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Formatting and Validating Datasets.

Before data can be published, it must pass through a validation layer. This layer checks your raw input against the "rules" of the data type you have assigned. If the format doesn't match the type, the record will be flagged or rejected.

Correct data formatting isn't just about making your spreadsheets look tidy; it is the foundation of data integrity within Configur. When your data is formatted correctly at the source, the platform can successfully validate, categorise, and transform that information into actionable insights.

Improper formatting leads to validation errors, "broken" dashboards, and manual cleanup tasks that slow down your workflow. This manual outlines the specific requirements for each data type supported by the platform.

Data Type Description Key Requirements
Bool Logical values Use standard True/False or 1/0 values.
Date Specific calendar days Critical: Use an exact match format (e.g., YYYY-MM-DD).
Email Electronic mail addresses Must include @ and a valid domain (e.g., .com).
Number Quantitative values Raw numbers only. No currency symbols or % signs.
Phone Number Contact numbers Ensure consistent country codes if applicable.
Post Code Geographic identifiers Standard alphanumeric strings without extra spaces.
Text  Qualitative data/Notes General strings; no specific validation rules.
Document File references/Links Used for categorizing attachments or file paths.

Critical Formatting Rules

To ensure a smooth upload and validation process, pay close attention to these two specific types:

1. Dates: The "Exact Match" Rule

Configur offers multiple date formatting options (e.g., DD/MM/YYYY vs. YYYY-MM-DD).

  • The Rule: Your raw data must exactly match the format you select in the configuration settings.

  • Common Error: Selecting DD/MM/YYYY in Configur while your CSV file uses MM/DD/YYYY will cause the validation to fail or result in incorrect data being published.

2. Numbers: The "Raw Data" Rule

Configur is designed to handle the "styling" of numbers (like adding currency symbols or percentage signs) after the data is uploaded.

  • The Rule: Raw datasets should contain only integers or decimals (e.g., 1500.50 or 0.75).

  • Prohibited: Do not include symbols like $, £, or % in your source file.

  • Why? Including a % sign turns a number into a "string" (text), which prevents Configur from performing mathematical calculations like sums or averages.

Pro Tip: If you want a value to appear as 75% in a report, upload it as 0.75 and use the Configur UI settings to apply the percentage formatting.