Academy

Join the Intrafocus Academy

If you like our free strategy resources then join the Intrafocus Academy for additional material

Strategy Workshop

A three-session workshop based on the Intrafocus Strategic Planning Process (SPP)

Balanced Scorecard Certification

A five-day master class and certificate as a Balanced Scorecard Professional

Strategic Plan Audit/Review

Let us take a look at your strategic plan to check it contains all the elements needed in a good plan

Resources

Strategy & KPI Resources

A library of resources for anyone interested in strategic planning and KPI management

Strategic Planning Process (SPP)

Our next generation Strategic Planning Process based on the Balanced Scorecard Methodology

Blog - Intrafocus Insight

New articles published every two weeks, join our mailing list and keep up

Our Customers

Don’t take our word for it, see what the Intrafocus customers have to say.

Software

Spider Impact KPI Software

Intrafocus is the only EMEA authorised reseller of Spider Impact® from Spider Strategies®.

Spider Impact - Video Guides

From getting started all the way through to integrating into back-end systems.

Spider Impact - Documentation

Everything you need to know to set up Spider Impact, configure and import data

My5 KPIs - On your PC, Mac & Phone

Keep your key performance indicators to hand with the My5 KPIs universal application

Contact and Help Desk

If you have any questions or need some help or guidance, you can contact us at any time.

Simple Spreadsheet Import

You are here:
Estimated reading time: 1 min

Measures can be updated in a simple way by importing a spreadsheet via the homepage.

Before you attempt to update any Measures using this function, you must ensure that your spreadsheet is formatted correctly. An example is shown below:

The spreadsheet must include the columns as shown in the example above:

  • id
  • value
  • value_date
  • notes
  • threshold
  • threshold

Note that the Measure name is not present. This is because different Measures can take the same name across multiple Scorecards. Instead, use the Measure ID, which can be found by hovering over the name of the Measure in the application.

Once you have created your spreadsheet, go to Home, click Measure Updates, then click the Import Measure Values icon at the top left.

The Measure Values dialogue box appears.

Select Simple Import and then click Next

You are now presented with two options:

  • Dates in the Header Row
  • Dates in a Column

Select Dates in a Column (click here to see the user guide for Dates in the Header Row).

Now click Browse to select your spreadsheet file.

Click Run Import

If your spreadsheet is formatted correctly you will be presented with a message showing that your import was successful.

Click Done

You will need to refresh your browser to see the results of the import

In our example here, you can see that everything has been successfully updated:

Was this article helpful?
Dislike 0
Views: 85