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Procedure documentationEntering Actual Data and Current-Period Target Data in Excel 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 the active yellow arrow to open the Data Entry screen.

  3. Click Download to Excel. At the username and password prompts, specify your Web authentication username and password. Click OK. Then, at the Excel Data Entry login, specify your Web authentication username and password. Click OK. The data entry 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.

  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 metric 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. 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.

  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 metric set is no longer accessible for data entry and the Actual and Target cells are inactive.

  10. To enter data for another metric set, select it from the Select a Metric set to display below drop-down list. Or, select a different model from the Database drop-down list and then select a metric set.

  11. To return to the Entry and Approval main window, click Entry and Approval Home.