Upload External Data
Explanation
The Upload External Data for KPI activity is used to upload external data
for a KPI data source related to selected KPIs. If the upload action is
initiated at the plan level, all KPIs in the plan will be considered, but it
is also possible to upload data for specific KPIs. After the data is
uploaded, the user must ensure it is included in the calculations by
verifying the status of the data upload on the View Data Upload page.
Prerequisites
- User Access: The user must have “Full Access” to the
plan or be a Data Provider or Authorizer for the KPI.
- KPI Requirements: The
KPI must be Quantitative, System-defined, and an Automated KPI.
- Workload job related to KPI External Data Workload should be
properly configured.
- Default document class for the relevant LU should be set under
Document Defaults per Object window.
- The logged in User should be connected to a Person registered in the
application.
System Effects
As a result of this activity:
- A document is created in Document Management, referencing the unique
identification of the upload for the KPI data source.
- Existing Document Management features will be applicable to this
upload external data file. (ex: Document Classification, Revision
Control, Access Control etc.)