Table of Contents

Search

  1. Preface
  2. Getting Started Overview
  3. Part 1: Getting Started with Informatica Analyst
  4. Part 2: Getting Started with Informatica Developer
  5. Appendix A: Frequently Asked Questions

Data Quality Getting Started Guide

Data Quality Getting Started Guide

Task 1. Create a Scorecard from the Profile Results

Task 1. Create a Scorecard from the Profile Results

In this task, you create a scorecard from the Profile_LA_Customers_Custom profile to score the CustomerTier and State column values.
  1. In the
    Library
    workspace, click the
    Profile_LA_Customers
    profile.
    The summary view of the profile results appear.
  2. In the summary view, select the
    CustomerTier
    column, and right-click on the column, and select
    Add to
    Scorecard
    .
    The
    Add to Scorecard
    wizard appears.
  3. In the
    Add to Scorecard
    wizard, the
    New Scorecard
    option is selected by default. Click
    Next
    .
  4. In the
    Step 2 of 8
    screen, enter
    sc_LA_Customer
    for the scorecard name, and navigate to the
    Customers
    folder for the scorecard location.
  5. Click
    Next
    .
  6. In the
    Step 3 of 8
    screen, select the
    CustomerTier
    and
    State
    columns to add to the scorecard.
  7. Click
    Next
    .
  8. In the
    Step 4 of 8
    screen, you can create, edit, or delete filters for the metrics. In this tutorial, we will not create a scorecard filter. Click
    Next
    .
  9. In the
    Step 5 of 8
    screen, select the
    CustomerTier
    metric in the
    Metrics
    pane.
  10. In the
    Score using: Values
    pane, select all the values, and click the
    Add All
    button to move the values to the
    Valid Values
    section.
    Use the
    Shift
    key to select multiple values.
  11. In the
    Metrics
    pane, select the
    State
    metric, and select those values that have two letter state codes in the
    Score using: Values
    section.
  12. Click the
    Add
    button to move the values to the
    Valid Values
    section.
    You can see the total number of valid values and valid value percentage at the top of the section.
  13. For each metric in the
    Metrics
    section, accept the default settings for the score thresholds in the
    Metric Thresholds
    section.
  14. Click
    Next
    .
  15. In the
    Step 6 of 8
    screen, you can optionally select a metric group to add the metrics. By default, the Analyst tool adds the metrics to the
    Default
    metric group.
  16. Click
    Next
    .
  17. In the
    Step 7 of 8
    screen, double-click the
    Weight
    column for the
    CustomerTier
    metric in the
    Default - Metrics
    pane.
    When you run a scorecard, the Analyst tool calculates the weighted average for each metric group based on the metric score and weight you assign to each metric.
  18. Enter a weight for the
    CustomerTier
    and
    State
    metrics.
  19. Click
    Next
    .
  20. In the
    Step 8 of 8
    screen, the
    Native
    option is selected by default. Click
    Save
    to create the scorecard.
    The scorecard appears in the
    Scorecards
    workspace.

0 COMMENTS

We’d like to hear from you!