welcome data imports instant imports & how to create an import file ryan mcintire digital...

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?