Updating existing lists

Lists are updated by downloading an Excel file, making changes in the Excel file and then uploading the file to Position Green.

New lists can be prepared in an Excel file. Do steps 3 and 4.

Step 1: Click into the list you wish to update.

Step 2: Click "Download Excel." 

Step 3: Make changes to the Excel file. 

• Item name: The name of the list object.
  
• Item ExternalId: An ID that can be used externally when referring to the item (do not change).
  
• Item PrettyId: An ID that can be used internally when referring to the item (do not).
  
• Item ValidFrom: The date the value is valid from (the previous value will be valid up until this date).
• Further columns depending on the list.

All factors referred to in calculations in the measure builder must be added here. Any text in a box will be interpreted by a calculation so if a factor is missing, leave the field empty.

Step 4: Save the file. Go to Position Green and click "Upload Excel" to upload the new values to the list.

Upload Excel.

Click into a list value to see the different validity dates. Read more on list items with several entries.