During the Merchandise Plan onboarding process, we will be reviewing your imported data to ensure that the metrics in Toolio are accurate. To help guide this process, please use the Post Import Data Validation tool, which you can find shared in your Google Drive > Toolio Onboarding > Shared Files > Data Planning & Validation.
Please find a step by step walkthrough below:
1. Please read through the steps in the 'README' tab of your Post Import Data Validation file - this will outline the directions and provide an overview of each tab.
2. Navigate to your Merchandise Plan module and select the "Data Validation" view. Use the Time Range selector to select the last full year. Please input starting month and year in the 'README' tab (cells E5 and E6) of your validation worksheet.
Please see below for a breakdown of the Metrics by the Data Model/Data Feed they are sourced from:
Data Model (Source of data)
Please note that you may not have values for all of the metrics (i.e. if your data feed is not passing inventory ticket values, EOP Ticket will be empty). Please also be aware that if you are validating a historic time frame, On Order values should always be 0.
3.. Copy and Paste the entirety of your data from the Data Validation view to the "Toolio Plan" tab of the validation file.
4. Populate the "Expected Data" tab of your validation file with your own data aggregated in the same format.
Please note the start and end dates for each month from Toolio are reflective of your calendar configuration (may be retail dates). To quickly reference the specific dates for each month, simply hover over the month header in Toolio or click on the 3 dots:
5. Use the "Validation" tab in the file to compare % variance between the data in Toolio and your expected values. If there are any discrepancies, we will tackle them together and address any issues with the data on your next status meeting.
If possible, please begin investigating potential sources of error for any variances. You can also use the Show Raw Data function in Toolio to view the source data the system has processed.
Managing Imported Data