Use the setup target data template to update target data in bulk in a target container.
The setup target data template is an Excel-based template and report.
About this task
You can run the setup target data report directly from the targets grids, as described in
the following procedure. Alternatively, you can run the report from the Targets
folder.
Important: Do not remove any of the values from the
Link
column. The Link values are the identifiers that tell the system exactly what target data you are
updating and where it is.
Update only the Action
column and the Target Value
column.
For more information about the columns in the target data Excel template, see
the related link to the target setting and tracking reference.
Procedure
Running the target data report
-
In the IBM® ESG Suite, use the Manage menu to display
the targets grid that contains the target whose data you want to update.
-
Right-click the target and click Extract Target Data.
-
In the Extract Target Data dialog, complete the fields.
The dialog includes the following fields:
- Select Output Type
- The default option is to display the report on screen, but the report can also be emailed.
- Report
- The value is fixed to the Setup Target Data report that you selected.
- For Organization
- The value is fixed to your organization.
- Select Target
- The value is preset to the target that you selected in the targets grid.
- Select Group
- You can choose to extract the target values for a subset based on the group hierarchy.
- Select Location
- You can choose to extract the target values for all locations or for a single location.
- Select Data Types
- You can choose only the relevant data types.
-
Click Submit.
The target data Excel report is generated and displayed on screen or
emailed.
Updating the report and preparing it for processing
- In the
Target Value
column, update the required target values.
- In the
Action
column of each updated row, enter the value
Update.
-
Delete any rows for which you do not want to update the target data, or leave the value of the
Action
column blank.
-
Save the report as an xlsx file.
Ensure that the file name has the prefix Setup_Target_Data, for example,
Setup_Target_Data_2024_targets.xlsx.
-
Email the file to your allocated Envizi address for uploading files, for example,
au001p03h@envizi.com.
Results
It might take between 5-30 minutes to update the target data after it is submitted to the
system. The time depends on the number of target values to be updated and how busy the server
is.
What to do next
To review the target data, you can either view the target data from the Targets grid, or
re-run the Setup Target Data report.
How do you access the Targets folder?