Introduction to custom checks

The additional data quality category “Custom checks” is toggled off by default and can be toggled on in the settings menu.

With custom checks, the user can define for different columns of an Excel Sheet various rules; e.g., he can define what format of data or which values are allowed in a column. To set up a custom check, the category needs to be toggled on in the settings menu. Then, the user can add one or multiple rules ("Add custom check"):

Custom checks can be applied for one or multiple columns
Numeric, Text, Format and Other checks can be conducted when selecting the respective operators
Multiple rows can be set in relation by combining custom checks with an “and” or an “or”

Once a custom check has been set up and the user clicks on "Save", “Custom checks” will be shown as additional quality category on the main screen:

When adding a new custom check, the user can adapt different settings and define conditions. The following steps need to be conducted:

Add name of the check (optional)
Via the drop-down menu, select the column for a condition
Via the drop-down menu, define the logic of the condition (see below for an overview)
Define the value that is linked to the check
Add a condition (optional)
Define to show issue as major issue (optional)
Click tickmark to save custom check

With the “+ Add condition” at the bottom, the user can add further conditions. With the operators "and" and "or", the user can define if both conditions need to be fulfilled (in this case, select "and") or just one of the conditions needs to be fulfilled (in this case, select "or").

If needed, the user can edit the check again when clicking on the "pencil" symbol (after having saved it already).

Via the condition drop-down menu, the user can define the logic of a condition. A menu opens with the following options, they are divided into five categories:

Numeric
Text
Format
Other
Multi-column

Overview of options within the "Numeric" category:

Example for a Numeric rule: The rule requires that the numbers in column "Account" need to be larger than 2000.

Overview of options within the "Text" category:

Example for Text rules: For the column "Username", a rule is defined for all cells to start with "User2":

Overview of options within the "Format" category:

Example for Format rules: For the column "Date", a rule is defined for all cells to be formatted as "Excel date":

Overview of options within the "Other" category:

For more advanced custom checks, the option to directly implement them in a Java script editor is possible. Just click on “Advanced check” and the editor opens.

Overview of options within the "Multi-column" category:

Example for Column comparison: Values in column "Amount H'20" are larger than in column "Amount H'21":

Custom checks can also be saved and/or exported.