Metrics in Calxa provide a way to add additional data beyond your financial chart of accounts. Create a Metric by giving it a name and enter monthly Actual or Budget data that can then be used as drivers in Budget Formulas or as values in Custom KPIs. In this help article we look at importing metrics and metric values from CSV or Excel files.
Tips: 💡not only can you create new metrics and import values but import can be used to bulk update Business Unit mapping or to move metrics between groups.
Navigate to Budgets & Cashflow -> Budget Tools -> Import.
Select your Organisation from the Selected Organisation dropdown.
At Select data file, set the following properties and click NEXT STEP.
Type of import: choose Metrics Amounts.
Import destination: select Actuals or which Budget you would like to import data into.
Select file: browse and select the Excel or CSV file to import from.
On the Match fields to a column headings step, set the import options and map the required fields to your spreadsheet columns, then click NEXT STEP.
Metric Name (Required): provide a Metric Name. If the name does not exist a new Metric with this name will be created.
Metric Group (Optional): enter a Metric Group you have already created to map move this Metric to that group. See the Metrics help article for more details.
Calculation Type (Optional): enter either Sum or End which determines the calculation method when used on a range of values. See the Metrics help article for more details.
Business Unit (Optional): when no Business Unit columns are selected the Organisation values will be updated. Optionally provide a Business Unit Number or Business Unit Name or select both and Calxa will attempt to identify the unique business unit based on the columns provided. This process will also map the Metric to this business unit. See the Metrics help article for more details.
Period Amounts (Optional): select all the monthly period columns to import and select a format that matches your monthly column heading format.
On the Import and verify the data step, verify there are no errors and click NEXT STEP.
This step allows you to confirm how many rows will be updated and verify there are no errors before any data gets updated.
On the Import the data step, confirm the correct number of rows were successfully updated and click DONE.