---
title: "Creating and Editing Validations"
description: "In Lucanet Disclosure Management, validations are used to check and ensure consistency within a document and the associated calculations. Validations record deviations from the same values within a document at a glance. For this purpose, two values are compared (e.g. assets and liabilities)."
source_url: https://support.lucanet.com/en/documentation/disclosure-management/validation-mgmt-disclmgmt
language: en
last_updated: 2026-05-01
---
# Creating and Editing Validations

## Overview

In **Disclosure Management**, **validations** are used to check and ensure consistency within a document and the associated calculations. **Validations** record deviations from values within a document at a glance. For this purpose, two values are compared (e.g. **assets** and **liabilities**).

For example, the value of an item number from the **Disclosure Management** database can be validated against the total of the reporting values that make up this item number.

Validations can be created across tables from all the reporting data within a document.

## Opening Workspace

In the overview of a document, click **Manage validations** to open the workspace.

![There are two validations in the validation management. The first validation shows a warning triangle.](https://support.lucanet.com/assets/docs-images/disclosure-management/validation-mgmt-disclmgmt/_images/en/validation-mgmt.png)
Managing validations in Disclosure Management

## Options in the Validation List

You can use the **three-dot icon** menu to edit, copy or delete existing validations:

![Excerpt from the validation management. The validation three-dot icon menu is open and outlined in red.](https://support.lucanet.com/assets/docs-images/disclosure-management/validation-mgmt-disclmgmt/_images/en/validation-commands.png)
Functions for created validations

## Creating Validation

To create a new validation:

1. If necessary, open the **Manage validations** workspace.

2. Click the add icon to create a new validation. The **Add validation** area is displayed:

    ![Configure a new validation](https://support.lucanet.com/assets/docs-images/disclosure-management/validation-mgmt-disclmgmt/_images/en/validation_details.png)
    Configure a new validation

3. Specify the details of the validation (see section [Configuring Validation](#configVal)).

4. Click **Add** to create the new validation.
## Configuring Validation

When configuring a validation, the following options are available:

| Option | Description |
|---------|---------|
| Left validation side | **Chapter**  Chapter to be validated. The drop-down list includes all chapters of the current document.  **Column**  Value column containing the value to be validated  **Period**  Period from which the value is to be validated The drop-down list includes all periods from the specified **column**.  **Value**  Value to be validated. The drop-down list includes all values contained in the specified **column** and for the specified **period**. |
| Right validation side | **Chapter**  Chapter to be validated. The drop-down list includes all chapters of the current document.  **Column**  Value column containing the value to be validated  **Period**  Period from which the value is to be validated The drop-down list includes all periods belonging to the specified **column**.  **Value**  Value to be validated. The drop-down list includes all values contained in the specified **column** and for the specified **period**. |
| Create validation for all available periods | Automatically creates validations for all related periods in the table based on the specified validation details (e.g. the validations **current year** against **current year** and **previous year** against **previous year**).  As soon as this check box is activated, the **Period** drop-down list is deactivated. |
| Number of decimal places | Number of decimal places to be taken into account during validation.  When the value **Automatic** is selected, the setting from the associated Excel spreadsheet is used for validation. |

> **Note:** Validations can also be tracked in the [Cockpit](https://support.lucanet.com/en/documentation/disclosure-management/cockpit-disclmgmt.md) and in the [Data View](https://support.lucanet.com/en/documentation/disclosure-management/data-view.md) as soon as the **Validations** column is displayed there. Validations are always displayed in the chapter that was selected as the **left validation side** during configuration of the validation:
>
> the displays a section of with columns 'chapter name', 'status', 'validations'. displays two validations, one shows a warning. both validations are outlined in red. icon
> Display of a validation in the Cockpit

## Troubleshooting

The list of validations shows the validations created with the **left validation side** and **right validation side** and the respective **value**. If the values differ, an error is indicated by the warning icon.

> **Warning:** If incorrect validations are displayed, this means there is a deviation between the two compared values. Incorrect validations can be corrected as follows, for example:
>
> - Check the validation for plausibility. Were the correct values compared?
> - Edit the corresponding values in the [data view](https://support.lucanet.com/en/documentation/disclosure-management/data-view.md). Values may need to be adjust or rounded because values have been compared with different number formats.
> - Check the [Programming](https://support.lucanet.com/en/documentation/disclosure-management/work-with-msoffice/excel-files-disclmgmt/insert-values.md) of the Excel table. Were the correct values and arithmetical operations used for calculated values?