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How to Run Data Validation Tool

The Data Validation Tool in Pricefx lets you validate data before uploading it to a partition or using it in other processes such as Data Upload or accelerator deployment. This guide describes how to select validation scenarios, provide data sources, map file fields to Pricefx structures, and review and download validation results.

Navigation: Account > Data Tools > Data Validation Tool

Prerequisites

Before you start, confirm the following:

  • Account access: You have access to a Pricefx account with the Data Validation Tool enabled under Data Tools.

  • Data files: You have the files you want to validate, or the files were uploaded previously under your account. The tool supports CSV and Excel (.xls, .xlsx) files.

  • Partition access: If a selected validation scenario requires a partition, you have access to the relevant partition.

The required files depend on the validation scenarios you select. Some scenarios require a partition selection, and others do not.

Start New Validation

  1. Go to Account > Data Tools > Data Validation Tool.

  2. On the Data Validation Tool landing page, click Start new validation.

The landing page displays the text Start a new data validation and the description Quickly validate data to detect missing values, duplicates, and rule conflicts with clear reports and fix suggestions. The tool opens a four-step wizard with these steps: Validations setup, Data source setup, Data mapping, and Report Overview.

Step 1: Select Validation Scenarios

Use this step to choose the validation scenarios and checks to run against your files.

  1. On the Validations setup step, review the heading Configure validation scenarios.

  2. Click Add more scenarios.

  3. In the Add validation scenarios dialog, use the Type to find... search field to locate a scenario, or scroll the list.

  4. Select the checkbox for each scenario you want to run. For the full list of scenarios and what each one checks, see Validation Scenarios on the Data Validation Tool overview.

  5. Click Confirm to add the selected scenarios.

  6. Click Continue to proceed to the next step.

Step 2: Provide Data Sources

Use this step to provide the files for the selected validation scenarios.

  1. On the Data source setup step, review the Data Upload heading and the instruction: Please provide files for the selected validation scenarios. You may upload a new file or select one that has been uploaded recently.

  2. If a selected scenario requires a partition, select the partition. In the Generic Validation scenario, selecting a partition is optional; when you select one, you can choose the Entity Type and Entity Name for each added file so that the metadata (data types, mandatory flags) is fetched from the partition.

  3. For each required entity or data source listed under Add required files for [scenario name] (for example, Customer, Product, or Data Source: TxStandardData), click the plus icon to open the file options.

  4. Choose one of the following options:

    • Upload new file: Upload a new file (or multiple files at once) directly in the process.

    • Select from uploads: Select a file that you previously uploaded under your account.

  5. To find a previously uploaded file, use the search field, then select the required file.

  6. To confirm you selected the correct file, open the file preview.

  7. Click Continue to proceed to the next step.

Tip: If you want to use one file across multiple validation scenarios, you only need to upload it once. After that, you can attach it to other scenarios using Select from uploads.

The previously uploaded files list shows only files that you uploaded, and only those tied to the current process (for example, a particular Data Upload). Recently uploaded files are retained for up to 10 days before they are removed.

Step 3: Map File Fields to Pricefx Structures

Use this step to map the columns in each file to the corresponding Pricefx structures. The header shows the Data Source File name, the Entity Type, the Used for Validation Scenario value, and the file position (for example, File 1 of 3).

On the Data mapping step, set the Parsing Options for the file:

Option

Description

Separator

Select the column separator, for example , (Comma). This field is required.

Quote character

Enter the quote character, for example ".

Escape character

Enter the escape character, for example \.

Decimal Separator

Select the decimal separator, for example ..

Date Format

Enter the date format, for example yyyy-MM-dd.

Uploaded file contains header

Select this option if the file includes a header row.

Then complete the mapping:

  1. Review the Preview of Uploaded Sample File (Header + 3 rows) to confirm the columns parse correctly. The preview shows the total row count, for example 11 rows.

  2. In the Required Mappings section, confirm each entry under Import File Columns maps to the correct entry under Pricefx Columns. For example, map ProductID [sku] to Product ID and Label [label] to Product Name.

  3. In the Optional Mappings section, map any remaining fields. To use AI-assisted mapping, click Map fields with AI.

  4. For any field that requires a type change, use the Convert action and set the target type (String, Date, Number, or Boolean).

  5. Resolve any entry marked Not found in options by selecting a valid import file column or removing the row.

  6. Repeat the mapping for each file (for example, files 2 and 3 of 3).

  7. Click Continue to proceed to the next step.

All columns with no value will be considered as the String type. This may cause problems if number or date fields are required.

When AI mapping is applied, the tool displays the message AI mapping has been applied. Please review the results. Review the suggested mappings before you continue.

In the Generic Validation scenario, you can select which validation to apply to each field: mandatory, uniqueness, or notNull.

Step 4: Review and Download Validation Results

When you start the validation, it runs in the background and may take some time. You can leave the page and come back; once the validation finishes, the Report Overview opens with the results for all scenarios.

Use this step to review the validation results and download the full report.

  1. On the Report Overview step, review the overall results and key metrics.

  2. Drill down into detailed results per validation scenario and per validation check.

  3. Where a quick preview is available, open the preview of a validation issue. Each finding identifies the file name and entity type (and entity name) so you can locate where to fix the error.

  4. Download the full report with the validation results.

The tool flags empty values only in fields that are mandatory for the target entity, so an empty value in a non-mandatory field is intentionally not reported. Whether a field is mandatory (for null detection) or key (for duplicate detection) is read from the partition per entity.

A Pricefx admin can configure the validation thresholds without a new product version release. Confirm the configured thresholds with your admin if the overall results do not match your expectations.

Expected Result

You have run data validation against your files. You can review the validation results, identify issues by file and entity, and download a full report.