Show TOC

Function documentationHistorical Data Entry Locate this document in the navigation structure

 

Use the Historical Data Entry Excel spreadsheet to “back enter” data from earlier time periods. Historical data is defined as the period range from the start period of the PAS model Date Range through the Current Period minus one.

Note Note

There is no workflow control over any data entered via this spreadsheet.

End of the note.

If you are an Entry and Approval administrator, consider how or when users should enter historical data. Any data from the current period, once it goes through workflow control, becomes “historical” when the current period has moved on to the next month. If users have permission to enter historical data, the data can later be modified without oversight if these permissions are still in place. After the initial loading of the PAS model with the historical data, you may want to reset the date range to the current period only. Or, you may want to revoke permission for users to enter historical data.

Prerequisites

The Historical Data link may or may not be visible, depending on defaults settings determined by the Entry and Approval administrator.

The Entry and Approval administrator has set the date range to be completed later than the current period.

A metric set cannot have more than 500 rows. If a metric set exceeds that number of rows, the Historical Data link is disabled for the metric set, even if you have permission to enter historical data.

You have permission to enter historical data and you can see the Historical Data link in the Entry and Approval main window. Entry and Approval administrators activate this option by selecting Input historical data (actual and target) in Set Entry and Approval Defaults. Entry and Approval administrators always have permission to enter historical data, regardless of the settings.

Features

Historical data entry has these features:

  • For each historical period, you enter actual data in the Actual column and target data in the Target column. If either the Actual or Target columns have a gray background, it means there are no actual or target measures.

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

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

  • The Excel spreadsheet acts as a template that holds the data temporarily until it is passed to Entry and Approval.