Outliers | Field Values | Statistical

Table of Contents

1 About This Report
2 Customizing This Report
- 2.1 Editing Filter Criteria
- 2.2 Adding Fields to the Report

About This Report

The Outliers | Field Values | Statistical report identifies extreme deviations in field values by flagging instances where a value appears at least ten times the average of other field values based on their population rate 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 | Statistical report helps 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 | Statistical 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 that the report captures a comprehensive view of field value outliers.
Created Date (Values): Set to "All Time," meaning value records from any time period are included in the analysis.
Is Latest Summary: Set to "True," ensuring only the most recent profiling summaries are displayed to reflect up-to-date insights.
Record Type: Restricted to "Profiling Field," meaning only field-level profiling data is included in the report.
Profiling Definition Category: Set to "Baseline," filtering the report to include only baseline profiling definitions, which represent standard profiling scenarios.
Profiling Definition Record Type: Displays only CRM records, limiting the analysis to fields associated with Salesforce CRM objects.
Is System Field: Set to "False," meaning system fields are excluded, allowing the report to focus on user-created or custom fields.
Value Type: Excludes values categorized as "BOTTOM," ensuring the report only highlights significant outlier values.
Is Empty Value: Set to "False," meaning empty or null field values are excluded from the analysis.
Is Outlier: Set to "Outlier," ensuring that only field values identified as statistical outliers appear in the report.
Distinct Values (Primary): Must be greater than 1, filtering out fields with a single distinct value to focus on meaningful variations.
Is Field Populated (Primary): Set to "True," ensuring that only populated fields with existing data are included in the analysis.

Adding Fields to the Report

This section guides how to customize the Outliers | Field Values | Statistical report by editing and adding fields, enhancing the report’s relevance and detail for specific organizational requirements.

Open the Outliers | Field Values | Statistical 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 | Statistical report to meet specific data assessment needs, ensuring that the report serves as an effective tool for data management and governance within Salesforce.