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Function documentationData Entry in Excel Locate this document in the navigation structure

 

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

Prerequisites

A metric set cannot have more than 500 rows. If a metric set exceeds that number of rows, the Download to Excel link is disabled for the metric 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 Enter 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 Metric 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 metric set, the Actual column has a gray background in the worksheet.

    The worksheet heading displays information about the metric set, the start date and end date of the entire period, and the current period.

  • You can enter data in the Target column. The Target column is active only if the target measure is part of the metric set and the Entry and Approval administrator selected Input/overwrite current period target data in Set Entry and Approval Defaults for this metric 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 grayed out, it means that you do not have permission to enter target data.

    • If the Target header is grayed out, 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 metric set.

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

Activities

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