Quality Assurance
Last updated on 2024-09-02 | Edit this page
Overview
Questions
- How can we carry out basic quality assurance in spreadsheets?
Objectives
- Apply quality assurance techniques to limit incorrect data entry.
When you have a well-structured data table, you can use several simple techniques within your spreadsheet to ensure the data you enter is free of errors.
Validating data on input
When we input data into a cell of a spreadsheet we are typically not constrained in the type of data we enter. In any one column, the spreadsheets software will not warn us if we start to enter a mix of text, numbers or dates in different rows. Even if we are not facing constraints from the software, as a researcher we often anticipate that all data in one column will be of a certain type. It is also possible that the nature of the data contained in the table allows us to place additional restrictions on the acceptable values for cells in a column. For example a column recording age in years should be numeric, greater than 0 and is unlikely to be greater than 120.
Excel allows us to specify a variety of data validations to be applied to cell contents. If the validation fails, an error is raised and the data we entered does not go into the particular cell.
We will be working with a couple of examples of data validation rules but many others exist. For an overview of data validation rules available, check out the Excel support page on data validation or the Validating cell contents section of the LibreOffice Calc Guide.
We will look at two examples:
- Restricting data to a numeric range
- Restricting data to entries from a list
Restricting data to a numeric range
Looking again at the clean version of
the SAFI dataset, we see that there are several columns with numeric
data. One example of this is the column no_membrs
representing the number of people in the household. We would expect this
always to be a positive integer, and so we should reject values like
1.5 and -8 as entry errors. We would also
reject values over a certain maximum - for example an entry like
90 is probably the result of the researcher inputting
9 and their finger slipping and also hitting the
0 key. It is up to you as the researcher to decide what a
reasonable maximum value would be for your data, here we will assume
that there are no families with greater than 30 members.
Let’s start by opening the data validation feature using the
no_membrs column.
1. Select the no_membrs column.
2. Select the Data tab, and in the
Data Tools group, select the Data Validation
or Validation Tools (depending on your version of Excel).
The following pop-up will appear:
3. Select ‘Whole number’ from the Allow drop down
options.
4. The window content will change. In the Data drop down
box, check that ‘between’ is selected. Minimum and
Maximum boxes will be provided for you to specify an
allowed range. You will see this:
5. Fill in the minimum and maximum values that make sense for your
data and click OK. Here we will choose a minimum of 1 and a
maximum of 30.
1. Select the no_membrs column.
2. On the Data tab select Validity.... The
following pop-up will appear:
3. Select ‘Whole Numbers’ from the Allow drop down
options.
4. The window content will change. In the Data drop down
box, check that ‘valid range’ is selected. Minimum and
Maximum boxes will be provided for you to specify an
allowed range. You will see this:
5. Fill in the minimum and maximum values that make sense for your
data and click OK. Here we will choose a minimum of 1 and a
maximum of 30.
Now your data table will not allow you to enter a value that violates
the data validation rule you have created. To test this out, try to
enter a new value into the no_membrs column that is not
valid. The following error box will appear
You can also customize the resulting message to be more informative
by entering your own message in the Error Alert tab when
creating a data validation rule.
Check that the Style is ‘Stop’. You can write ‘Invalid
number’ as the Title and ‘Number of households must be a
whole number between 1 and 30’ as the Error Message.
Now check what happens if you try to enter an invalid value.
Check that the Action is ‘Stop’. You can write ‘Invalid
number’ as the Title and ‘Number of households must be a
whole number between 1 and 30’ as the Error Message.
Now check what happens if you try to enter an invalid value.
You can also have an Input message that warns users of
the spreadsheet what values are accepted in cell that has data
validation.
Select the Input Message tab. Add the title and input
message that is convenient for your task. In this example, we will write
‘Household members’ and ‘Please enter a whole number between 1 and
30’.
Now check what happens when you select a cell that has data validation.
Select the Input Help tab. Add the title and input
message that is convenient for your task. In this example, we will write
‘Household members’ and ‘Please enter a whole number between 1 and
30’.
Now check what happens when you select a cell that has data validation.
Exercise
Apply a new data validation rule to one of the other numeric columns in this data table. Discuss with the person sitting next to you what a reasonable rule would be for the column you’ve selected. Be sure to create an informative error alert and input message.
Restricting data to entries from a list
Quality assurance can make data entry easier as well as more robust. For example, if you use a list of options to restrict data entry, the spreadsheet will provide you with a drop-downlist of the available items. So, instead of trying to remember how to spell “mabatisloping”, or whether or not you capitalized “cement” you can select the right option from the list.
1. Select the respondent_wall_type column.
2. Select the Data tab, and in the
Data Tools group, select the Data Validation
or Validation Tools (depending on your version of
Excel).
3. Select List from the Allow drop-down
menu.
4. The window will change to include a Source box, you
will see:
5. Type a list of all the values that you want to be accepted in this column, separated by a comma (with no spaces). For us this will be “grass,muddaub,burntbricks,sunbricks,cement”.
6. Create a meaningful error alert and input message, then click ‘OK’. In LibreOffice, there is no need to create an input message.
1. Select the respondent_wall_type column.
2. On the Data tab select Validity....
3. Select List from the Allow drop-down
menu.
4. The window will change to include an Entries box, you
will see:
5. Type a list of all the values that you want to be accepted in this column, and insert a new line by clicking enter after each value. Make sure not to include spaces before or after the values. Your entries of grass, muddaub, burntbricks, sunbricks and cement should look like this:
6. Create a meaningful error alert and input message, then click ‘OK’.
We have now provided a restriction that will be validated each time we try and enter data into the selected cells. When a cell in this column is selected, a drop-down arrow will appear. When you click the arrow, you will be able to select a value from your list. If you type a value which is not on the list, you will get an error message. This not only prevents data input errors, but also makes it easier and faster to enter data.
Exercise
Apply a new data validation rule to one of the other categorical columns in this data table. Discuss with the person sitting next to you what a reasonable rule would be for the column you’ve selected. Be sure to create an informative input message.
Tip
Typing a list of values where only a few possible values exist (like “grass, muddaub, burntbricks, sunbricks, cement”) might be convenient, but if the list is longer it makes sense to create it as a small table (in a separate tab of the workbook). We can give the table a name and then reference the table name as the source of acceptable inputs when the source box appears in the Data Validation pop-out.
Using a table in this way makes the data entry process more flexible. If you add or remove contents from the table, then these are immediately reflected in any new cell entries based on this source. You can also have different cells refer to the same table of acceptable inputs.
Tip
In the examples above we have applied data validation rules to an
existing spreadsheet to demonstrate how they work, however, you may have
noticed that data validation rules are not applied retroactively to data
that is already present in the cell. This means, for example, that if we
had already entered 150 in the no_membrs
column before applying our data validation rule, that cell would not be
flagged with a warning.
In some versions of Excel, you can click in the Data
tab, and in the Data Tools group, click in the little
drop-down arrow next to Data Validation, and then
Circle invalid data. This will put red circles around
invalid data entries. Note that it can be a bit slow with large data
files. You can do the same in LibreOffice Calc by going to
Tools tab, then Detective and selecting
Mark invalid data.
When using spreadsheets for data entry, it is a good idea to set up data validation rules for each column when you set up your spreadsheet (i.e. before you enter any data).
Key Points
- Always copy your original spreadsheet file and work with a copy so you don’t affect the raw data.
- Use data validation to prevent accidentally entering invalid data.