Entering Actual Data and Current-Period Target Data in Excel

Procedure

  1. In the Entry and Approval main window, from the Database dropdown list, choose the model.
  2. In the Measure Sets table, click the active yellow arrow to open the Data Entry screen.
  3. Click Download to Excel. At the username and password prompt, specify your Web authentication username and password. Click OK. Then, at the Excel Data Entry logon, specify your Web authentication username and password. Click OK. The data entry worksheet opens.
  4. In the Actual column, enter your actual data. If you have many rows, click Sort Rows to organize the rows by column.
  5. If the measure set has target data and you have user permission to enter target data, enter it in the Target column.
  6. 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 will be 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.

  7. Return to the Entry and Approval Data Entry window, and click Refresh to update the table.
  8. Submit the data for approval.
  9. Use the Add a Note dialog box to enter any relevant information for the recipient. Click Submit. The measure set is no longer accessible for data entry and the Actual and Target cells are inactive.
  10. To enter data for another measure set, select it from the Select a Measure set to display below dropdown list. Or, select a different model from the Database dropdown list and then select a measure set.
  11. To return to the Entry and Approval main window, click Entry and Approval Home.