Data Imports

Overview of Data Imports

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 valuesUSER,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 201-001 Course

Your Configuration Report

Dashboard Download the configuration

How do I format my data?

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

Validation Results

Help!

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?