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Sum

Definition

Asserts that the sum of a field is a specific amount.

Field Scope

Single: The rule evaluates a single specified field.

Accepted Types

Type
Integral
Fractional

General Properties

Name Supported
Filter
Allows the targeting of specific data based on conditions
Coverage Customization
Allows adjusting the percentage of records that must meet the rule's conditions

The filter allows you to define a subset of data upon which the rule will operate.

It requires a valid Spark SQL expression that determines the criteria rows in the DataFrame should meet. This means the expression specifies which rows the DataFrame should include based on those criteria. Since it's applied directly to the Spark DataFrame, traditional SQL constructs like WHERE clauses are not supported.

Examples

Direct Conditions

Simply specify the condition you want to be met.

Correct usage
O_TOTALPRICE > 1000
C_MKTSEGMENT = 'BUILDING'
Incorrect usage
WHERE O_TOTALPRICE > 1000
WHERE C_MKTSEGMENT = 'BUILDING'

Combining Conditions

Combine multiple conditions using logical operators like AND and OR.

Correct usage
O_ORDERPRIORITY = '1-URGENT' AND O_ORDERSTATUS = 'O'
(L_SHIPDATE = '1998-09-02' OR L_RECEIPTDATE = '1998-09-01') AND L_RETURNFLAG = 'R'
Incorrect usage
WHERE O_ORDERPRIORITY = '1-URGENT' AND O_ORDERSTATUS = 'O'
O_TOTALPRICE > 1000, O_ORDERSTATUS = 'O'

Utilizing Functions

Leverage Spark SQL functions to refine and enhance your conditions.

Correct usage
RIGHT(
    O_ORDERPRIORITY,
    LENGTH(O_ORDERPRIORITY) - INSTR('-', O_ORDERPRIORITY)
) = 'URGENT'
LEVENSHTEIN(C_NAME, 'Supplier#000000001') < 7
Incorrect usage
RIGHT(
    O_ORDERPRIORITY,
    LENGTH(O_ORDERPRIORITY) - CHARINDEX('-', O_ORDERPRIORITY)
) = 'URGENT'
EDITDISTANCE(C_NAME, 'Supplier#000000001') < 7

Using scan-time variables

To refer to the current dataframe being analyzed, use the reserved dynamic variable {{ _qualytics_self }}.

Correct usage
O_ORDERSTATUS IN (
    SELECT DISTINCT O_ORDERSTATUS
    FROM {{ _qualytics_self }}
    WHERE O_TOTALPRICE > 1000
)
Incorrect usage
O_ORDERSTATUS IN (
    SELECT DISTINCT O_ORDERSTATUS
    FROM ORDERS
    WHERE O_TOTALPRICE > 1000
)

While subqueries can be useful, their application within filters in our context has limitations. For example, directly referencing other containers or the broader target container in such subqueries is not supported. Attempting to do so will result in an error.

Important Note on {{ _qualytics_self }}

The {{ _qualytics_self }} keyword refers to the dataframe that's currently under examination. In the context of a full scan, this variable represents the entire target container. However, during incremental scans, it only reflects a subset of the target container, capturing just the incremental data. It's crucial to recognize that in such scenarios, using {{ _qualytics_self }} may not encompass all entries from the target container.

Specific Properties

Ensures that the total sum of values in a specified field matches a defined amount.

Name Description
Sum
Specifies the expected sum of the values in the field.

Anomaly Types

Type Supported
Record
Flag inconsistencies at the row level
Shape
Flag inconsistencies in the overall patterns and distributions of a field

Example

Objective: Ensure that the total discount value in the LINEITEM table does not exceed $2000.

Sample Data

L_ORDERKEY L_LINENUMBER L_EXTENDEDPRICE L_DISCOUNT L_DISCOUNT_VALUE
1 1 10000 0.05 500
2 1 8000 0.10 800
3 1 7000 0.05 350
4 1 5000 0.10 500
{
    "description": "Ensure that the total discount value in the LINEITEM table does not exceed $2000",
    "coverage": 1,
    "properties": {
        "value": "2000"
    },
    "tags": [],
    "fields": ["L_DISCOUNT_VALUE"],
    "additional_metadata": {"key 1": "value 1", "key 2": "value 2"},
    "rule": "sum",
    "container_id": {container_id},
    "template_id": {template_id},
    "filter": "1=1"
}

Anomaly Explanation

In the sample data above, the total of the L_DISCOUNT_VALUE column is (500 + 800 + 350 + 500 = 2150), which exceeds the specified maximum total discount value of $2000.

graph TD
A[Start] --> B[Retrieve L_DISCOUNT_VALUE]
B --> C{Sum of L_DISCOUNT_VALUE <= 2000?}
C -->|Yes| D[End]
C -->|No| E[Mark as Anomalous]
E --> D
-- An illustrative SQL query demonstrating the rule applied to example dataset(s).
select 
    sum(l_discount_value) as total_discount_value
from 
    lineitem 
having 
    sum(l_discount_value) > 2000;

Potential Violation Messages

Shape Anomaly

In L_DISCOUNT_VALUE, the sum of the 4 records is not 2000.000