Database - Data Cleaning - Revision history

Philip Lacey at 08:26, 15 January 2015

2015-01-15T08:26:19Z

Philip Lacey at 23:22, 9 November 2014

2014-11-09T23:22:09Z

Philip Lacey at 22:12, 9 November 2014

2014-11-09T22:12:54Z

Philip Lacey at 00:46, 22 March 2014

2014-03-22T00:46:20Z

Louise Ashton at 11:36, 21 October 2013

2013-10-21T11:36:42Z

Philip Lacey at 12:25, 2 April 2012

2012-04-02T12:25:03Z

Philip Lacey at 12:19, 2 April 2012

2012-04-02T12:19:53Z

Philip Lacey at 12:06, 2 April 2012

2012-04-02T12:06:45Z

Philip Lacey: Created page with "In the section '''Database - Data Cleaning''', the following functionality occurs: # Remove duplicate records # Remove blank records # Remove redundant / Orphan records # Sing..."

2012-04-02T11:41:22Z

Created page with "In the section '''Database - Data Cleaning''', the following functionality occurs: # Remove duplicate records # Remove blank records # Remove redundant / Orphan records # Sing..."

New page

In the section '''Database - Data Cleaning''', the following functionality occurs:
# Remove duplicate records
# Remove blank records
# Remove redundant / Orphan records
# Single Field Update - All records
# Data Field - Case Management
# Data Field - Convert Title to Numeric
# Data Field - Convert County to Numeric
# Campaign - Consolidate

==='''Remove Duplicate Records'''===

@@ Line 30: / Line 30: @@
 *Select the fields to update the records.
 *Enter the value to replace the current contents of this field in the text box provided.
 *Update all records in this form.

@@ Line 67: / Line 67: @@
-[[Category:Learning:Contact Centre]]
+[[Category:Topic:Contact Centre]]
-[[Category:Learning:Customer Relationship Management]]
+[[Category:Topic:Customer Relationship Management]]
 [[Category:Module Specific:Form Management]]
 [[Category:Topic:Security]]
 [[Category:Topic:Data Cleaning]]

← Older revision		Revision as of 22:12, 9 November 2014
Line 71:		Line 71:
	[[Category:Module Specific:Form Management]]		[[Category:Module Specific:Form Management]]
	[[Category:Topic:Security]]		[[Category:Topic:Security]]
		+	[[Category:Topic:Data Cleaning]]

← Older revision		Revision as of 00:46, 22 March 2014
Line 65:		Line 65:
	*Choose from the fields listed carefully.		*Choose from the fields listed carefully.
	*Click on Consolidate Data.		*Click on Consolidate Data.
		+
		+
		+	[[Category:Learning:Contact Centre]]
		+	[[Category:Learning:Customer Relationship Management]]
		+	[[Category:Module Specific:Form Management]]
		+	[[Category:Topic:Security]]

@@ Line 7: / Line 7: @@
 # Data Field - Convert Title to Numeric
 # Data Field - Convert County to Numeric
-# Campaign - Consolidate
+# Form - Consolidate
 ==='''Remove Duplicate Records'''===
-*Choose the campaign.
+*Choose the form.
 *Choose the fields on which to base this removal of records on, from the list provided.
 *The duplicate records that match the fields chosen, will now be removed from the database.
@@ Line 16: / Line 16: @@
 ==='''Remove Blank Records'''===
-*Choose the campaign.
+*Choose the form.
 *Choose the fields on which to base this removal of records on, from the list provided.
 *The blank records that match the fields chosen, will now be removed from the database.
@@ Line 22: / Line 22: @@
 ==='''Remove redundant / orphan records'''===
-*Choose the campaign.
+*Choose the form.
 *Delete the redundant / orphan records from the database.
 *Newer records that have been uploaded will not be deleted.
 ==='''Single Field Update - All records'''===
-*Choose the campaign.
+*Choose the form.
 *Select the fields to update the records.
 *Enter the value to replace the current contents of this field in the text box provided.
-*Update all records in this campaign.
+*Update all records in this form.
 ==='''Data Field - Case Management'''===
-*Choose the campaign.
+*Choose the form.
 *Select the fields to include.
-*Reformat the fields that have been selected for this campaign by clicking on the Reformat fields button.
+*Reformat the fields that have been selected for this form by clicking on the Reformat fields button.
 ==='''Data Field - Convert Title to Numeric'''===
-*Choose the campaign.
+*Choose the form.
 *Choose the fields in which to convert to numeric.
 *Choose whether the fields with unrecognised records will be wiped, by choosing True or False.
@@ Line 45: / Line 45: @@
 ==='''Convert County to Numeric'''===
-*Choose the campaign.
+*Choose the form.
 *Choose the fields in which to convert to numeric.
 *Choose whether the fields with unrecognised records will be wiped, by choosing True or False.
@@ Line 51: / Line 51: @@
 *Click on Reformat fields.
-==='''Campaign Consolidate'''===
+==='''Form Consolidate'''===
-*Choose the campaign.
+*Choose the form.
-*This campaign is the campaign TO which the records will be sent.
+*This form is the form TO which the records will be sent.
-*Now choose the campaign FROM which the records will be moved.
+*Now choose the form FROM which the records will be moved.
 *A screen displaying the consolidation options is displayed:
-# Erase data from - (Campaign name).
+# Erase data from - (Form name).
 # Create a contact record for the consolidation - (True/False).
 # Transfer Method - (Append or Match).
-# Choose which field contains the unique matching Id from (Campaign Name).
+# Choose which field contains the unique matching Id from (Form Name).
-# Choose which field contains the unique matching Id from (Campaign Name).
+# Choose which field contains the unique matching Id from (Form Name).
 *In the section below, only matched data columns will be transferred.
 *All contact history will be transferred automatically.
 *Choose from the fields listed carefully.
 *Click on Consolidate Data.

← Older revision		Revision as of 12:25, 2 April 2012
Line 61:		Line 61:
	# Choose which field contains the unique matching Id from (Campaign Name).		# Choose which field contains the unique matching Id from (Campaign Name).
	# Choose which field contains the unique matching Id from (Campaign Name).		# Choose which field contains the unique matching Id from (Campaign Name).
		+	*In the section below, only matched data columns will be transferred.
		+	*All contact history will be transferred automatically.
		+	*Choose from the fields listed carefully.
		+	*Click on Consolidate Data.

← Older revision		Revision as of 12:06, 2 April 2012
Line 10:		Line 10:

	==='''Remove Duplicate Records'''===		==='''Remove Duplicate Records'''===
		+	*Choose the campaign.
		+	*Choose the fields on which to base this removal of records on, from the list provided.
		+	*The duplicate records that match the fields chosen, will now be removed from the database.
		+	*Click Delete Duplicates.
		+
		+	==='''Remove Blank Records'''===
		+	*Choose the campaign.
		+	*Choose the fields on which to base this removal of records on, from the list provided.
		+	*The blank records that match the fields chosen, will now be removed from the database.
		+	*Click Delete Blanks.
		+
		+	==='''Remove redundant / orphan records'''===
		+	*Choose the campaign.
		+	*Delete the redundant / orphan records from the database.
		+	*Newer records that have been uploaded will not be deleted.
		+
		+	==='''Single Field Update - All records'''===
		+	*Choose the campaign.
		+	*Select the fields to update the records.
		+	*Enter the value to replace the current contents of this field in the text box provided.
		+	*Update all records in this campaign.
		+
		+	==='''Data Field - Case Management'''===
		+	*Choose the campaign.
		+	*Select the fields to include.
		+	*Reformat the fields that have been selected for this campaign by clicking on the Reformat fields button.
		+
		+	==='''Data Field - Convert Title to Numeric'''===
		+	*Choose the campaign.
		+	*Choose the field in which to convert to numeric.
		+	*Choose whether the fields uprecognised records will be wiped, byt choosing True or False.
		+	*Choose whether the report generated will show on the screen if it failed.
		+	*Click on Reformat fields.
		+
		+	==='''Convert County to Numeric'''===