Self-Service Upload Guide

1. Logging In

1. Open the Data Manager URL in your browser.
2. You will see the Sign In page.
3. Enter your email address and click Send Login Code.

The Sign In page — enter your email to receive a login code

4. Check your email inbox — you will receive a 6-digit login code.
5. Enter the code and click Verify & Sign In.
6. If the code is correct you will be redirected to the Dashboard.

Enter the 6-digit code sent to your email

2. Choosing a Template

Once signed in you land on the Self Service Dashboard.

1. You will see a grid of template tiles — each shows the template name and server.
2. Click a tile to open that template’s upload page.

The Self Service Dashboard — click a template tile to begin

3. Upload Types

Common First Steps (All Types)

1. If the template has Additional Information fields (metadata), fill them in first.
2. Click Choose File to select your .xlsx or .csv file.
3. The selected file name appears next to the button.
4. Click Upload File(s) to begin processing.
5. A loading overlay (“Processing, please wait…”) appears while the file is processed.

The upload form with metadata fields and file selection

3a. KPI Bowler Processor · ProcessorA

Single-Sheet Workbook

1. Complete the common first steps above.
2. The system parses KPI data from the workbook.
3. If validation rules fail, you will see the validation error screen.
4. If validation passes, a data preview table is shown with columns: Correlation ID, Mandatory, SDP Area, Segment, KPI, KPI Type (Target/Actual), Measure Type, Period, Value.
5. An info banner shows: “Preview — N records will be imported into dbo.kpi_records.”
6. Optionally click Download JSON to save a copy.
7. Click Confirm import (N records) to insert the data.

KPI Bowler data preview with confirmation button

Multi-Sheet Workbook

1. After uploading, the Select Sheets screen lists all tabs.
2. Tick the checkboxes next to the sheets you want to process.
3. Click Process Selected Sheets.

Select which sheets to process from a multi-sheet workbook

4. A tabbed results view appears — one tab per sheet with record count badges.
5. Review each tab, then click Import All (M records).
6. The Import Complete screen lists each sheet with ✓ records inserted or ✗ error.

3b. Sources of Revenue Processor · ProcessorB

Single-Sheet Workbook

1. Complete the common first steps.
2. The system parses report data from the file.
3. A preview table is shown with columns: Label, Lvl, Group, Period, Type (%, #, txt), Value, Raw, Cell.
4. Info banner: “Preview — N records will be imported into dbo.report_data.”
5. Optionally click Download JSON.
6. Click Confirm import (N records).

Multi-Sheet Workbook

1. The Select Sheets screen appears — tick sheets, click Process Selected Sheets.
2. Review the tabbed results, then click Import All.
3. The Import Complete screen shows per-sheet results.

3c. Organic Revenue Growth & Revenue Volumes Processor · ProcessorC

Single-Sheet Workbook

1. Complete the common first steps.
2. The system parses volume/growth data.
3. Preview table columns: Year, Month, KPI, Region, Business Unit, LOB, Actual, Forecast, Trend (↑ Positive / ↓ Negative).
4. Info banner: “Preview — N records will be imported.”
5. Click Confirm import (N records).

Multi-Sheet Workbook

1. Select sheets → Process Selected Sheets → review tabs → Import All.
2. The Import Complete screen shows per-sheet results.

3d. HFM Account Mapping

This template type expects a strictly structured .xlsx workbook with exactly four tabs:

1. Complete the common first steps. Only .xlsx files are accepted.
2. The system validates that the workbook contains exactly the four required tabs.
3. If tabs are missing or unexpected, an error is shown — fix the workbook and re-upload.
4. Each tab is parsed and shown in a tabbed results view.
5. Click Import All (M records).
6. The Import Complete screen lists each tab with results.

3e. Stored Procedures

This template does not involve file uploads. It executes pre-configured database stored procedures.

1. Navigate to the template from the Dashboard.
2. You will see a list of procedure cards with name, procedure reference, and status.
3. Click Run All to execute all procedures sequentially.
4. The Execution Status section shows live progress:
   • • Pending → • Executing → • Completed (or • Failed)
5. Once finished: “All procedures completed.”

4. Dealing with Validation Errors

If uploaded data fails validation rules, no data is imported. You will see:

Validation Failure Screen

A red-highlighted section with heading “Initial Validation: FAIL” and a list of error cards:

How to Recover

Validation failure screen showing error details for each rule violation

1. Read each error — note the rule, line number, and value.
2. Open your source file and correct the flagged rows.
3. Click Upload Again to return to the upload form.
4. Re-upload the corrected file.

5. Success Messages

Single-Sheet Processor Uploads

A green success banner appears:

• ✓ N records inserted into dbo.kpi_records. (KPI Bowler)
• ✓ N records inserted into dbo.report_data. (Sources of Revenue)
• ✓ N records inserted. (Organic Revenue Growth)

Success banner after a successful KPI import

Multi-Sheet Imports

A summary titled “Import Complete — filename.xlsx” lists each sheet with ✓ records inserted or ✗ error message.

Multi-sheet import results — per-sheet outcome summary

Non-Processor Uploads

A green banner: ✓ “File uploaded and recorded successfully.”

6. Upload History

Every template page (except Stored Procedures) includes an Upload History table showing past uploads: