Import historical metric data and tasks

Import historical metric data with or without corresponding metric data tasks.

시작하기 전에

Download the metric template and follow the instructions to fill it out. You must use this .xlsx template for importing historical metric data. For more information on creating a metric data template, see Download a metric import template.

Role required: sn_esg.metric_manager or esg.program_manager

이 태스크 정보

Importing historical metric data enables program managers and metric managers to manage and analyze past performance, identify trends, and make informed decisions. This process includes downloading a template, filling it with necessary data, and uploading it back into the system, which then creates metric data tasks.

프로시저

1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Lists > Metric Import jobs.
2. Select New to create a new metric import job.
3. Fill in the form and then select Save.

   표 1. Create New Metric import job form

   Field	Description
   Name	Provide a name for the metric data import job.
   Description	Provide a brief description of the metric data import job.
   State	The state of a job is updated as the metric import job is processed. Draft In progress Completed with errors Completed

4. Attach the completed template file by selecting the attachments icon and selecting the file from your local hard drive.
   중요사항:

   The questionnaire template is downloaded in the .xlsx format and after being completed must be uploaded in the same format.
5. Select Save.
   The template file has been uploaded and a metric import job has been created.
6. Navigate to the Transform history tab and Import log tab to review potential errors, the number of metrics processed, ignored, or skipped, error messages, and their levels of severity, and so on.
   1. Correct any errors in the Microsoft Excel spreadsheet.
   2. Attach the updated template file by selecting the attachments icon and selecting the file from your local hard drive.
   3. Select Re-import and repeat until all errors are resolved and the import metrics job is completed successfully.
      Select the help icon for additional instructions on re-importing a metric job.
   The metrics are imported and their associated metric data task records are created.

   주:

   Metric data tasks are assigned based on the state of the metric data and the approval requirements. If data is provided, the state of the metric data task moves to Work In Progress. You must submit the task for the state to update to Awaiting approval or closed. Approval records are created and assigned according to the metric definition approval. If approval is not required, the task is created in a new state. Additionally, if the metric data is completed, a metadata task is created for audit purposes.