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Importing Scorecard Items

Scott O'Reilly
  • Updated

Users who have permission to modify scorecard structure can now import scorecard items from a spreadsheet directly inside of Spider Impact. To start, just click on the “Import Scorecard Items button on any tab in the Scorecards section.

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Or, if your organization doesn’t have a scorecard yet, you can click on the “Import Scorecard Items” button in the navigation pane.

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This opens a dialog where you can upload your spreadsheet. You can also download an example file showing what your spreadsheet can look like.

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Finally, Spider Impact can easily export existing scorecard items in exactly this format so you can import it to another organization, or modify your data to be re-imported. This is covered in the Exporting Scorecard Import File article.

If your columns have the same names as their corresponding scorecard item fields, the software will automated add the correct labels. Otherwise, you’ll need to drag and drop the column labels to correctly match the columns.

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You can import an entire scorecard, or you can import just a few scorecard items at a time. In this example the “improve customer satisfaction” objective is selected when we click the “import scorecard items” button, so everything we import will be created underneath that.

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Importing KPI equations

Your spreadsheet can include KPI equations, so calculated KPIs arrive ready to go. Add an “Equation” column, and write each equation using the names of KPIs in the same file instead of their IDs, like M(Web Orders) * M(Average Order Value). Spider Impact connects each name to the new KPI as it imports them.

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Threshold columns can hold an equation instead of a number, which makes that threshold calculated. For example, T(Product Revenue, Goal) uses the Product Revenue KPI's goal. The example file you can download from the import dialog includes a calculated KPI with calculated thresholds.

A few things to know:

  • An equation can refer by name only to KPIs in the same import file. To refer to a KPI that already exists in Spider Impact, use its ID, like M(12345).
  • Every KPI name used in an equation must be unique within the file.
  • If a KPI name starts with a number or contains punctuation such as a comma, hyphen, parentheses, or a percent sign, put it in quotes, like M("Net Operating Profit (before tax)").
  • Equations are ignored for KPIs with text scoring types.