Data Loader 1.0 Tips and Tricks | ClearPoint Strategy

Data Loader 1.0 Tips and Tricks

Although Data Loader 1.0 can save you a TON of time, the process of creating a package can sometimes be cumbersome to new users.  Learn some of our favorite tricks here!

Feature available for Professional Plan and above

Warning: This feature is deprecated and will be removed in a future release.

Note: This help article only applies to Data Loader 1.0. Please check out the newest version of the Data Loader 2.0.

Data Loader Tips

1) If making an upload template from scratch, use color codes and nomenclature that make it easy to keep your series straight. Make the column header in Excel easy to quickly digest and map in ClearPoint.

2) Don’t forget to use multiple tabs! This can be very helpful if mapping to multiple scorecards.

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3) If you are exporting your template from another system, do your best to format it as closely as possible to what is required for Data Loader consumption. Periods in column 1 and each series columns 2 and beyond.

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4) When creating your package, name it after the file you will be using. That way, you won’t have to remember double the names with files and packages.

5) Make different packages for different reporting frequencies. Your initial instinct is going to be to group all your series for uploading into one package. Resist the urge! It will be much easier to keep track of which packages need uploading when the new quarter rolls around.

6) If you are having issues getting the Data Loader to read your columns, try checking them for spaces.  Any unnecessary names at the beginning or the end of the header could potentially confuse the Data Loader.

7) Back up the files used in your packages! We’ve been hearing this since the dawn of computers. Save yourself some painful headaches and back those files up in a secondary location.

Data Loader Tricks

1) As soon as you get to the Mapping Definitions screen, maximize the size of the tool on your screen! Don’t let any precious space go to waste.

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2) Once the tool window is maximized, resize the columns so that you can see each of your columns. Often times, the ‘Scorecard’ column is wider by default than it needs to be.

3) You can actually filter for the scorecard, measure, and series names by entering the first letter in its name. This will make it easier for when you are dealing with many scorecards or measures. Just click into the cell and type the first letter.

4) This trick is a weird one, but can save you a lot of time if you are using the same scorecard for each mapping. Begin by selecting the desired scorecard. Right after you click it, you will notice that your mouse is hovering on top of the scorecard field two below the one you just completed. Click again and you will see that your mouse is now over the same scorecard! By alternating from mapping 1 to 3 to 5 and going every other, you can quickly go through each mapping. Once finished, go back up to the top and go from row 2 to 4 to 6 etc.

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5) Save yourself a ton of time by using scheduled uploads. We suggest setting your scheduled uploads up around your reporting calendar. For example, if your data is due on the 10th of the month at 8 AM, have the schedule set for the 10th of every month at 9 AM.

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