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.