Metric dashboard – mass import

TeamGuru lets you mass upload your data from your internal system. The data needs to be saved in the standard CSV format.

Supported file formats

• A: Single metric in one row

  Example: uploading various metrics for the org. unit TGCB for November and December 2024.

  

• B: Multiple metrics in one row

  

• Supported date formats

  • Daily values: D.M.YYYY or YYYY-M-D (e.g. 1.3.2024 for March 1st, 2024)
  • Weekly values: W.YYYY or W/YYYY (e.g. 1.2024 for week 1 in 2024)
  • Monthly values: M.YYYY or M/YYYY (e.g. 1.2024 for January 2024)

Import the data

1. Save the file as CSV. Save the file in the .csv format: in Microsoft Excel, go to Save As and select the .csv (semicolon-separated values) format instead of .xls.

2. Open the mass import. Go to Metric Dashboards and select Mass Import in the submenu.

   

3. Create a mapping template. Create a Mapping Template, which makes sure that the metric and org. unit names in the source file are assigned to the correct metrics and org. units in TeamGuru.

   

4. Create a file template. Create a File Template so that TeamGuru can decode which values are stored in which columns of the source file.

   • Select the single metric format if your file is organized as in example A above.
   • Select the multiple metrics format if your file is organized as in example B above.

   Specify what data each column of your spreadsheet contains.

   Example A:

   

   Example B:

   

5. Upload the data. Upload the data from your source file: select the template, open the source .csv file and click Import.