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CT has internal tools for checking data freshness, e.g. the OOTB reports in the Data Quality section and also some tools within TBM Studio. However with some clients we found the need for a custom solution where we only trace a certain scope of tables with custom rules, so we are not confusing with full list of tables + be able to focus on our own freshness rules.
In this article I will explain how to use editable table to dynamically monitor the upload status with traffic lights based on custom rules.
We will be able to
We define following validity rules:
Steps:
Upload Date during this year,Upload Date after this month,Upload Date during this month,Upload into this month,No Check
=DateFormat(TableInfo("Last Updated",{Dataset Name}), "yyyy-MM-dd")
=TableInfo("Source",{Dataset Name})
=Months(CurrentDate())
=Split(Months(Upload Date),1,".")
=If({Upload Date Criteria}="Upload Date after this month",Month Current+1,If({Upload Date Criteria}="Upload Date during this month",Month Current,If({Upload Date Criteria}="Upload Date during this year",Month Current-CurrentDate("M")+1,0)))
=TableInfo("Updated This Period",Dataset Name)
=If({Upload Date Criteria}="No Check" OR {Upload Date Criteria}="","No Check",If((Upload Date Criteria="Upload into this month" AND Uses Data from This Period="true") OR (Upload Date Criteria!="Upload into this month" AND Month Upload>=Month Mininum for Green for Upload Date),"green","red"))
="<div align='center'>"&Icon("3colorcircles",Traffic Light Color="green",Traffic Light Color="yellow",Traffic Light Color="red")
#design-patterns #design #reporting #DataFreshness #Upload #Monitoring
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