Outliers | Field Values | By Frequency
- Nickolette De Clerck
- Atlas Can
Table of Contents
About This Report
The Outliers | Field Values | By Frequency report identifies extreme deviations in field values by flagging instances where a value appears at least ten times the average of other field values within the same dataset. This analysis helps highlight anomalies that may indicate data quality issues, errors, or unusual patterns requiring further investigation.
Create a copy of this report and customize it as a starting point for profiling value-results reporting.
The Outliers | Field Values | By Frequency report helps to identify outliers in field values which is crucial for maintaining data integrity, as extreme deviations can indicate errors, inconsistencies, or anomalies that may distort analytics and decision-making. By identifying these irregularities, organizations can ensure data accuracy, enhance predictive modeling, and improve overall business reliability.
Customizing This Report
The Outliers | Field Values | By Frequency report uses a set of specific filters to refine and target the profiling results displayed. These filters are critical in isolating the most relevant data fields across different Salesforce objects such as Account, Case, and Lead. For example, you can change the Profiling Value Results records based on their Created Date field.
Editing Filter Criteria
You can change the filters by clicking the Filter icon in the report. The opened menu shows which filters are locked that come with each report. You can change these unlocked filters according to your needs and can also add additional filters by clicking the Edit button.
Here’s an overview of the filters applied to this report by default:
Show Me: Displays all profiling value results, ensuring a comprehensive analysis of field value occurrences across Salesforce objects.
Created Date (Values): Set to "All Time," allowing field value data from any time period to be included in the analysis.
Is Latest Summary: Set to "True," ensuring that only the most recent profiling summaries are included for accuracy.
Record Type: Set to "Profiling Field," limiting the report to profiled fields relevant to data analysis.
Profiling Definition Category: Set to "Baseline," focusing on standard profiling scenarios without additional custom filters.
Profiling Definition Record Type: Set to "CRM," restricting the report to field values associated with CRM-related Salesforce objects.
Is System Field: Set to "False," excluding system fields from the analysis to focus on user-generated or business-relevant data.
Value Type: Excludes values categorized as "BOTTOM," ensuring the report focuses on outliers at the upper frequency range.
Is Empty Value: Set to "False," meaning only populated field values are considered in the report.
Is Outlier: Set to "Outlier," filtering for values that significantly exceed the average occurrence threshold.
Distinct Values (Primary): Set to greater than 1, ensuring that only fields with multiple distinct values are analyzed.
Is Field Populated (Primary): Set to "True," ensuring that only populated field values contribute to the analysis.
Adding Fields to the Report
This section guides how to customize the Outliers | Field Values | By Frequency report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.
Open the Outliers | Field Values | By Frequency report in your Salesforce environment and click the Edit button.
Select Fields on the left to open the list of all fields available on the object.
Use the Search all fields… option at the top of the Select Fields on the left to open the list of all fields available on the object panel to find specific fields you want to include in the report.
Double-click fields to add them to the list of columns appearing in the report, and drag and drop fields within the Columns list to change their order. You can also drag and drop fields from the list of fields to the Columns list.
Once you have finished editing and adding fields:
Click the Save button to preserve your changes.
To update the report contents based on any changes you made, click Run. This will generate the report based on the current set of filters and fields you’ve configured.
This approach allows users to tailor the Outliers | Field Values | By Frequency report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.