Import Goals

Use the Import Goals option to import goals from a spreadsheet. The spreadsheet must be formatted according to the instructions in Import Goals Spreadsheet Format and the rules in Import Rules for Goals.  Once the data is imported, it may be treated the same as goals entered in Market Goals Entry.

To import goals, select Planning & Buying | Import Goals.

Import Goals Window

1. Select the type of file being imported. See Import File Types for more information.

   • For a Delimited Text file, select an item from the Common Delimiters drop down or key a delimiter in the Custom Delimiter field.

2. Click <Browse> to search for and select the file to be imported.

3. To show the import detail after the data is processed, select the Show Detail check box.

4. Type the agency code in the Agency field

5. Click the Next icon to begin the process.

   • If formatting errors were encountered during the process, error messages will display. In this case, you will have to correct the spreadsheet format and then repeat the previous steps.

   • If you did not select the Show Detail check box, and no errors were encountered, you will see a success message

   • If you selected the Show Detail check box, and no errors were encountered, you will see a Import Goals detail window which displays the data to be imported.

Import Goals Detail Window

1. • • You may edit any of the displayed data in this window or you can click the Back button, edit the data in the spreadsheet and then re-import the data.

   • If you decide to do your editing in the details window, you can edit each cell individually. To delete one or more rows from the detail window, select the Delete check box for those rows.

     You may make corrections to the existing data or delete entire rows. In addition to using standard cut, copy, and paste, you can move data between cells using drag and drop. For example, if you want to copy data from a cell to a number of cells, select the cell containing the data you want to copy, hold down the [Ctrl] key, and drag the cursor over the cells in which you want the same data. The data will populate to each cell you drag your cursor over.

      

   • • When you're done, click the Save icon.

     • To enter the goals from the detail window into Broadcast, click the Import icon .

Once the process is completed, a turnaround report prints to your default outqueue and shows which records were imported, which were not and why.