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How to QA Imported Data
How to QA Imported Data

How to check that imported data is correct and check for gaps using QA Product Matching, and GWP Reports

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Written by Alex Inglis
Updated over a week ago

Introduction

There are two tools you can use in Makersite after importing a BOM, or any other data, to check for any gaps in the data i.e. mapping completeness, and whether the manual or automatic mapping correctly represents your datasets.

Overview

The QA Report - Product Matching can be used to check whether all your imported data has been mapped to a Makersite dataset, the report will highlight which datasets do not have mapping. The report will also show the Mapped Dataset Source.

The GWP Report has a lot of similar information as the QA Report, with the addition of a column for Climate Change Data, you can also add any of the climate change impacts to your report e.g. Water usage, Acidification etc.

Another way to check for mapping completeness is to open your Product Group, navigate to the 'Compose' page, and select 'Resume Import' from the toolbar. This will open the same mapping screen seen during the BOM import process, from here you can add or edit the mapping for an already imported BOM.

For more information on the mapping screen, please see the How to Check for Mapping Completeness article on the Makersite FAQ pages.

The 'Show All Data' toggle can also be used to find gaps in a products mapping. Please see the Show All Data Toggle article on the Makersite FAQ pages.

Step 1

For information on how to use the GWP Report, please see the Open Model in GWP Pivot article on the Makersite FAQ pages.

To create a Product Matching report, click on the 'Business' icon under 'Makersite apps' at the top of the Makersite Dashboard, this will open a pop-up window showing the various Makersite apps.

Click on 'Pivot Manager' in the pop-up window.

Step 2

The 'Pivot Manager' page will then open, showing all of the report tools available in Makersite.

Scroll down to 'QA Report - Product Matching', & click on it.

Step 3

Once the 'QA Report - Product Matching' page is open, you will see a form on the right of the page, this contains the inputs required to produce the report.

Step 4

First click on 'Product', & type the name of the Product Group you would like to create a report for. In this example we will use the Ball Pen.

If you type 'Ball Pen' into the product field, a drop-down will appear with a list of the available product groups in Makersite, select the 'Ball Pen' Product Group.

The chosen Product Group will now be shown under the 'Product' field on the form.

Step 5

Now click on the blue 'Create' button below the input fields.

The report will generate in a grid view to the left of the input form.

A URL link for the report will be created automatically, this can be used to connect to standard Business Intelligence tools such as Power BI or Tableau.

The link will be shown beneath the 'Create' button, when the report has been created.

To change the product, click on the cross (x) located at the top left of the box where the current product is shown, this will clear the input and another can be searched for and selected (See Step 4).

For more detailed information please see Pivot Functionality article in the Makersite FAQ.

Note: Below the 'Product' and "Impact' categories on the form, there are two tick boxes that can be selected for additional functionality.

'Full Model', when left blank, will instruct the report to only consider the datasets directly in the imported BOM. If the box is ticked however, the report will extend the assessment to additional datasets associated with attached IPC files and BOM's.

'Save Model', when ticked, will not create the report on the Makersite page, instead an email will be sent to the address associated with the active Makersite account being used to indicate when the report is ready for use.

Step 6

The report can now be used to check your imported data for completeness. Any datasets that are not mapped will be highlighted.

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