DQ Dashboards
Data quality rules are stored in dashboards that represent the natural life cycle.
Contacts and Accounts | Mailing Addresses | Opportunities | Campaigns | Education | Charts of Accounts | Gift And Pledges |
|---|---|---|---|---|---|---|
https://sydneyuni-adv.lightning.force.com/lightning/r/Dashboard/01Z8v0000005ayGEAQ/view | https://sydneyuni-adv.lightning.force.com/lightning/r/Dashboard/01Z8v0000005ayLEAQ/view | https://sydneyuni-adv.lightning.force.com/lightning/r/Dashboard/01Z8v0000005ayfEAA/view |
Reports
Data Quality reports are stored in folders corresponding to the dashboards
Data Quality Rules
Dashboard / Object | Rule Number | Rule Name | Business Logic | How to fix | Jarvis Report Link |
|---|---|---|---|---|---|
DQA-001 | Missing Account Types | Where Account Type = ”” | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2RlEAK/view | ||
DQA-002 | Accounts with No Primary Contact | Account Status = Active Primary Contact ID = ““ | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2TcEAK/view | ||
DQA-003 | Households without a Primary/Sec contact | Account Record Type = Household Full Name start with ““ Primary Contact: Full Name = ““ Account Status = Active | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2ThEAK/view | ||
AVE-16 | Contact Types |
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DQC-002 | Contacts without Primary Contact Type | ||||
DQC-003 | Contact with Grad Year but not Alumni | ||||
DQC-004 | Living Contact Attached to an Estate | Where Account Type = “Estate” and Contact Type not in (“Corporate Contact”, “Executor”, “Solicitor”) and Deceased = “False) | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2QxEAK/view
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DQC-005 | Age >= 110 | ||||
DQC-006 | Age <18 | ||||
DQC-007 | Alumni no primary degree | Where Contact Type = “Alumni” or “Graduand” and EducationID = NULL | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000JYknEAG/view | ||
DQC-008 | Education with Empty School | ||||
DQC-009 | Alumni with Address = Student Centre | Where Contact Type = (Alumni, Graduant) and Contact Mailing Address contains G02 or contains UNIVERSITY OF SYDNEY or Contains Student Centre and Mailing Adress Status = Active and Employer Name does not contain “University of Sydney, Sydney University) | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K2SZEA0/view | ||
DQC-010 | Primary Contact - Address Preference | ||||
DQC-011 | Missing Contact Mailing Suburbs-AU only | ||||
DQC-012 | Blank Contact Mailing Address Preference | ||||
DQC-013 | Blank Contact Mailing Address Status | ||||
DQC-014 | Blank Contact Mailing Address Type | ||||
DQC-015 | Volunteer Positions without Start Date | ||||
DQG-001 | GA - Transactions Blank Acknowledgement | ||||
Contacts | Email entered into the wrong field | Email is a vlookup field based on the Email Preference that pulls the value from one of the 4x fields.  |
| https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K5sfEAC/view | |
Contacts | Blank Email Preference | Email preference field needs to be populated to allow for email calculated email value (in the field below) to be appropriately populated.  Attached is a list of the correct Email preferences that needs to be uploaded into Jarvis. (Based on which field the email value were found in) | Determine which field the email is coming from (email is a vlookup field based on the 4x email fields in the below area). Then populate email preference based on where the email is found. (Drop down box with 4x values:
| https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K5TkEAK/view | |
Contacts | Email typos | Email addresses with typo’s in them: .comn; .comm; .con; | comn; .comm; .con; .coom = .com | https://sydneyuni-adv.lightning.force.com/lightning/r/Report/00O8v000000K6FAEA0/view | |
Contacts | Household Contacts who donated and are not flagged as Donor | People who donated money should be marked as Donor in either primary or secondary contact type: (As per AVE-16 Contact Types )  | Mark either primary / secondary contact types as per the hierarchy in the following table: AVE-16 Contact Types | ||
Meeting Minutes / Actions:
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