You can import KPI values in multiple places throughout Spider Impact. Simple imports require a very specific data format for your KPI values, and you can create these files to match your existing scorecards.
Just click the "Send To" button in the menu bar on the top right, and select “KPI Value Import File.” This is useful when exporting and importing KPI values, or for creating blank import files to be filled in with KPI values manually.
This will open a dialog and the first step is choosing which organizations you want to include in your file. It adds the current organization by default, so if that’s all you want, just click next.
The next step has more options about what to include in the import file you’re creating. You’ll need to choose a start and end date, and you can choose whether to include calculated values or not. Most importantly, you’ll want to choose which format you want your data to be in.
“Data in Columns” has one row for every KPI, with separate columns for each date. If you’re going to be manually editing the spreadsheet, this is a great option to choose. “Data in rows” puts each KPI value in a row, which means each KPI spans multiple rows. It’s harder for people to edit, but it has the added benefit of including thresholds. This is a great option for exporting data that isn’t going to be edited before it’s imported again.
Both options are readable by Spider Impact when you're importing the scorecard. In this example we’ll choose “Dates in Columns.”
The final step is a preview of your file before you download it. This is to make sure you’ve set things up properly.
When you click the “Download Import File” button, it will save a spreadsheet that matches the preview. If you choose “Data in Columns” and have KPIs that use different calendars, your spreadsheet will have one worksheet for every calendar.