To load values from a spreadsheet into a KRI, that KRI must have Load values using a spreadsheet option selected.

Note: Spreadsheet column headings must match exactly as shown in the following images.

Format all Spreadsheet cells (including Value and Forecast) to be General.

General format cells have no specific number format.

You can use the KRI spreadsheet load for historical measurements for a single KRI:

Load KRI Historical Measurements

You can use KRI spreadsheet load for cyclic measurements of many different KRIs:

Load KRI Cyclic Measurements

To access Loading values using a spreadsheet:

  1. From the Main Menu, select KRI | Load KRI History.

    Load KRI History

    Note: This menu option will not appear if you do not have the correct functional, or Record rights security. This menu option will also prevent you from loading records you do not have the correct security rights too.

  2. The Load KRI History Page is displayed.

    Load KRI History file loader

  3. Drag and drop, or Browse to your History spreadsheet which you have prepared with the data to be loaded. The ‘Click here to upload the data’ button will appear. Click ‘Click here to upload the data’.

    Load button

  4. The data is loaded and display on screen. At this point you may modify the Rating and the Trend if required.

    Load button

  5. Modify records as required.

    Load button

  6. Click ‘Save changes’. A confirmation message is display.

  7. Click Finish. The KRI History Loaded window will close.

  8. If there was a problem with any records in the spreadsheet, those records will not appear in Step 4 above. An information message will appear after Finish is clicked for problem records.

    Load button

  9. From the KRI Measurement tab, click the History icon to see all loaded records and in this example with the modified trend colours.

    Load button



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