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lyne_therien
lyne_therien
Helper ⭐️
February 21, 2020
Solved

Uploading data into Scorecard 2.0

  • February 21, 2020
  • 2 replies
  • 110 views

Has anyone needed to  upload scorecard 2.0 measure values in bulk? We are trying to upload values for 250 accounts for subjective (manual) measures (5 of them): Relationship, Proficiency, etc. We could update them manually through C360 > Scorecard section but that would take a long time.

Thanks!

Lyne

 

    Best answer by pele

    Hi @lyne_therien,

    Have you tried using a Scorecard Mass Edit report? If you select one of the Unified Scorecard Fact objects in Report Builder, you can update the report type from Standard to Scorecard Mass Edit. From there, you can add each of the manual measures as well as automated measures and/or other Company details and the manual measures will be editable directly from the report. 

    For example (Account names hidden): 

     

    You can even throw this report into a dashboard to use along side other reports and/or widgets.

    If the measures must be manually set and updating values via Rules Engine is out of the question, this will still take some work to get through 250+ accounts and 5 measures, but this should save you some clicks. 

    2 replies

    pele
    peleAnswer
    Helper ⭐️⭐️⭐️
    February 22, 2020

    Hi @lyne_therien,

    Have you tried using a Scorecard Mass Edit report? If you select one of the Unified Scorecard Fact objects in Report Builder, you can update the report type from Standard to Scorecard Mass Edit. From there, you can add each of the manual measures as well as automated measures and/or other Company details and the manual measures will be editable directly from the report. 

    For example (Account names hidden): 

     

    You can even throw this report into a dashboard to use along side other reports and/or widgets.

    If the measures must be manually set and updating values via Rules Engine is out of the question, this will still take some work to get through 250+ accounts and 5 measures, but this should save you some clicks. 

    lyne_therien
    lyne_therienAuthor
    Helper ⭐️
    February 24, 2020

    Thanks Pele. This is what we ended-up doing. We knew that was one possibility but we were hoping to be able to mass update (upload) from a spreadsheet. GS Support confirmed that “Unfortunately it is not possible to upload scorecard 2.0 measure values in bulk. Only way is to do it manually.”

    So we rolled up our sleeves and updated them manually as above.

    Lyne

     


     

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