1. To-Increase Dynamics 365 for Finance & Operations
  2. Data quality studio
  3. Set up data quality policies
  4. Set up data quality policy versions
  5. Set up validation rules

Set up validation rule of type Data pattern

Use validation rules to check if the data is in line with the defined standards.
To validate data, you can use several validation types. This flow explains how to set up the Data pattern validation type.

Use a data pattern validation to validate if a field value matches a defined pattern.
Before you can set up a data pattern validation rule, set up the data pattern to be applied.


Data quality administrator Data quality administrator Start Start Need new data pattern? Need new data pattern? Set up data pattern Set up data pattern You can use a data pattern validation rule to validate if a field value matches a defined pattern.To set up a data pattern validation rule, first set up the data pattern to be applied. Define the data pattern, using a regular expression.You can, for example, set up data patterns to validate:Email addressesWebsite URLsVAT numbersFor more information on regular expressions, refer to Regular expression. Procedure 1. Click Data quality management. 2. Click Data patterns. 3. Click New. 4. In the Pattern ID field, type a value. 5. In the Description field, type a value. 6. Expand the Data pattern section. 7. In the Pattern field, type a value. 8. Expand the Message section. 9. You can define a validation message for the data pattern. In the Validation message field, type a value. Note: You can also define a validation message for a validation rule. The validation message priority is: 1. If a validation rule message is defined, the validation rule message is shown. 2. If no validation rule message is defined, the data pattern message, as defined in the current field, is shown. 3. If no data pattern message is defined, the default message is shown. 10. Sub-task: Test data pattern. 11. Expand the Test scenarios section. 12. Click New. 13. In the Test value field, type a value. 14. In the Expected field, select an option. 15. Click Test. 16. Sub-task: Translate data pattern description and message. 17. Click Translations. 18. Click Add to open the drop dialog. 19. In the list, find and select the desired language. 20. Click OK. 21. In the Description field, type the translation of the data pattern description. 22. In the Validation message field, type the translation of the validation message. 23. Close the page. 24. Close the page. Notes Each time you make and save a change to the data pattern in the Pattern field, a new version of the data pattern is created. You can:View a list of previous versions, showing the changes made to the pattern. To do so, on the Data patterns page, click Changes timeline, View changes.Manage data pattern versions. For example, delete a data pattern version which pattern change is no longer required. To do so, on the Data patterns page, click Changes timeline, Manage changes. Set up validation rule of type Data pattern Set up validation rule of type Data pattern Use validation rules to check if the data is in line with the defined standards. To validate data, you can use several validation types. This topic explains how to set up a validation rule of type Data pattern. Use a data pattern validation rule to validate if a field value matches a defined pattern. Before you can set up a data pattern validation rule, set up the data pattern to be applied. Procedure 1. Click Data quality management. 2. On the Data quality policies tab, in the list, click the link of the desired data quality policy. 3. On the Validation rules tab, click Add. Note: If you want to edit another data quality policy version than the currently shown version, first select the desired version. To do so, on the Action Pane, on the Version tab, click Versions. On the dialog, select the desired version and click OK. 4. In the Table field, enter or select a value. 5. Define the field which value must be validated. In the Field field, enter or select a value. Note: If, on validation, the defined field does not have a value, the data pattern validation rule is not applied. 6. In the Validation type field, select 'Data pattern'. 7. In the Event field, select an option. 8. Define what is done if the validation rule is not met: - Warning: A warning message is shown. The record or the field value is saved. - Error: An error message is shown. The record or the field value is not saved. In the Warning/Error field, select an option. Note: For each validation rule, you can define a message to be shown. If you do not define a validation rule message, a default message is shown. 9. Sub-task: Set the validation rule properties. 10. On the Properties tab, in the Data pattern field, enter or select a value. 11. Close the page. End End Yes No

Activities

Name Responsible Description

Set up data pattern

Data quality administrator
You can use a data pattern validation rule to validate if a field value matches a defined pattern.
To set up a data pattern validation rule, first set up the data pattern to be applied. Define the data pattern, using a regular expression.
You can, for example, set up data patterns to validate:
  • Email addresses
  • Website URLs
  • VAT numbers
For more information on regular expressions, refer to Regular expression.

Set up validation rule of type Data pattern

Data quality administrator

Use validation rules to check if the data is in line with the defined standards.
To validate data, you can use several validation types. This topic explains how to set up a validation rule of type Data pattern.

Use a data pattern validation rule to validate if a field value matches a defined pattern.
Before you can set up a data pattern validation rule, set up the data pattern to be applied.

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