Introduction
This guide helps you follow the necessary rules when importing data points KPIs using the Excel template into fabriq. It covers key formatting and data requirements to ensure smooth integration, avoid errors, and keep your data consistent with fabriq’s system. Just follow the guidelines to ensure a successful upload.
General File Requirements
Data Tab:
The data must be contained in a single tab named “data”. Other tabs may exist, but should have different names (not "data").
Formatting:
Date Values: All dates must follow the international format (YYYY-MM-DD).
Time Values: Time should be input in seconds when KPI data format is of type time.
Header Row: The “data” tab must have a header row. Ensure it only contains values—no formulas. Use Paste Values Only.
No Blank Spaces/Invalid Characters: Ensure there are no blank spaces or invalid characters in rows. This will return an error.
Data Overwrite:
If data matches an existing data point, the existing data point will be overwritten.
Consistency:
Use TRUE/FALSE for boolean values. Avoid other languages such as "Vrai/Faux" for consistency.
File Insert in Fabriq:
Close the file before uploading or dragging and dropping it in Fabriq.
Column-Specific Requirements
Column: “indicator_id”
The indicator_id must match an existing indicator's ID in Fabriq.
You can find the indicator_id at the top-left of each indicator in Fabriq, as shown in the screenshot below:
Column: "end_date”
The end_date represents the date when the data point should be created or updated.
Format must be YYYY-MM-DD (international date format).
Column: “value”
The value represents the data to be added for the specified date.
The value must be in a number format.
Time Values: Time should be input in seconds when KPI data format is of type time.
Column: "target"
If a Default Target already exists in fabriq:
Empty: The target in Fabriq remains unchanged.
Filled: Overrides the target in Fabriq only if the "override_default_target" column is set to "True"; otherwise, no changes occur.
If no Default Target exists in Fabriq:
Empty: No Target is added.
Filled: The Target is added with the value from the file.
Column: “target_met"
If "Objectives & Rules" are NOT configured in Fabriq:
Empty: The value in Fabriq remains blue if no Target exists.
TRUE: The value in Fabriq turns green.
FALSE: The value in Fabriq turns red.
The chart colours have to be set on Success / Error, as shown below:
If "Objectives & Rules" ARE configured in Fabriq (Default Target must be pre-set in Fabriq to define a rule):
Empty: The predefined rule in Fabriq is applied.
TRUE: The value in Fabriq turns green.
FALSE: The value in Fabriq turns red.
Column: “allow_target_only”
This column enables setting a Target in Fabriq without an associated value.
It is useful for defining annual targets in bulk at the beginning of the year.
Column: “override_default_target”
Empty: No action is taken.
True: Overwrites the Target in Fabriq with the value in column D (Target).
False: No action is taken.