Blank Target Data Template

The Blank Target Data Template is an Excel-based template and

report that is intended to allow for bulk configuration of target data in
a selected target. This template should be used any time you wish to
create new target data for a Target container (to update existing
target data use the Setup Target Data template/report)

Generating the Template

The Blank Target Data Template can be run directly from the Targets
grids by right-clicking and choosing "Generate Blank Template":

This will bring up the selection criteria for the template:

Select Output Type – Default is to display on screen but the report
can also be emailed.

Select Target – By default, the target that you had highlighted is the
one selected.

For – This is a group filter that allows you to choose to generate blank
values for a subset based on the group hierarchy.

Select – This is a location filter that allows you to choose to generate

blank values for all locations or a single location.

Select Data Type(s) – This is a data type filter that allows you to
choose only the relevant data types.

Filter by #1 – With this filter, it is important to choose the correct

type of target data to generate blank values. For bottom-up targets,
you should choose the same option as what was selected for the
Lowest level of Targets for that target. For example, if the target was
configured with the Lowest Level set to "Locations" then you should
select "Locations" for this filter.

Filter by # 2 – This filter allows you to generate a blank template with

rows for each month in the Target effective period range by choosing
"Monthly" or to generate a single row for the full period of the target.
If you choose "Full period", any target values will be apportioned
monthly across the entire period.

Example of monthly output:

Example of full period output:

Populating the Template and Preparing it to be Processed

IMPORTANT – once the template has been generated you need to:

1. Enter the desired target values in column R (Target Value).

2. Delete any rows for which you do not wish to create target data.
3. Save the file as an xlsx document.
4. Ensure that the file name begins with (has the prefix)
"Blank_Target_Data_Template".
Eg. Blank_Target_Data_Template_2019 targets.xlsx
5. Ensure that the tab name is changed to "Setup"
6. Check the date format of columns P & Q (start and end period) to
ensure that they are in a standard date format and not the raw
excel number format (Eg. "01-Jan-18" not "43101").
7. Email the file to the standard Envizi address that you have been
provided for loading files (eg. au001p03h@envizi.com).
Depending on the number of target values to be created and how
busy the server is it may take anywhere from 5-30min to create the
target data once it is sent to the system. To review the target data,
you can either navigate to the Target Data in the platform (from the
Targets grid) or run the "Setup Target Data" report.

Fields in the Template

Column Column Heading Description

1-A Associate The name of the Organisation
2-B Target Name The name of the selected Target
3-C Description The description of the selected Target (if used)
4-D Target Type The type of target being configured
5-E Target Link An internal identifier used by the connector
6-F Item_Type Indicates what kind of entity the target value is being
set against (eg. Location, Account, Meter, etc.)
7-G Item The specific name or number of the entity the target
value is being set against
8-H Item Reference For location this is the location reference, for
accounts, it is the account reference
9-I Item Open Date If the entity (eg. location, account) has an open date
set it will appear here
10-J Item Close Date If the entity (eg. location, account) has a close date
set it will appear here. If set, you should not
configure target data past the close date.
11-K Item Link An internal identifier used by the connector
12-L Set Against For most targets this is will indicate that the values
are set against individual data types (other options
will be discussed in those specific use cases)
13-M Measuring Will indicate if target values are to be set in native
units or alternatively in a specific normalised value
(eg. Energy, Emissions, etc)
14-N Data Type The data type the target value is being set against
15-O Source Link An internal identifier used by the connector
16-P Start Period The start period (beginning of the month) for the
target value being set
17-Q End Period The end period (end of the month) for the target
value being set
18-R Target Value Where you should enter the desired target value
for the period indicated in the row. This is the only
column that you should need to edit.
19-S Units If available this indicates the units in which the
target value is being captured