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Validations

Purpose of data validation

When using data entry forms, it is useful to perform validation to check that the entered data are correct, before saving them. To do this, CCH Tagetik uses validation checks, i.e. conditions defined by the user that the data must fulfil in order to be saved.

There are the following types of validation:

  • Free validations, performed on the content of an individual Excel cell in a template
  • Matrix validations performed on the content of each of the cells belonging to a row or column of the matrix

For example, in the presence of a matrix in which users enter the prices of software products sold, if all the products are priced at between EUR 200 and EUR 4000, validations can be used to prevent users from accidentally entering prices outside of the correct range.

The check can be set to run when a form is opened or saved. When the outcome of the check is negative, depending on the configuration, the data will be prevented from being saved, or the system will display non-blocking error messages (warnings) containing details of the cells containing errors.

Levels of matrix validation

The following validation levels can be set:

  • On all columns/rows, i.e. the system only saves the data when all columns/rows are correct.
  • On at least one column/row, i.e. it only saves the data when the check is successfully passed on at least one of the cells of the column/row.
  • On a formula containing the sum of the values of all the columns/rows, i.e. the system only saves the data when the sum of the data remains within a specific value limit.

Validation tolerance threshold

For every form, it is possible to set a threshold below which the system does not report a validation as incorrect (see Other options details).

By default, the value of this threshold is 0.00000001.