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Procedure documentationEntering Historical Data Locate this document in the navigation structure

Procedure

  1. In the Entry and Approval main window, from the Database drop-down list, choose the model.

  2. In the Metric Sets table, click Historical Data. Then, in the Metric Sets dialog box, choose the metric set for which you adding historical data. If you do not see the metric set listed, the metric set does not include an historical period.

  3. Click OK.

  4. At the username and password prompts, specify your Web authentication username and password. Click OK.

  5. At the Excel Data Entry login, specify your Web authentication username and password. Click OK. The historical data worksheet opens.

    Note Note

    If your browser settings for ActiveX scripting are set to Prompt you will be prompted to accept the ActiveX every session, but only the first time per session. The ActiveX prompt may push the connection dialog box behind the Entry and Approval window. Press ALT+TAB to the Excel icon to continue.

    End of the note.

  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 metrics.

  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. A message appears, notifying you that the save is complete. Then, select   File   Exit   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 is opened from the application. You can create a local copy of the data entry worksheet but it will be 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.