dynamic query to return unique records. To do so, in the dynamic query, the first defined table must be the main table. Use data entities for the next table records. For each of the data entity table records, define the applicable parent.
7. Sub-task: Define data quality policies to be applied.
  7.1 Expand the Data quality policy assignment section.
  7.2 Click Add.
  7.3 In the Data quality policy field, enter or select a value.
 

Note:
- You can only select active data quality policies.
- To apply all validation rules and duplicate check rules of the data quality policy, do not select specific rules. The Rules selection field shows the status 'All'. If you have selected specific rules, the Rules selection field shows the status 'Selective'.
  7.4 For a quality assessment project, you can apply specific validation rules of a data quality policy.
  On the Validation rules tab, click Add rules.
  7.5 On the dialog, in the list, select the desired validation rules.
  7.6 Click OK.
  7.7 For a quality assessment project, you can apply specific duplicate check rules of a data quality policy.
  Click the Duplicate check rules tab.
  7.8 Click Add rules.
  7.9 On the dialog, in the list, select the desired duplicate check rules.
  7.10 Click OK.
8. Sub-task: Define data owners for specific companies.
  8.1 You can define company-specific data owners for the data quality assessment project.
A company-specific data owner can view and process only the quality assessment results for the assigned company.
  Expand the Data owners section.
  8.2 Click Add.
  8.3 In the Data owners field, enter or select a value.
 

Note: To define a data owner, select a worker as set up in Human resources.
  8.4 In the Company field, enter or select a value.
9. Click the form caption.
10. Close the page.

See also

Provide feedback