Custom Data ValidationTEC07

Matt Mastrangelo

Agenda• Overview• Defining validation rules• Validation expression syntax• Exercises• Working with data• Exercises• Feature roadmap• Questions

Agenda• Overview• Defining validation rules• Validation expression syntax• Exercises• Working with data• Exercises• Feature roadmap• Questions

Validation rules allow ongoing maintenance of data quality.

• Your own business rules can be enforced.

• You can provide tailored error messages to users.

• Rules are defined in a flexible expression language.

The result is a more streamlined reporting process.

• You don’t have to wait until reporting time to fix problems.

• Users can be required to enter data the right way.

• Identifying and fixing problems is easier.

Agenda• Overview• Defining validation rules• Validation expression syntax• Exercises• Working with data• Exercises• Feature roadmap• Questions

Rules are attached to the Data Dictionary.

• Rules are attached to tables.• You can set up rules to be enforced

when records are saved.• If a rule is violated, the user is presented

with a custom error message.

Rule Components

ID & Description

Error Message

Condition Expression*

Rule Expression

Agenda• Overview• Defining validation rules• Validation expression syntax• Exercises• Working with data• Exercises• Feature roadmap• Questions

Expression examples – in plain English

• “Active Special Education students must have a valid Educational Environment code.”

• “Students whose names start with A-L must have Mr. Smith as their guidance counselor, except students in homerooom 125.”

• “Special education students cannot receive an out-of-school suspension.”

Expression Structure

{f:stdEnrStatus} = {Active}

left token operator right token

Expression Structure

Basic

Complex

More Complex

{a:DOE 12} = {Active}

{a:DOE 12} = {Active} & {f:stdGradeLevel} != {09}

{f:stdGradeLevel} != {09} & ({a:DOE 12 = {Active} | {a:DOE 12} = {Graduated})

Agenda• Overview• Defining validation rules• Validation expression syntax• Exercises• Working with data• Exercises• Feature roadmap• Questions

Agenda• Overview• Defining validation rules• Validation expression syntax• Exercises• Working with data• Exercises• Feature roadmap• Questions

Rules can be enforced in two ways

1. When records are saved, users receive error messages.

2. By using the Validate Records option.

Tip: Disabled rules are not validated on save, but can still be checked using the Validate Records option.

Agenda• Overview• Defining validation rules• Validation expression syntax• Exercises• Working with data• Exercises• Feature roadmap• Questions

Agenda• Overview• Defining validation rules• Validation expression syntax• Exercises• Working with data• Exercises• Feature roadmap• Questions

Enhancement Ideas

• Query-based rules• Procedure-based rules• Incorporate into a validation report

than can be periodically scheduled• Check rules before clicking Save• Expression content-assist and syntax

highlighting• Allow privilege-based overrides

Agenda• Overview• Defining validation rules• Validation expression syntax• Exercises• Working with data• Exercises• Feature roadmap• Questions

Thank you.

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