Importing scores from Excel or CSV

Use import sets to import scores data using Excel or CSV files.

To import score data for an indicator from an Excel or CSV file that exactly matches the columns of the table, including sys_ids for each row, use Easy Import.

If the file does not include sys_ids for each row, use import sets.

To use import sets for Performance Analytics, take these points into account.
  • Transform Map: select the Run Business Rules check box to ensure that all the defined rules are applied when inserting scores.
  • Field Maps:
    • Set Choice action to Reject for the target fields Indicator and Breakdown to ensure that no unknown values are inserted into the table.
    • Set the Referenced value field name to Name for the target fields Indicator and Breakdown if you do not have the sys_ids.
    • For the target field Start, make sure the corresponding date format is specified in Date Format. If you are using a Microsoft Excel spreadsheet, make sure that the column is formatted as Date.
    • If you do not have the sys_id for a breakdown score, specify a script for the target field Element to get the sys_id into the target field.