The Bulk Upload feature in the Untap Excel Add-In (version 3.1.0.1) streamlines the process of updating KPI Actuals and Forecasts/Targets for an entire financial year. By generating a comprehensive sheet that includes new contextual columns like Company Tags and Portfolio Tags, users gain enhanced visibility and flexibility in managing data. This feature allows you to update multiple periods at once, significantly improving efficiency and reducing manual effort. Whether you're managing financial metrics or operational KPIs, the Bulk Upload option ensures faster and more accurate data handling.
How to Access the Bulk Upload Feature
- Log in to the Untap Excel Add-In.
- Navigate to the "Bulk Upload" tab on the right-hand menu.
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From the dropdown menus, select either "Actuals" or "Targets," and choose the relevant financial year.
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Click "Refresh" to load the KPI data for all periods within the year.
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Review the data displayed, including the new "Company Tags" and "Portfolio Tags" columns that provide additional context for each KPI.
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Update the green-highlighted cells for the periods and KPIs you want to modify.
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Once all updates are made, click "Upload" to save your changes across all selected periods.