Import/Export Rules

Overview

The Import/Export Rules feature lets you efficiently manage Data Quality rules by importing them from Excel templates and exporting existing rules for backup, sharing, or migration.

Accessing Import/Export Rules

To access the Import/Export Rules functionality:

1. Navigate to your Test Cases list

2. Locate the Data Quality test case you want to work with

3. Click on the (N) Rules link in the DQ Rules column (where N is the number of rules)

4. The DQ Rules dialog will open, displaying all rules for the selected dataset

Export DQ Rules

Overview

The Export feature allows you to download all existing Data Quality rules for a specific dataset into an Excel file. This is useful for:

• Creating backups of your rules

• Sharing rules with team members

• Migrating rules to other test cases or environments

• Using as a template for bulk rule creation

Steps to Export Rules

1. Open the DQ Rules dialog (as described above)

2. Click the Export DQ Rules button (cyan/teal button on the left)

3. The system will automatically generate and download an Excel file containing all your rules

4. The exported file will be named with the dataset name and timestamp

Import DQ Rules

Overview

There are primarily three formats to import the Data Quality Rules.

JSON: Once rules are exported, they can be imported into the same or different test cases. Use cases include exporting existing rules from one test case to another or migrating a single test case between environments.

SQL: You can connect to any database to import data. If your data matches the specified format below, rules will be populated accordingly.

Excel: Whether you’re using SQL or Excel, the data format needs to be consistent. Refer to the attached Excel template.

215KB

template.xlsx

Prerequisites

Before importing rules, ensure you have:

1. A valid Excel template file (download the template from this documentation page)

2. All required columns filled in the template

3. Valid SQL syntax for SQL-based rules

4. Correct column names that match your target dataset

Steps to Import Rules

1. Open the DQ Rules dialog for your target dataset

2. Click the Import DQ Rules button (white/outlined button)

3. A file browser dialog will open

4. Select your prepared Excel file (.xlsx format)

5. Click Open to upload the file

6. The system will process and validate the rules

7. Successfully imported rules will appear in the rules list immediately

Excel/SQL Template Structure :

Test Case Structure Guide

• TEST_CASE_ID Unique identifier for each test case. Format: TC-XXX (e.g., TC-101, TC-102)

• TEST_CASE_NAME Clear description of the validation objective, explaining the business or technical rule.

• SQL_EXECUTE_COLUMN_DQ SQL query utilizing INFORMATION_SCHEMA tables that outputs a single value or count. No placeholders are present.

• SQL_EXECUTE_COLUMN_DQ_EXPECTED_RESULT Format for Expected Result:

  • For COUNTS_VALIDATION: Use =0, >10, <100

  • For DATA_VALIDATION: Use =VALUE, >30, <1000

• TEST_CASE_SEVERITY

  • Warning: Non-critical, informational

  • Severe: Critical, requires immediate action

• DQ_SQL_TYPE

  • COUNTS_VALIDATION: Returns count of records.

Rule Types Supported

Currently only SQL rules can be imported in SQL and Excel:

1. SQL Rules: Custom SQL queries that return validation results

2. - Must return a numeric value or boolean result

3. - Can include complex queries with joins, aggregations, and window functions

4. Column Level Rules: Validation rules applied to specific columns

5. - Specify the target column name

6. - Define validation criteria