Importing Data Values and Users

Importing data values from excel can save you lots of time when working with large data sets.

Import Data Values

You can import spreadsheets of data values to save time on data entry. Use Excel or another program to create a CSV document or download the sample to the right. When you start the import you will see it added to the list of recent imports along with the status. Recent imports stay in the status list for 30 days.

Organize your data into the following column headers:

id, measure_type, actual_value_date, target_value, actual_value, comment

id (Required) The unique Clear Impact Scorecard ID for the measure that data values are being imported for. You can find this ID by running an export on the list pages or on the edit view of an individual measure.
measure_type (Required) Used to determine if the id is for an Indicator or a Performance Measure. May be “i” for Indicator or “p” for Performance Measure.
actual_value_date (Required) Determines the time period to import the data value for. To import values for a specific time period, pick a date anywhere within that time period (i.e. Jan 2013 = 01/01/2013 through 01/31/2013 so you can enter any date in that timeframe like 01/15/2013 to import a value for Jan 2013)
target_value (Optional) An numerical data value for the Target Value. Up to 6 decimals.
actual_value (Optional) An numerical data value for the Actual Value. Up to 6 decimals.
comment (Optional) A comment for the data value. Maximum length 255 characters. (Comment will be truncated if over 255)

Some things to know:

File format MUST be .CSV
The column names and order must match exactly for the import to work
Dates should be entered in this format: MM/DD/YYYY
To import values for a specific time period, pick a date anywhere within that time period (i.e. Jan 2013 = 01/01/2013 through 01/31/2013 so you can enter any date in that timeframe like 01/15/2013 to import a value for Jan 2013)
Be sure to include the header row
For % or $ metrics, do not include the symbols.
For % use the actual number not a decimal (i.e. 90% should be entered as 90)
For each value that exists in the CSV a new one will be created in Clear Impact Scorecard
If a value already exists for a measure and time period, the value will be overwritten with what is in the CSV file (unless it is left blank in the file)

Warning - The Import from CSV is an Administrative tool intended for technical users only and can update/overwrite large amounts of data at once. This process can NOT be reversed and by clicking the Run Import button below you acknowledge that you have reviewed your CSV file for accuracy and take responsibility for any data changes made as a result of the import.

Import Users

You can import spreadsheets of users to save time on user entry. Use Excel or another program to create a CSV document or download the sample to the right. Organize your data into the following column headers:

username, first_name, last_name, role_group, send_email

username (Required) The email address of the user you wish to add.
first_name (Required) First name of the user.
last_name (Required) Last name of the user.
role_group (Optional) One role group you would like to assign this user. Possible values are: administrator, scorecardbuilder, dataentry, presenter
send_email (Required) Mark as TRUE/FALSE to send user a welcome email with login instructions.

Some things to know:

When the import completes you will be prompted to download an Excel spreadsheet with the new users' passwords and IDs.
File format MUST be .CSV
The column names and order must match exactly for the import to work
Be sure to include the header row