When you’re uploading non-financial Drivers into Futrli from Excel, make sure to follow the instructions below to fill in the template.
You can use this template to either add non-financial Drivers for the first time, or to add or update existing Drivers.
The following cells will populate automatically
After you download the template, the following cells will be pre-filled by default. Make sure not to change those fields.
B1 - Import Type | The import type must be 'Drivers'.
Make sure not to change this.
|
B2 - Organisation Name | The name of the organisation will show by default.
Make sure not to change this as it must be exactly the same as the organisation name.
|
Cells to populate
You need to fill in the following cells.
B3 - Start date | Set the first month you need to add non-financial Drivers to. This will pre-populate cell E5. |
B4 - End date | Set the month to where you'll be adding data to. This will complete the data cells in row 5. |
Column A - Driver group name | This is optional, if you need the Driver to belong to a parent group. You can then reference a group in formulas or reports. |
Column B - Driver name | The name of the Driver, which is how it will display within Futrli. |
Column C - Store on | Specify the day of the month you want to set the Driver against. If left blank, the default will be the first day of the month. |
Column D - Decimal display | The decimal display within Futrli. |
Column E onwards | Add here the value for each Driver. |