EazyBI : Import person rates by date

[Kris Dewachter]

Hi,

In EazyBI, I created a Google Sheet import, of rates per person. The rates have a date from which the rate is applicable.

The import itself seems to work, but if I have a person with multiple rates in the sheet, only the last record is visible in EazyBI.

Ex. For person X i have:

• Rate is 100 as of 1/1/2023
• Rate is 110 as of 1/1/2024
• Rate is 120 as of 1/1/2025

When I create a report based on "Logged By" and "Time", all the dates show the rate of 120. I'm not sure what I'm doing wrong. My import looks like this.

Any idea what i'm doing wrong here?

Best regards,

Kris

[Kris Dewachter]

Hi @elita_kalane ,

Thanks for the screenshots. I got them now.

I recreated the report, but I don't seem to be able to get results. The import seems to run without errors. But when i delete the data from the import afterwards, it states that no records were imported. Not sure if this has something to do with my changes.

Best regards,

Kris

[elita_kalane]

Hi @Kris Dewachter 

The fact that the import runs without errors but does not import anything makes me assume that the logged by user names you have in your spreadsheet, do not find a match in the Logged by dimension, user level within eazyBI. 

When you import person rates, eazyBI tries to match the usernames in your google sheet with the usernames that already exist in your eazyBI account. If the names don't match exactly, eazyBI skips those rows.

Your spreadsheet file might have "john.smith" but eazyBI has "jsmith" or John Smith

Here is what I recommend doing

• Go to your eazyBI account and look at the "Logged by" dimension to see exactly how usernames appear there
• Compare those names with the names in your Excel file
• Make sure they match exactly (including capitalization, spaces, etc.)

If you take a look at the screenshots I shared from eazyBI and my test excel file, you will notice that the Logged By names match exactly in eazyBI and in the file I imported. 

Best wishes,

Elita from support@eazybi.com

[elita_kalane]

Hi @Kris Dewachter 

Attaching them here again:

Heres my data set

Here's how you can clone the column:

Map the cloned cloumn to the Logged by dimension

Edit the properties

Apply the row filter for the imported Date count measure.

Hopefully the images come up this time. If not, please reach out to us directly at support@eazybi.com referring to this Community post!

Best wishes,

Elita from support@eazybi.com

[elita_kalane]

Hi @Kris Dewachter 

Well done with the mapping! It's only missing a slight improvement 

Here's an example on my data:
You'll see I have a few people with rate changes, and for those rates, I have different dates.

Besides what you have already mapped -  clone the Date column :

Map the same Date column as a property to the Logged by dimension, as I've shown in the screenshot below and edit the settings

 Complete the settings similarly as shown below. You can choose different naming patterns, but make sure the Date count dimension is attached to Time.

Once you import the data, you will have some new measures you can use (Issues with Rate effective date) to tie the rates to the Time dimension. Apply the Row filter for the Date countmeasure as shown in the screenshot below. This will connect the rate dates to the time dimension, even if the user has more than one line/rate in the google sheets. 

I hope this works! Let me know if you have any follow-up questions!

Best wishes,

Elita from support@eazybi.com

[Kris Dewachter]

Hi @elita_kalane ,

Thanks for your feedback. Unfortunately, I can not see the screenshots in your reply.

Can you add them again?

Best regards,

Kris