With the Data Shuttle you can make changes to multiple inputs across multiple projects. To do this, you must also use the Data Shuttle to export project data which creates an Excel workbook that you can then modify and import back into Planview Advisor.
You can get to the Data Shuttle page by clicking the Data Shuttle button on your Home page or by clicking Data Shuttle from the Administration page.
Creating a Data Shuttle Export
The Data Shuttle exports an Excel workbook that contains data from snapshots that meet the criteria you set in for the export. The Export section has four sections:
- Snapshot selection - In the upper left box, you set rules for which snapshots appear in your export. Broadly, you can select snapshots by Project, Attribute, or Portfolio and then apply additional criteria to narrow the number of matching snapshots.
- Matching snapshots - The lower left box displays the rules applied in snapshot selection as well as the number snapshots that match the rules. In this section, you can remove rules and preview the list of snapshots which will be included in your export.
- Export variables - In the upper right box, you set rules for inputs or outputs from the selected snapshots will be included in the export.
- Variable list - The lower right box displays the variables you selected. In this section you can remove variables from the list.
To create a Data Shuttle export:
- Create a rule or rules to determine which snapshots are included in the export.
- Select Project, Attribute, or Portfolio.
- Set a value or values for the Project, Attribute, or Portfolio.
- Select an operator: Or, And, or Not.
- For Projects and Attributes, select a snapshot type: LPD, LPD Since, Named, Dated, or Label.
- Click Add Rule.
- Repeat Step 1 for each rule you want to add.
- (Optional) Click pick from a master table of all snapshots and select from the listed snapshots.
- Create an input or output variable.
- Select Input or Output.
- Select a value from the dropdown list.
- Select a data type: Text, Number, or Date.
- Click Add.
- Repeat Step 5 for each variable you want to add.
- Click Export in the upper right corner.
Your browser may block your exported file as an unwanted pop-up. If this happens, disable your browser's pop-up blocker for this page.
Do not log out while the export is processing. Your export will fail if you do so. You can still navigate to other pages in the application while the export is processing.
The snapshots and data you selected will be exported as an Excel workbook. The rules you created can also be saved as a export preset so that you do not have to create them again.
To create an export preset:
- After your export criteria are defined, open the Presets panel by clicking the stacked disks icon in the upper right corner. Any existing presets and folders will appear in the panel.
- (Optional) Create a new folder for your preset.
- Enter a name for the folder in the textbox.
- Click the Folder icon. The folder will be added the list below.
- (Optional) Select a folder for your preset by clicking on its name at the bottom of the panel.
- Enter a name for your preset in the textbox.
- Click the Plus icon next to the textbox.
Your export preset will be added to the list of presets. You can rename, edit, and delete existing presets from the Presets panel.
To edit an existing export preset:
- Open an existing preset by selecting it from the Presets panel.
- Change the existing rules and variables as needed.
- Hover over the preset name in the Presets panel.
- Click the Save icon.
Importing data with the Data Shuttle
Once you have a Data Shuttle export file, you can make the changes to the file and then import those changes back to Planview Advisor with the Data Shuttle.
To import data with the Data Shuttle:
- Click Import Data from Excel at the top of the Data Shuttle page.
- Click Choose File and select your import file.
The import file must be an Excel file that was created with a Data Shuttle export.
- If you are uploading to a snapshot, select either Static or Dynamic. If you are not uploading to an existing snapshot, a new snapshot will be created.
- Click Import.
Do not log out while the import is processing. Your import will fail if you do so.
The Data Shuttle imports your data. Uploads to LPD will load the changes into your workspace. You then must publish the changes from your workspace.
If you use the Data Shuttle to upload to Snapshots the data is saved directly to the Snapshots and no further action is required.
Snapshots do not save historical data, so once you save to a Snapshot you will not be able to revert the Snapshot to its previous state
To publish your imported changes:
- Locate the workspace created by the upload. This can be done in multiple ways:
- If the Workspaces table is on your Home page, it will be listed there.
- If you do not have the table on the Home page, open the Additional Actions menu by clicking the three dots to the left of the Data Shuttle button. Click Manage Workspaces.
- Click on the workspace name to see the projects and inputs affected by the import.
- Click Check All on the right hand side.
- Click Publish.