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Wave Success Center by McKinsey

Bulk Update Impacts or KPIs

When managing several calendarized (e.g. monthly) impacts for your initiatives, you may wish to make updates to those impacts in bulk, rather than updating individual numerical fields directly in the initiative cards. This can be done for impacts under a single initiative or across a group of initiatives, as well as for KPIs, depending on your configuration. 

Please note that your configuration of Wave may vary slightly from the examples you see below.

Step-by-step instructions

Single initiative

1. Navigate to the Impacts tab (or KPIs tab) in your initiative card. Click on update_impacts_initiative.pngUPDATE IMPACTS and select the first option in the dropdown, which in this example is Download impacts to update

Bulk updates single.gif

 

2. A green bar will appear at the top of your workspace confirming the file download. Click on DOWNLOAD to finish download and open the file.

Bulk impact update 2.1.gif

 

3. Once in the Excel file, you will see an Instructions tab that will provide additional guidance for use. Please note that only numbers can be updated!

Click on the impacts tab to access your initiative data. Make the necessary impact updates and save your file. In this example, we updated impact #918 in June 2019 from 0.075 to 0.1.

Bulk impact update 3.1.gif

 

4. Back in Wave, click on UPDATE IMPACTS and select Update numbers.

Bulk impact update 4.1.gif

 

5. Follow the prompts in the pop up box: choose the file, click on UPLOAD FILE, and then UPDATE. Click CLOSE to exit the pop up box. Should there be an error in your file, a notification will appear with the option to upload a different file or cancel the upload.

You will see that your initiative has been updated, which in this example is impact #918 in June 2019.

Bulk impact update 4.gif

 

Multiple initiatives

1. In your main workspace, navigate to the upper left corner. Click on the update numbers icon Update_numbers_via_Excel.png and select Download impacts to update (or if you are updating KPIs, select Download KPIs to update).  

In the pop up box, click NEXT (Current data will be selected by default) and Apply the view filter to exported data. For this example, we have filtered the data to only show initiatives in a specific workstream and only that data will be exported. Once confirmed, click EXPORT.

Bulk impact download.gif

 

2. A green bar will appear at the top of your workspace confirming the file download. Click on DOWNLOAD to finish download and open the file.

Bulk impact update multiple 2.gif

 

3. Once in the Excel file, you will see an Instructions tab that will provide additional guidance for use. Please note that only numbers can be updated!

Click on the impacts tab to access your initiative data. Make the necessary impact updates and save your file. In this example, we updated three initiatives.

Bulk impact update multiple 3.gif

 

4. Back in Wave, click on the update numbers icon Update_numbers_via_Excel.png and select Update numbers. 

Bulk Upload.gif

 

5. Follow the prompts in the pop up box: choose the file, click on UPLOAD FILE, and then UPDATE. Should there be an error in your file, a notification will appear with the option to upload a different file or cancel the upload.

You will see that three initiatives were successfully updated. 

Bulk impact update multiple 5.gif

 

Bulk update errors

Should there be an error in the data being uploaded to Wave, you will be notified during the upload process as illustrated in the screenshot below. Typical reasons for errors include not having permission to edit or values being locked at certain stages.

When you encounter an upload error, you have the option to click UPLOAD AMENDED FILE or CANCEL the upload.

bulk_update_error.png

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