Setting Up Metrics Data in EXCEL

Setup Benchmark Metrics Data in EXCEL for Import into SCOPE.

Selecting the Template as the Import File

In the Benchmark Metrics Tab, on the main menu select the Import button . The Import Metrics Data Screen Displays. Select the "Setup Import File" button and the drop-down list will display the 4 different types of Metrics Import Templates for you to select the one you need.

1. Change Request Data - Opens the template ImportChangeRequests.xlsm
2. Project Data - Opens the emplate ImportProject.xlsm
3. Release Data - Opens the template ImportRelease.xlsm
4. Applications MS Data - Opens the template ImportApplication.xlsm

Select the template best suited to the type of Metrics Data you need to import. SCOPE will copy the template to the Directory Folder you choose under the Browse for Folder Screen. Use the 'Save As' option to save your file with a new name. Once your dat is input into the spreadsheet it can be imported directly into SCOPE.

NOTE: These template files are stored under your Windows User Name directory "MyDocuments/Total Metrics". You can copy them from this directory to another directory folder of you choice and rename..

If you have any issues with editing the Spreadsheets see Trouble Shooting - Enabling the EXCEL Template Macros.

Guidelines for Inputting Data in the Metrics Templates

Steps for loading data into the SCOPE Metrics Templates - manually or from external source

1. First ensure the source data is in the same format as the fields in the template worksheet i.e. Numeric or text.
2. The NAME of the Application/ Project/ Release or Change Request which is to be imported is the only mandatory field required for the import. If you want to load metrics data for one of these entities (Application/ Project/ Release or Change Request) and an entity of that name is already stored in the SCOPE database then enter that same Name stored in SCOPE into this workbook. Note, this name does not have to be identical, just identifiable when you select to merge the imported data with existing data.
3. If the field is a drop down list - ( GREY coloured columns that display a predefined set of ISBSG standard values) then please select a value from the List if entering data manually. If you are pasting data from another source, then ensure that the input data contains the same valid values. If you want to know which values are valid for each field then use the Excel function to ' Unhide the Worksheet' to display the list eg The valid values for the "Development Team Country" field can be found in the hidden Worksheet called "Country - 39". You cannot add to these lists of Valid Values, SCOPE will not recognise any new values.
4. DO NOT DELETE rows or columns in the spreadsheet - you will corrupt all the links required to complete the import.
5. Data can be entered either by:

• Manual Input - key the data directly by keying into the cell in each sheet OR
• Automatic Input - Copy and Paste the relevant data which has been formatted into rows and the appropriate columns from the source data. Source data can be either in another XCEL spread sheet OR a table (e.g. WORD or ACCESS). Please ensure that you do not delete rows and any data pasted is a valid value.

4. If Errors are identified in the data then the Sheet will report a message “FIX” in the right hand column of the data entry row. This typically occurs when you have entered data into a row that does not have a Project Name, Release Name etc.
5. Please fix all reported errors before attempting to import data into SCOPE.
6. You can leave fields empty in the spreadsheet and only input fields that you want to import or overwrite in SCOPE. If a field is empty in the spreadsheet and already has a value in SCOPE it will not be overwritten. This enables you to continually refine your input if your data arrives over time or the original import had incorrect values.
7. At the time of import SCOPE will give you flexibility to choose which rows of spreadsheet data (CRs/ Projects/ Releases / Applications) you want to import and which to exclude.

Note: DO NOT MAKE CHANGES TO THESE EXCEL TEMPLATES. They have been specifically formatted for SCOPE. If you ignore the validation guidelines then during the import process,SCOPE will reject any invalid fields or empty fields and treat them as NULL. If you have suggestions for improvements for this import then please let us know by contacting SCOPE support.