Analyzing Data Assessment Results
Scorecards show the results of Data Assessment tasks. Drill into the results to determine which Salesforce records cause bad quality scores in the scorecard. For example, analyze the scorecard results of an Address Validation Data Assessment task to determine which records have invalid address information.
When you analyze duplicate record results, the Data Assessment task generates and assigns duplicate IDs. Each duplicate ID uniquely identifies a set of duplicate records. The Data Assessment task shows the duplicate ID for each record in the results. Duplicate records have the same duplicate ID and are highlighted in the same color.
You can also download the results to a data file. The data file shows the duplicate ID, but does not use color to highlight records.
To analyze the data quality results:
1. Click Task Wizards > Data Assessment > Dashboard.
Click Task Wizards > Data Assessment > Tasks, and the click the View Results button for the Data Assessment task.
2. On the Dashboard or Data Assessment Results page, click one of the Top Issues links.
3. On the the Data Assessment Analysis page, select the fields of the records that you want to analyze.
4. Click Fetch Data to retrieve all records included in the Data Assessment task.
The results display.
5. To download the results to a data file, click the Download to Excel button or Download Data to Excel icon.
The Data Assessment task posts the data file on the Data Files page and notifies the creator of the plan that the download completed.
6. Click Task Wizards > Data Assessment > Data Files to access the data file.
7. On the Data Files page, click the Download File icon to view or save the data file.
The Data Assessment task uses the following naming convention for the data files:
Type of Quality Issue | Naming Convention |
---|
Address Validation | <Data assessment task name>_AV_<Quality issue>.csv Examples: AddressValidation_Accounts_MC_AV_BillingAddress_Status.csv AddressValidation_Accounts_MC_AV_ShippingAddress_Status.csv |
Completeness | <Data assessment task name>_Completeness_<Quality issue>.csv Examples: Completeness_Account_MC_Completeness_ShippingState.csv Completeness_Account_MC_ AV_ShippingAddress_Status.csv |
Conformance | <Data assessment task name>_Conformance_<Quality issue>.csv Example: Conformance_Account_MC_Conformance_BillingCountry.csv |
Duplicates | <Data assessment task name>_Duplicates.csv Example: DuplicateAccountRecords_Duplicates.csv |
8. To delete a data file, click the Delete icon next to the data file.