Entering Historical Data

Procedure

  1. In the Entry and Approval main window, from the Database dropdown list, choose the model.
  2. In the Measure Sets table, click Historical Data. Then, in the Measure Sets dialog box, choose the measure set for which you adding historical data. If you do not see the measure set listed, the measure set does not include an historical period.
  3. Click OK.
  4. Depending on your system setup, you may be prompted for a username and password. Enter the appropriate values and click OK.
  5. At the Excel Data Entry logon, specify your Web authentication username and password. Click OK. The historical data worksheet opens.
  6. Use the Actual and Target columns to enter your data. If you have many rows, click Sort Rows to organize the rows by column to find the measures.
  7. Do one of the following depending on whether you enter all your data during the current session:

    • If you have entered all your data, click Save Data to save your changes. Then, select Start of the navigation pathFile Next navigation step ExitEnd of the navigation path to close the spreadsheet. When prompted to save the Excel spreadsheet, click No.

    • The Save Data functionality is valid only when the worksheet is opened from the Entry and Approval application. If you have not entered all your data during the current session, you still may want to click Save Data to upload your work to the server. The saved data is available the next time the worksheet opens from the application. You can create a local copy of the data entry worksheet but it is a reference version only. If you do not want to save your initial work to the server, you can copy from the local version to a new worksheet opened from the Entry and Approval application.