Direct Update is a feature that enables you to update the value or indicator of a cell. You can either enter a value/indicator, or select it from the drop-down list within each cell.
To update the cell directly:
Note: There is no direct update in cells for which the data source is imported or calculated. The cells appear grayed out.
- Double-click the cell. If the cell is defined as input-ready, the cell area changes to an input field, or a drop list.
Or
Right-click the cell and choose Update from the menu.
Note: For User Category cells, double-click on the cell, then click on the down arrow. A small pop up window appears. Accept the default or select a type from the Type field, type a search string in the Search field, select the applicable matching result, and click OK.
- Enter the new value.
Or
Click the arrow to display a drop-down list of available values or indicators and select the desired option.
The values available in the drop-down list are determined by the configurator.
The values shown in the drop-list can be limited by a selection elsewhere in the Scorecard.
For example, when the full "Country" list is filtered by Language, only countries where English is spoken are shown.
Notes:
- After opening the drop-down list, you can type the first letter of the value you wish to enter. The list automatically scrolls to options beginning with that letter.
- To report no value or no indicator, type (-) or select No Value or No Indicator from the drop-down list.
- During Direct Update, a yellow tool tip in the top right-hand corner of the Scorecard indicates the cell's current value.
- The new value or indicator entered remains italicized until it has been updated in the database. If you close the Scorecard or switch to a different module before all new values have been updated in the database, a small indicator window remains open, displaying the status of the update.
After updating one cell, the Direct Update function allows you to continue the updating process sequentially through the cells.