Drill down through test cases

The Test Cases section of the Data Quality Reports dashboard enables you to click through results to provide even more detailed results for test cases A quality report that identifies a single problem or symptom of poor data quality; for example, a list of active HCPs without active addresses. and entity groups A way to group results (similar to HCPs or HCOs) for data quality analysis; for example, hospitals in France, Nurses in Germany, or MDs in the EU.. You can also refine this section further by including or excluding test cases and entity groups.

Refining results by entity group

Use the Entity Group filter to refine the groups that display for each test case. Entity groups are grouped by country.

Filter actions

• Select groups - Select entity groups individually, or click the links at the top of the list to select HCPs only, HCOs only, or all entity groups.

• Clear selections - Click Only next to an entity to clear all selections except that entity. (This link appears when you hover over an entity.)

• Search - Use the search field to refine the list and more easily select entity groups.

• Update - Click Done to update the test case results.

Refining results by owner

You can refine the results by record owner.

The Owner filter displays only for instances that include both Veeva OpenData and locally managed data.

From the list, select the checkbox next to one or more owners.

• Customer - Locally managed records.

• OpenData - Records managed by Veeva OpenData.

  This filter also includes records managed by third-party data providers.

Refining results by test case

You can refine the test cases that appear by typing in the search field at the top of the list.

From the list, select a test case to display or press Return to view all test cases that appear in the refined list. Click the x to the right of the search field to clear your text and display all test cases.

Drill down by test case

When you drill down by test case, you can get detailed results for all entity groups or a selected entity group.

• All entity groups - Click the title of the test case to open the details.

  

• Single entity group - Hover over the test case result; summary information appears for that test case and entity group.

  Hover over a specific result (check mark, x, or -) to view details for that entity group and test case.

                              

  Hover over the column heading to view the number of entities in that entity group.

  

  Hover over a test case heading to view more information about that test case.

  

Test case details page

When you drill down to the test case page, a page similar to the Data Quality Reports dashboard appears.

• Summary - Displays a chart with information on failures and durations for that test case.

• Details - Displays a list of failed records.

Available actions

• Click the Watch button to receive email updates for the test case.
• Click the Gear icon to edit or delete the test case.
• Hover over bars in the summary chart for specific numbers on the test case pass rates.
• Toggle the summary chart for Failed and Duration.
• Filter the results by Entity Group and Owner.
• Click the Network ID link to open profiles directly from the list of failed records.
• Re-run or download the report.
• Open the report in full screen mode.
• View the report results as a chart.

Watch a test case

Receive email updates for a particular test case by clicking Watch at the top right of the test case details page. The button toggles to Unwatch.

Edit or delete a test case

Manage a test case by clicking the Gear icon at the top right of the test case details page.

• Edit - The test case page appears with the advanced query editor and a list of applicable entity groups.

  For details on editing test cases, see the Manage test cases section.

• Delete - A confirmation dialog appears before deleting the test case.

View summary information

You can filter the summary chart to toggle display of Failed HCPs/HCOs and Duration (Seconds) at the bottom of the chart.

• Failed details - Hover over the bars to view the timestamp for the test along with the total number of failed HCPs and HCOs.

  

• Duration details - Displays the timestamp and duration of the test case in seconds.

  

Refine results by entity group

Use the Entity Group filter to define the results by group.

Filter actions

• Select groups - Select entity groups individually, or click the links at the top of the list to select HCPs only, HCOs only, or all entity groups.

• Clear selections - Click Only next to an entity to clear all selections except that entity. (This link appears when you hover over an entity.)

• Search - Use the search field to refine the list and more easily select entity groups.

• Update - Click Done to update the test case results.

Note: If no entity group exists for a record (that is, it is blank), that record will not appear in results where any filter is set. Just as with a record whose entity groups don't match the Entity Group filter, a blank entity group value is also deemed not to match the filter.

Refining results by owner

Use the Owner filter to refine the results by record owner.

• Customer - Locally managed records.

• OpenData - Records managed by OpenData. This also includes third party managed records.

Examine test case results

From within the list of failed records, you can click a profile link to open it in a new browser tab, and hover over various column values to view additional information, including codes for record states and statuses.

You can also hover over column headings to view detailed field names.

Re-run a test case

Run the test case again to update the results by clicking the Re-run Report icon at the top right of the results.

Download report results

Use the Download icon to download the test case results. When you hover over the icon, the file size appears under it.

The report downloads within a ZIP file, with its file name date and time stamped according to the user’s locale settings.

The report in the CSV appears as in the same format and order as in the preview, in tabular format.

View the report full screen

To view the resulting report in full screen mode, click the Enter Full Screen icon to the top right of the results. Press the Esc button on your keyboard to exit full screen mode.