Welcome Data Imports Instant Imports & How to Create an Import File Ryan McIntire Digital Measures

Overview of Data Imports Prepare Your File Pick a Screen Identify Users Create or Update

Important  Getting data into Activity Insight  Save your faculty time  Almost every system can export to CSV

Important  Bulk-update records  Correct your data  Excel is powerful!

Important  Load data in minutes, not weeks  Data immediately appears in the system  Usable on reports

How do I access the utility?

Prepare Your File  What’s a CSV?  Comma-separated values USER,RANK jdoe,Full Professor

The Structure of a File Columns are Fields How is a field represented in a CSV? LNAME RANK FTE Rows are Records Henry’s PhD in Physics Sally’s Fall 2014 ACCT Course

Your Configuration Report Dashboard  Download the configuration

How do I format my data? Must be an exact match Drop-down List Whole number Integer Any number Numeric Month Day Year Date

Pick a Screen

Identify Users Pick one… Username Secondary Identifiers Employee ID Banner ID

Update or Create? Decision time What are you trying to do? Records are activities Create if you’re loading new activities Update if the records are already in the system

Update Existing Records “Primary Key” Set of fields used to uniquely identify records Term, Year, Course Prefix, Number, Section Record IDs Unique Run Ad Hoc

Default Primary Keys Scheduled Teaching Term, Year, Course Prefix, Number, Section Yearly Data Academic Year Workload Information Academic Year Academic Advising Academic Year

Impact of Primary Keys If a Primary Key is in place, you can… Option 1: Create and Update Records Option 2: Update Records What if I’m only creating new records? Check the Results Preview

Creating New Records Brand new activities No impact on existing records If the data fits, you’re good to go

Validation Results Does the screen have a Primary Key? Did I include the Primary Key fields in my file? Do I need to remove duplicate records from my file? Duplicate source records exist Does this record already exist in the system? Did I actually intend to Create New Records? Did I provide a Primary Key or Record ID? Matching record not found

Validation Results Did I use field codes for column headers? Let me check the Configuration Report Unexpected Element Drop-down lists Do I need to ask DM to add the value? Expected an enumerated value

Help!

Start simple One record A few columns Did it validate? If so, add more! Stuck? Ask your Solution Specialist

Success!

What can’t this tool do? Modify your screens Add a new Course Prefix Add Sub-Records Authors, Investigators Add Files Word, PDF, etc.

What can’t this tool do? Delete Records You can delete individual data elements Provide a blank value Be careful… we’ll load what you send

When should I submit a Work Request? Data Manipulation Clean Split Merge Pad Map

When should I submit a Work Request? Data Migration Between screens Between users Between institutions

In Review Codes vs. Labels Primary Keys Create vs. Update Validation Asking for Help

The Future Post to our new Resource Center!

Questions? Thank You