If you need to create, add or edit any existing non-financial drivers via an Excel upload, follow the following steps:
Step 1 - Download the non-financial drivers template
Go to the non-financial drivers section, found through the Settings dropdown in the top menu bar.
Click the option to Create non-financial driver.
In the Creation method dropdown, select the Excel upload option.
Download the template.
Alternatively, use the Create option in the top menu bar, then select Non-financial driver.
If you've already added drivers via Excel upload, the last upload will be available in the list. You can then amend the existing data in the file.
Any new upload will override the previous upload, so make sure not to override any drivers that need to remain.
If you haven't created drivers from excel upload, you will find a blank template to download.
Step 2 - Populate the template
Once you've downloaded the template, you can add or replace the data making sure to follow the guidelines.
You can:
Keep, change or remove any existing values in the file.
Add new values.
⚠ CAUTION: Any new upload will override the previous upload, so make sure not to remove any non-financial drivers that need to remain from the file.
Step 3 - Upload the template
After you fill the template, download a copy of it, then head back to the non-financial drivers section and upload it via the Excel upload option.
Go to the non-financial drivers section, found through the Settings dropdown in the top menu bar.
Click the option to Create new non-financial driver.
In the Creation method dropdown, select the Excel upload option.
Upload the template into the panel.
If the upload is successful, click Finish to complete the upload.
If there’s any error blocking the upload, an error message will display with the detail of the problem, and how to resolve it.
Review and correct the file and try upload it again.