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Exporting Performance Data

From either the Export Target Data module, accessed from the tool button, or from the Peformance Indicator List report (clicking on the Excel icon in the performance target lists) it is possible to export one or more targets and all their associated measurements into a spread sheet format. Completed spread sheets can then be re-imported into the system using the Import Data function in the Measurement Entry window. This is particularly useful for remote measurements of performance targets (for example field work) where web access is not readily available.

Exported data can also be easily manipulated into reports in Excel and/or Word (for example in Excel charts) thereby further extending the functionality of Escendency's reporting system.

Export Target Data Module: List of targets

Clicking on the Export Target Data module, accessed from the tool button, produces a list of targets that can be selected to export:

Note: This list page behaves like other list pages in the Escendency system.

Export Target Data module: Export Performance Target data

Selecting the export icon for a given target enables a choice of data format to be selected for saving to the client PC (or other location on the organisation's network).

After selecting the format for the exported report, there will be a prompt for the file's save location:

The performance target and all its associated data will now be saved as an Excel spreadsheet. From here it could be charted with other performance indicator spreadsheets downloaded using the export module:

Importing Performance Data (from Measurement Entry window)

Spreadsheets exported using the export functions above or saved on the network, for example by a field worker returning to the office, can be re-imported to the system during measurement entry.

Note: field data spreadsheets must be in the same format as exported target data (i.e. have identical column headings to the exported data) for successful import.

Users with performance indicator measurement tasks in their task window have the option of using a measurement import function located in the measurement entry window (the measurement entry window is accessed when users click on a measurement task - see Measurement Entry help and Control Panel: Tasks help for more information on entering measurements and responding to tasks):

After clicking on the Import Data tab of the measurement entry window the relevant file can be located by clicking on the 'Browse' button:

Clicking 'Open' then imports the file into the measurement entry data import tab. In this example the first value for 01 May 2006 is not validated because a value already exists in the database for that month:

Selecting 'Confirming & Import' will update the target database with the measurment inputter's user id so they do not have to manually enter in the measurements. This is clearly a useful function if measurements have been made out in the field over the performance target's duration, especially if there are a large number of measurements.