1. Bulk import of performance indicators


 
Opal3 Support
Last Updated: 2 years ago

If you have many indicators to add or change, you will find the spreadsheet-based import functionality much more practical. than the one-by-one interactive system.

Important

  • The best way to learn about what needs to be entered in each of the columns of the spreadsheet is to first create several indicators using the interactive on-line system, or at least have it open at the same time. You should only begin using the spreadsheet import function once you're familiar with the system.

  • If there is no Opal3 ID in the first column, multiple uploads of the same spreadsheet will create multiple indicators!

  • If there is an existing Opal3 ID in the first column the specified indicator will be amended.


Begin by downloading a template:

 

https://helpcenter-io.s3.amazonaws.com/uploads/opal3/wsbnGhLnipxcOhMn7v5DGY5iyHys6sFccS6AXd1O-image.png
https://helpcenter-io.s3.amazonaws.com/uploads/opal3/vS43jcXXKAJUR5FKNWh959wYCjHneyBfdTUI6CQv-image.png

Principles

  • The merged cells in the first heading row specify the major sections.

  • The column headings in the second heading row carry information and instructions. Float your cursor over a cell to see more detail.

  • Each column relates to a different aspect of an indicator.

  • Each row relates to a single indicator.

  • As far as possible, cell content is determined by the content of pull-down menus. Take care not to paste non-matching content into any of these cells.

  • Everything is a replication of the interactive on-line system (see here and here for more information), with the exception of the first three columns.

 


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