Import Values for Indicators From Spreadsheet or CSV

Learn how to import data from an Excel spreadsheet into the performance indicators in BSC Designer PRO.

Video Tutorial: How to Import Data from Excel or CSV Documents

Prepare a Template (optional)

  1. Create a scorecard with a KPI structure
  2. Select the Export values command in KPIs menu
  3. Follow the steps of the export master

Import From Spreadsheet or CSV

  1. Select the Import values command in KPIs menu
  2. Select the source for the data
  3. Click Next
  4. Preview data
  5. Click Next and if needed:
    • Click on the column name to associate it with the correct KPI property
    • Use swap columns and the rows Swap columns button button
    • Change settings in the Date group
  6. Click Next
  7. Change import settings if needed
  8. Click Next
  9. Preview recognized data
  10. Click Finish

GUID Property

Link KPI Value to a Certain Cell in an Excel File

An alternative to importing from a spreadsheet is linking the KPI value to a certain cell in an Excel file:

  1. Go to the KPI tab
  2. Select any indicator
  3. Switch to the Data tab below
  4. Click the Data source button Data Source button
  5. Select the Link to MS Excel
  6. Follow the steps of the import master

What is a Named Range?

Name range is a more reliable alternative to addressing cells by their coordinates. More in Excel manual.

Additional Tips

Importing vs. Linking