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What is Data Cleaning : As the name suggests data cleaning means unnecessary data can be cleaned with the help of data cleaning apps. Data cleansing, also referred to as data cleaning or data scrubbing, is the process of fixing incorrect, incomplete, duplicate or otherwise erroneous data in a data set. It involves identifying data errors and then changing, updating or removing data to correct them. Data cleansing improves data quality and helps provide more accurate, consistent and reliable information for decision-making in an organization.

Data cleaning is not just erasing the existing information to add the new information, but rather finding a way to maximize a data set’s accuracy without necessarily losing the existing information. 

After cleansing, a data set should be consistent with other similar data sets in the system. 

Data Cleaning in Odoo : Everyone wants to clean the data from the database for their different purposes. Purpose could be anything. With this module we have the possibility to clean duplicates and to correct entries in text fields according to predefined criteria. Cleaning data is essential since if the data isn’t correct, the insights generated from it will also be inaccurate or incorrect. Odoo introduced its own data cleaning module so users do not have to use any other tool to clean Odoo database data. With Odoo you can use a fully operational and revolutionary data cleaning app.

In this blog we will discuss how to use the Data Cleaning module in Odoo.

First of all you have to install this module from the Odoo database. For this go to the Odoo database and click on the Odoo apps and search the data cleaning module and then install. For reference you can see the screenshot below.

As you can see from the above screenshot data cleaning module in the highlighted section. Now click on the Install button and when it is installed it will show you in the Odoo database with other installed modules. 

From the above screenshot you can see the data cleaning module icon. So click on the icon and you will come to the dashboard of this module.

On this dashboard you can see the three tabs such as Duplication, Field cleaning and Configuration. Let’s discuss each in detail.

How to configure rules of Data Cleaning App : For this you can click on the configuration tab and from the drop down menu you can see two rules such as Duplication Rules and Field Cleaning Rule. 

  1. Duplication Rule
  2. Field Cleaning Rule

How to configure Duplication Rule : Duplication is used to clear records that contain alike information. There are instances where the user has mistakenly made multiple records on various dates. Duplication alert users of similar records. Duplication Rules are expressed by Contacts, CRM Tag, Country, Country State, Industry, Lead Opportunity, Opp. Lost Reason, Partner tags etc. 

When you click on the Duplication Rules, it will open a new window where you can set the duplication rules by choosing the different rules. For reference you can see the screenshot below.

How you can create Duplication Rules : For this simply click on the “Create Button” as highlighted in the above screenshot and a new window will appear. For reference you can see the screenshot below.

You can see the various fields in the screenshot. You have to fill in all the details in these fields. 

Title : You have to provide the title of the duplication rule.

Model : Select the model for the basis on which the rule should be used.

Domain : It is used to determine which type of records can be separated, so they are only taken to be deduplication checked.

Duplicate Removal : For this user have two options such as archive and Delete. He/she can choose any one of them according to choice.

Merge Mode : This field contains two options such as Manual and Automatic. 

  • Manual : If the setting is set to manual, the system will alert the user-specified to start data cleansing through the Deduplicate button. The frequency of notifications is able to be defined.
  • Automatic : If the setting is set to automatic, the threshold is determined in percentages. If a record that is similar to over the threshold are detected, and the users will be notified of the similarity.

Notify user : By adding users in notify users option, you can also decide if you want to notify the user. 

When you fill in all the information in the fields click on the save button.

After saving all the information you can click on the “Duplicate Button”. For reference you can see the screenshot below.

When you click on the Duplicate button you will reach the duplicates. For reference you can see the screenshot below.

So this is how you can configure and create Duplication Rules.

How to Configure Field Cleaning Rules : Field Cleaning Rules are used to clean the field. When you click on the Field Cleaning Rules, it will open a new window where you can tick the required columns and go ahead with creating field cleaning rules. For reference you can see the screenshot below.

How you can create Field Cleaning Rules : For this simply click on the “Create Button” as highlighted in the above screenshot and a new window will appear. For reference you can see the screenshot below.

You can see the various fields in the screenshot. You have to fill in all the details in these fields. 

Title : You have to provide the title of the Field Cleaning.

Model : Within the Form View, choose the model on which the rule is to be used.

Cleaning Mode : This field contains two options such as Manual and Automatic. 

  • Manual : If the setting is set to manual, the interval for reminders can be set, and the user who is to be reminded can be set. Based upon the set interval, reminders will be sent to the user in order to trigger cleaning the fields and scan them manually.
  • Automatic : If the setting is set to automatic, the system will look for any fields that require cleaning and then retrieve and save the information for the user to take care of.

Notify Users : By adding users in the notify users option, you can also decide if you want to notify the user. 

When you fill in all the information in the fields click on the save button. For reference you can see the screenshot below.

After saving all the information you can click on the “Clean Button”. For reference you can see the screenshot below.

And this is how you can configure and create Field Cleaning Rules in Odoo V15 Data cleaning Module.

This is how you can use the Data Cleaning Module in Odoo V15. I hope you like this blog and if you like to read more blogs written by us click on the Planet-Odoo 

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