How do I validate Record format integrations?

"How do I validate Records format integrations?" is a continuation of "How do I validate data in Ambition?".

The focus is on validating user level metrics with a Records format integration for a single day. For team or weekly/monthly aggregations, please validate User level data first, then return to "How do I validate data in Ambition?" for further instruction. 

 

Ambition's Spreadsheet reporting shows more data than expected

Ambition's Spreadsheet reporting shows less data than expected

 

Ambition's reporting shows more data than expected:

1. Identify a distinct user with inconsistent data on a distinct date. 

2. Open the left navigation and click Administration > Data > Integrations.

 

3. Click Edit in line with the Records based integration in question.

 

4. Click on the Data Explorer tab.

 

5. Within the Data Explorer tab, click on Metrics.   

 

6. Click on the Filters icon.

 

7. Select the relevant User and Metric that are reporting more data.

If you have identified a specific day as well, you can update the Date filter. If you've identified a discrepancy within a larger Time Group, you can update the Time Group filter as well.

You will see the filtered user's data listed by day.

 

8. Click Explore on the appropriate row, and select Raw Records.

 

9. Here you will be able to see the individual records we received contributing to the inflated metric total. 

Compare the record(s) shown in Ambition with the records from your source of truth report.

Compare the record(s) with the current metric logic in Ambition

Things to look for:

• Is there an error with the current metric logic? Note: Metric filters are case sensitive! 
• Is additional filtering needed in the metric logic?
• Does Ambition have records stored that were deleted from your system of record? Omission of a deleted record from a file, DOES NOT equal deletion in data processing.

 

If you have questions or concerns about the actual contents of the records that you're viewing, you will want to reach out to the Integration's Admin Email Address.

If provided, the Admin Email Address can be found under the Settings tab of each Integration.

If no Admin Email Address is present, click the Get Help and Learn tab at the bottom of the left navigation to access your organization's Support Resources.

If your organization has provided support information, you will see a Company Support Information tab present under Get Help and Learn.

 

 

Ambition's reporting shows less data than expected:

1. Identify a distinct user with inconsistent data on a distinct date.

2. Open the left hand navigation and click Administration > Data > Integrations.

 

3. Click Edit in line with the Records based integration in question.

 

4. Click on the Data Explorer tab.

 

5. Within the Data Explorer tab, click on Metrics.    

 

6. Click on the Filters icon.

 

7. Select the relevant User and Metric that are reporting less data.

 

If you have identified a specific day as well, you can update the Date filter. If you've identified a discrepancy within a larger Time Group, you can update the Time Group filter as well.

You will see the filtered user's data listed by day.

 

 

8. Click Explore on the appropriate row, and select Raw Records.

 

9. Here you will be able to see the individual records we received contributing to the deflated metric total. 

Find a record in your source of truth that should be contributing and compare it to Ambition. Look for differences in the record(s) housed in Ambition and what the report contains.

Compare the record(s) with the current metric logic in Ambition

Things to look for:

• Is there an error with the current metric logic? Note: Metric filters are case sensitive! 
• Is additional filtering being applied in Ambition that's not present in your source of truth?

ex. Ambition is excluding Type = New Business while your source of truth report includes New Business.

 

If you have questions or concerns about the actual contents of the records that you're viewing, you will want to reach out to the Integration's Admin Email Address.

If provided, the Admin Email Address can be found under the Settings tab of each integration.

If no Admin Email Address is present, click the Get Help and Learn tab at the bottom of the left navigation to access your organization's Support Resources.

If your organization has provided support information, you will see a Company Support Information tab present under Get Help and Learn.