Data Entry in Excel

Use

Use an Excel spreadsheet to enter actual and target data for the measure set for the current period, rather than the Data Entry window.

Prerequisites

A measure set should not have more than 500 rows. If you exceed this number, the Download to Excel link becomes unavailable for the measure set, even if you have permission to enter data using Excel.

You have permission to enter data using an Excel spreadsheet, and you can see the Download to Excel link in the Data Entry table. Entry and Approval administrators activate this option by selecting Input Current Period Data via Excel in Set Entry and Approval Defaults. For information, see Entry and Approval Default Settings.

You are assigned to the active Data Entry workflow step. The yellow arrow in the Measure Sets table indicates that you are assigned to the active step.

Features

You can do the following:

  • For the current period, you enter actual data in the Actual column. If the actual measure is not part of the measure set, the Actual column has a gray background in the worksheet.

  • You can enter data in the Target column. The Target column is active only if the target measure is part of the measure set and the Entry and Approval administrator selected Input/Overwrite Current Period Target Data in Set Entry and Approval Defaults for this measure set. You enter data in the Target column, according to the following conditions:

    • If the Target column has available cells, it means you can enter target data.

    • If the Target header is unavailable, it means that you do not have permission to enter target data.

    • If the Target header is unavailable, but the column has numbers, it means there is target data but you do not have permission to enter target data.

    • If the Target column has a gray background, it means that the target measure is not part of the measure set.

  • If you have many rows, you can organize the rows by column to find the measures using the Sort Rows option in Excel.

Activities

Enter actual and current-period target data and click Save Data to save the data in the strategy management application. You must then populate the Data Entry table with the new values by clicking Refresh in the Data Entry screen.