Import indicator score data

You can import indicator score data from Microsoft Excel or CSV files

Before you begin

Role required: pa_admin or admin

About this task

To import score data for an indicator from a Microsoft Excel or CSV file that exactly matches the columns of the table, including sys_ids for each row, follow the steps described in Easy import.

If the file does not include sys_ids for each row, look at the descriptions presented in the documentation on Import Sets.

Keep the following information in mind as you use import sets for Performance Analytics.
Transform Map
Select the Run Business Rules check box to ensure that all the defined rules are applied when inserting scores.
Field Map
  • 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.
    Note: 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 Element field to get the sys_id into the target field.