Testing with a dry run
Once you've imported your data and assigned categories, the next step is to test with a dry run. Doing a dry run will give you a good idea of how well your data maps to InfoSum's Global Schema.
Why do a dry run?
A dry run simulates what will happen when you normalise your dataset. Because a dry run works with a sample of rows rather than your full data, it's considerably faster than normalising your dataset for real.
You can use a dry run to spot and resolve problems with your data. After doing a dry run, you'll probably find you have warnings showing against some of your rows. Typically, whole groups of warnings will have a common cause - a mismatch between your data and InfoSum's Global Schema, which you will be able to resolve using mappings or transformations.
By resolving a group of warnings, doing another dry run, and repeating the process as necessary, you can improve the quality of your normalised data and therefore the value of your reports.
How to do a dry run
To start a dry run, click the button at the bottom of the window:
You can then watch the progress of your dry run, which may take a few minutes to complete.
How to check the results
Once the dry run is finished, you'll see a summary of the results in the progress bar at the bottom of the window. The fuller the progress bar, the better your data maps onto InfoSum's Global Schema and the more comprehensive your reports will be.
To drill down into the detail, click the magnifying glass icon beside the progress bar. You'll see individual progress bars for each of your categories, helping you identify at a glance which issues require most attention.
In this example, you can clearly see that there is a problem with the Occupation category - where no row has successfully mapped to the Global Schema. Fixing this problem would considerably increase the overall quality of your reports.
How to suppress warnings from particular categories
Sometimes, you might want to suppress warnings for particular categories. You might do this, for example, if there are issues with your original data which you cannot fix. Being warned about these issues is not useful, and may get in the way of spotting other warnings from elsewhere in your dataset.
To suppress warnings for one or more categories, click the settings icon at the right-hand end of the Dry Run button. You'll see the Dry Run Settings pop-up:
Simply turn off the checkboxes next to the categories you want to suppress. Starting from the next time you do a dry run, you won't see warnings for those categories.