Difference between revisions of "Database - Data Cleaning"
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Philip Lacey (talk | contribs) |
Philip Lacey (talk | contribs) |
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# Data Field - Convert Title to Numeric | # Data Field - Convert Title to Numeric | ||
# Data Field - Convert County to Numeric | # Data Field - Convert County to Numeric | ||
| − | # | + | # Form - Consolidate |
==='''Remove Duplicate Records'''=== | ==='''Remove Duplicate Records'''=== | ||
| − | *Choose the | + | *Choose the form. |
*Choose the fields on which to base this removal of records on, from the list provided. | *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. | *The duplicate records that match the fields chosen, will now be removed from the database. | ||
| Line 16: | Line 16: | ||
==='''Remove Blank Records'''=== | ==='''Remove Blank Records'''=== | ||
| − | *Choose the | + | *Choose the form. |
*Choose the fields on which to base this removal of records on, from the list provided. | *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. | *The blank records that match the fields chosen, will now be removed from the database. | ||
| Line 22: | Line 22: | ||
==='''Remove redundant / orphan records'''=== | ==='''Remove redundant / orphan records'''=== | ||
| − | *Choose the | + | *Choose the form. |
*Delete the redundant / orphan records from the database. | *Delete the redundant / orphan records from the database. | ||
*Newer records that have been uploaded will not be deleted. | *Newer records that have been uploaded will not be deleted. | ||
==='''Single Field Update - All records'''=== | ==='''Single Field Update - All records'''=== | ||
| − | *Choose the | + | *Choose the form. |
*Select the fields to update the records. | *Select the fields to update the records. | ||
*Enter the value to replace the current contents of this field in the text box provided. | *Enter the value to replace the current contents of this field in the text box provided. | ||
| − | *Update all records in this | + | *Update all records in this form. |
| + | |||
| + | ==='''Single Field Update - All records - With Set Value'''=== | ||
| + | *Choose the form. | ||
| + | *Select the field to update the records. | ||
| + | *Enter the value to replace the current contents of this field in the text box provided. | ||
| + | *Enter the value you want to match on for the current field. | ||
| + | *Update all records in this form. | ||
==='''Data Field - Case Management'''=== | ==='''Data Field - Case Management'''=== | ||
| − | *Choose the | + | *Choose the form. |
*Select the fields to include. | *Select the fields to include. | ||
| − | *Reformat the fields that have been selected for this | + | *Reformat the fields that have been selected for this form by clicking on the Reformat fields button. |
==='''Data Field - Convert Title to Numeric'''=== | ==='''Data Field - Convert Title to Numeric'''=== | ||
| − | *Choose the | + | *Choose the form. |
*Choose the fields in which to convert to numeric. | *Choose the fields in which to convert to numeric. | ||
*Choose whether the fields with unrecognised records will be wiped, by choosing True or False. | *Choose whether the fields with unrecognised records will be wiped, by choosing True or False. | ||
| Line 45: | Line 52: | ||
==='''Convert County to Numeric'''=== | ==='''Convert County to Numeric'''=== | ||
| − | *Choose the | + | *Choose the form. |
*Choose the fields in which to convert to numeric. | *Choose the fields in which to convert to numeric. | ||
*Choose whether the fields with unrecognised records will be wiped, by choosing True or False. | *Choose whether the fields with unrecognised records will be wiped, by choosing True or False. | ||
| Line 51: | Line 58: | ||
*Click on Reformat fields. | *Click on Reformat fields. | ||
| − | ===''' | + | ==='''Form Consolidate'''=== |
| − | *Choose the | + | *Choose the form. |
| − | *This | + | *This form is the form TO which the records will be sent. |
| − | *Now choose the | + | *Now choose the form FROM which the records will be moved. |
*A screen displaying the consolidation options is displayed: | *A screen displaying the consolidation options is displayed: | ||
| − | # Erase data from - ( | + | # Erase data from - (Form name). |
# Create a contact record for the consolidation - (True/False). | # Create a contact record for the consolidation - (True/False). | ||
# Transfer Method - (Append or Match). | # Transfer Method - (Append or Match). | ||
| − | # Choose which field contains the unique matching Id from ( | + | # Choose which field contains the unique matching Id from (Form Name). |
| − | # Choose which field contains the unique matching Id from ( | + | # 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. | ||
| + | |||
| + | |||
| + | [[Category:Topic:Contact Centre]] | ||
| + | [[Category:Topic:Customer Relationship Management]] | ||
| + | [[Category:Module Specific:Form Management]] | ||
| + | [[Category:Topic:Security]] | ||
| + | [[Category:Topic:Data Cleaning]] | ||
Latest revision as of 09:26, 15 January 2015
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
- Form - Consolidate
Contents
1 Remove Duplicate Records
- 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.
- Click Delete Duplicates.
2 Remove Blank Records
- 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.
- Click Delete Blanks.
3 Remove redundant / orphan records
- Choose the form.
- Delete the redundant / orphan records from the database.
- Newer records that have been uploaded will not be deleted.
4 Single Field Update - All records
- 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 form.
5 Single Field Update - All records - With Set Value
- Choose the form.
- Select the field to update the records.
- Enter the value to replace the current contents of this field in the text box provided.
- Enter the value you want to match on for the current field.
- Update all records in this form.
6 Data Field - Case Management
- Choose the form.
- Select the fields to include.
- Reformat the fields that have been selected for this form by clicking on the Reformat fields button.
7 Data Field - Convert Title to Numeric
- 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.
- Choose whether the report generated will show on the screen if it fails.
- Click on Reformat fields.
8 Convert County to Numeric
- 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.
- Choose whether the report generated will show on the screen if it fails.
- Click on Reformat fields.
9 Form Consolidate
- Choose the form.
- This form is the form TO which the records will be sent.
- Now choose the form FROM which the records will be moved.
- A screen displaying the consolidation options is displayed:
- 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 (Form 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.
