Worksheet for Import
To make data import easier, this option generates a file, to be read directly in Excel, with data already filled out for import.
Procedures
To generate an import worksheet, set the following parameters:
| 1. | Period From - Period To: Enter the period when values must be entered. |
| 2. | Source Folder: Enter where the file will be generated (folder below SGI website bar). For example: \spreadsheets\. |
| 3. | Scorecards: Enter which scorecards will have their indicators added to the spreadsheet. |
| 4. | Export Values: Select this option if you want the worksheet generated to have values saved in the system as well. |
| 5. | Define the worksheet order. |
| 6. | Click Generate to create the spreadsheet in the directory entered. |
| 7. | Open the spreadsheet in Excel, fill out data, and save it as .CSV file in the import directory, so that SGI can recognize/read this file |