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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?