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Upload Goals

Here’s how you can upload your goals a.k.a Budgets, Targets, to get Auto Insights to perform a variance analysis against your main dataset (for example, Expenses, Revenue, SLA).

Requirements for Goals dataset:

  • Actual data needs to be uploaded into Auto Insights before the Goals dataset can be uploaded

  • Only CSV upload is supported currently.

  • Goals dataset must have at least 1 measure.

  • Goals dataset must have at least 1 date column.

    • Goals dataset must NOT have a timestamp in any date columns.

Uploading Goals

  1. On the Datasets page, select the 3-dot menu next to your dataset, and select Configure dataset.

    Configure_Dataset.png

  2. Navigate to Goals in the left navigation bar.

  3. Select Create goal at the top right of your screen.

    create goal button

  4. Name your goals dataset and select Continue.

    name your goals dataset

  5. Select your goals dataset and select ‘Continue’ to upload the dataset.

    select your goals dataset

    If there are any errors during the upload process, they will be highlighted in the left panel of the screen. Resolve them within the data file before continuing.

    Goal data

  6. Map your goals dataset to your actuals dataset. Take note that a measure and a date column must be mapped to complete the upload process.

    Sales Targets

    If there are any errors during the mapping process, they will be highlighted in the left panel of the screen. Resolve them before continuing.

    At the end of this process, you’ll see that Auto Insights is in the midst of ingesting your new goal dataset, you can continue to explore your actuals data until this is completed.

    Once it’s successful, you should be able to confirm that it’s Ready for use.

    confirm

  7. If you wish to re-ingest your goals dataset, simply select the 3 dot menu and select Replace file.

Frequently Asked Questions

Why can’t I access the Datasets Menu?

There are 2 reasons why you’re not able to access the Datasets 3-dot Menu:

  1. You don't have the necessary role to edit Auto Insights Datasets (e.g. Auto Insights Creator).

  2. You haven't been assigned Editor permissions to this dataset.

If you would like to add goals to your dataset, please reach out to your Organization Admin for them to set you up with the right permissions.

What happens if there are changes to the main dataset?

If there are changes to the main dataset, our recommendation is to review the goals mapping to ensure all the relevant columns are mapped correctly. A quick way of doing so is to re-ingest your goals dataset once more after the main dataset has been updated.

Only certain users are allowed to view goals data, not everyone. How do I set it up?

You would need to create 2 separate main datasets, one that’s linked to a goals dataset and one that is not. Manage access to the main dataset via Groups so that the appropriate users have access.

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