Data Quality Getting Started Guide

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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.

In the

Library

workspace, click the

Profile_LA_Customers

profile.

The summary view of the profile results appear.

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.

In the

Add to Scorecard

wizard, the

New Scorecard

option is selected by default. Click

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.

Click

In the

Step 3 of 8

screen, select the

CustomerTier

and

State

columns to add to the scorecard.

Click

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

In the

Step 5 of 8

screen, select the

CustomerTier

metric in the

Metrics

pane.

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.

In the

Metrics

pane, select the

State

metric, and select those values that have two letter state codes in the

Score using: Values

section.

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.

For each metric in the

Metrics

section, accept the default settings for the score thresholds in the

Metric Thresholds

section.

Click

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.

Click

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.

Enter a weight for the

CustomerTier

and

State

metrics.

Click

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.

Lesson 6. Creating and Running Scorecards

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Table of Contents

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