Importing Data into the Scorecard from Excel Spreadsheet

Learn how to import into a scorecard the performance data for KPIs. Learn to use importing profiles.

Import from MS Excel Spreadsheet

1. Go to your account in BSC Designer Online. Open a scorecard where you want to import some data.

2. Go to the KPIs tab.

3. Click on the Tools menu, select Import Indicator Values option.

4. Select Import from MS Excel document. Optional: reuse previously saved import profiles from the Load settings from profile: drop list.

5. Click the Next button.

Data import wizard in BSC Designer Online

6. Upload MS Excel file. You can use this example Excel project.

7. BSC Designer reads the file and shows the list of available spreadsheets. Choose a spreadsheet from the list and click the Next button.

BSC Designer Online loaded data from Excel Spreadsheet

8. On the next step mark the column that contains values, the column that contains dates, the column that contains target values (if any), and so on.

BSC Designer Online loaded data from Excel Spreadsheet

9. Click the Next button to preview the results.

10. To reuse this import profile later check the Save settings as ... check box. Click the Finish button to finalize data import.

Troubleshooting