Perform data mapping
Administrators can set up SPE to import data from external sources or applications to help monitor values that are essential to the strategy of the organization.
You can use Compass Query or a comma-separated values (CSV) file to configure data mapping.
Note: Ensure that the target column is mapped correctly to the correct source field and contains accurate data. The source field data types must match the target field data types in SPE to avoid errors when importing.
This table shows the columns in SPE for organizations that receive the values imported from external sources:
| Target column | Required | Data description |
|---|---|---|
| orgLevel1Code | Yes | Organization code of the topmost level of the organization where the target column belongs |
| orgLevel1Name | Yes | Organization name of the topmost level of the organization. |
| orgLevel1Region | Region of the topmost level of the organization | |
| orgLevel1Country | Country where the organization is located | |
| orgLevel1State | State where the organization is located | |
| orgLevel1City | City where the organization is located | |
| orgLevel2Code | Yes | Organization code of the second level of the organization where the part belongs |
| orgLevel2Name | Yes | Organization name of the second level of the organization |
| orgLevel2Region | Region where the second level of the organization is located | |
| orgLevel2Country | Country where the second level of the organization is located | |
| orgLevel2State | State where the second level of the organization part is located | |
| orgLevel2City | City where the second level of the organization part is located | |
| orgLevel3Code | Yes, if the value for parameter Organization Maximum Depth equals 3 | Organization code of the third level of the organization where the part belongs |
| orgLevel3Name | Yes, if the value for parameter Organization Maximum Depth equals 3 | Organization name of the third level of the organization |
| orgLevel3Region | Region where the third level of the organization is located | |
| orgLevel3Country | Country where the third level of the organization is located | |
| orgLevel3State | State where the third level of the organization part is located | |
| orgLevel3City | City where the third level of the organization part is located |
This table shows the columns in SPE for actual values that receive the values imported from external sources:
| Target column | Required | Data description |
|---|---|---|
| metric | Yes | KPI or metric name of the actual value to be recorded. This should be exactly the same as the name in the KPI or metric catalog |
| period | Yes | Period name of the actual value to be recorded. This should be exactly the same as the period name in SPE |
| orgLevel1Code | Yes | Org code of the topmost level of the organization represents the part of the organization to which the actual value is being reported |
| orgLevel2Code | Yes | Org code of the second level of the organization represents the part of the organization to which the actual value is reported |
| orgLevel3Code | Yes, if the value for parameter Organization Maximum Depth equals 3 | Org code of the third level of the organization represents the part of the organization to which the actual value is reported |
| actualValue | Yes | Actual value measured |
| unit | Yes | Unit of measure name for the reported value. This must be the same as the unit of measure (UoM) name |
This table shows the columns in SPE for the Datapoints that receive the values imported from external sources:
| Target column | Required | Data description |
|---|---|---|
| dataPointCode | Yes | The ID that connects the data point to the SPE code for the metric, KPI, metric structure, or narrative |
| dataPointName | Yes | The name of the datapoint in human readable format |
| dataPointTechnicalName | Yes | The name of the datapoint that is used as tag in the XBRL file |
| type | Yes | The type of data or information expected as value to the datapoint |
| mandatory | Yes |
YES: Select this value if the data point must be included in all reports and must contain a value. CONDITIONAL: Select this value if the data point may be included in the report. A value is required when the data point is included. NO: Select this value if the data point is optional. The data point may be excluded from the report, and the value may be left blank. |
| grouping1 | Yes | This field contains alphanumeric characters and acts as a group identifier for datapoints used to divide items into sections, paragraphs, or articles. |
| grouping2 | This field contains alphanumeric characters and acts as a group identifier for datapoints used to divide items into sections, paragraphs, or articles. | |
| grouping3 | This field contains alphanumeric characters and acts as a group identifier for datapoints used to divide items into sections, paragraphs, or articles. | |
| grouping4 | This field contains alphanumeric characters and acts as a group identifier for datapoints used to divide items into sections, paragraphs, or articles. | |
| url | This field contains a link to additional details about the datapoint. | |
| periodType | Yes |
INSTANT: Use this type when the value must be reported as of the reporting date. DURATION: Use this type when the value must be reported for a defined start and end date. |