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FIMS Upload Demonstration`

FIMS Upload Demonstration`. 2011 FIMS /Real Estate Workshop Las Vegas, NV June 14, 2011. Presented by: Michael Kohut, DOE Headquarters (EES) Gayle Smith, DOE Headquarters (EES). FIMS 2.0 Upload Process. New user friendly interface Excel based upload files Enhanced capability

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FIMS Upload Demonstration`

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  1. FIMS Upload Demonstration` 2011 FIMS /Real Estate Workshop Las Vegas, NV June 14, 2011 Presented by: Michael Kohut, DOE Headquarters (EES) Gayle Smith, DOE Headquarters (EES)

  2. FIMS 2.0 Upload Process • New user friendly interface • Excel based upload files • Enhanced capability • Uses FIMS data field “English names”, not the database data field names • No longer … • Have to format columns to specific widths • Have to create two files for every upload set • Have to upload to one FIMS database table at a time

  3. New Upload Process Overview • Provides 7 upload templates for inputting records to be uploaded • Provides detailed informative error messages • Generates an Excel file containing the records rejected by the upload • Errors are highlighted by marking them in red

  4. Upload Templates • Templates are created using a picklist • There are 7 upload templates • Building or Trailer • Building / Trailer / Structure • Capital Improvements • Land • Outgrant • Structure • Sustainability

  5. Upload Templates • Each template represents the data fields that apply to the Upload type • i.e. Building or Trailer, Building/Trailer/Structure • Capital Improvements, Outgrant and Sustainability data require more complex validation and are therefore separate upload templates

  6. Upload Process Improvement • Detailed informative error messages Upload Failed: A column name in the header row is not correct Gross Square Feet

  7. Upload Process Improvement • Generates an Excel file which contains the records rejected by the upload • Errors are highlighted by marking them in red

  8. Upload Data Validation Provides data validation by: • Column Name • Data Field Type and Size • Property Type Consistency • Cross field • Data Field Value

  9. FIMS 2.0 Upload DEMO

  10. FIMS Upload Demonstration

  11. Upload Process • Click on Property, Upload to access the Upload screen • The 7 upload templates are found in the Select Template picklist • Select the data fields to be uploaded from the Available Columns listbox and move them to the Selected Columns listboxby double clicking, drag and drop, or click to highlights and use the arrow buttons • Click Generate Template tocreate and save your upload template • Use the Excel Template to format your upload data; do not change the column headings

  12. Upload Process In Action • Select template Building or Trailer • Drag Gross Sqft and all Cool Roofdata to the Selected Columns field. • Click Generate Template, Openit. • notice, Site Number, Area Number, and Property ID are automatically included in the template file. • These fields identify the unique record to be updated • Opendemo1 • Enter your data into the demo template • This has already been completed to save time. • In FIMS, click Browse in the Upload Process and select the demo template file. Click Upload to upload the data to the database

  13. Upload Process In Action • A message confirms success of the upload

  14. Upload Validation – Column Name Demonstrate validation on Column Name Provides data validation by: • Column Name • Data Field Type and Size • Property Type Consistency • Cross field • Data Field Value

  15. Upload Validation – Column Name • Site Number: 02001 • Area Number:002 • Property ID: 60-0001 • Gross Sqft:123 Gross Square Feet • Cool Roof - Not Economically Feasible : Y • Cool Roof – Photovoltaic Area (GSF) : 10 • Cool Roof – Planned Complete Cool Roof Date: • Cool Roof – Reflective Area (GSF): 20 • Cool Roof – Total Roof Projected Area(GSF): 200 • Cool Roof – Vegetative Area (GSF): 30 • Create an invalid column name • Save it: Demo1_colName • Upload

  16. Upload Validation – Column Name • The message identifies exactly which column name is invalid • You should not change column names generated by the Templates Upload Failed: A column name in the header row is not correct Gross Square Feet

  17. Upload Validation – Data Field Type and Size Demonstrate validation on Data Field Type and Size Provides data validation by: • Column Name • Data Field Type and Size • Property Type Consistency • Cross field • Data Field Value

  18. Upload Validation – Data Field Type and Size • Site Number: 02001 • Area Number:002 • Property ID: 60-0001 • Gross Sqft: 123 abc • Cool Roof - Not Economically Feasible : Y • Cool Roof – Photovoltaic Area (GSF) : 10 • Cool Roof – Planned Complete Cool Roof Date: • Cool Roof – Reflective Area (GSF): 20 • Cool Roof – Total Roof Projected Area(GSF): 200 • Cool Roof – Vegetative Area (GSF): 30 • Make Content invalid • Save it: Demo1_numeric • Upload

  19. Upload Validation – Data Field Type and Size • This message provides the status of the upload process • Click View Details to view the Upload Status Log which will provide detailed reasons for why a record(s) did not upload

  20. Upload Validation – Data Field Type and Size • This is an excel file that will identify the rejected records. The data in error will be marked in red. Upload Status Log Click View Rejected Record(s)

  21. Upload Validation – Property Type Consistency Demonstrate validation on Property Type Consistency Provides data validation by: • Column Name • Data Field Type and Size • Property Type Consistency • Cross field • Data Field Value

  22. Upload Validation – Property Type Consistency • Site Number: 03001  08052 • Area Number: 001 • Property ID: 200  FER-INGT-KNOLLMAN3 • Gross Sqft: 123 • Cool Roof - Not Economically Feasible : Y • Cool Roof – Photovoltaic Area (GSF) : 10 • Cool Roof – Planned Complete Cool Roof Date: • Cool Roof – Reflective Area (GSF): 20 • Cool Roof – Total Roof Projected Area(GSF): 200 • Cool Roof – Vegetative Area (GSF): 30 • Change Site Number and Property ID to a Land record • Land cannot contain cool roof or gross sqft data • Save it: Demo1_propTypeConsist • Upload

  23. Upload Validation – Property Type Consistency • This message provides the status of the upload process • Click View Details to view the Upload Status Log which will provide detailed reasons for why a record(s) did not upload

  24. Upload Validation – Property Type Consistency 0 out of 1 records updated successfully. -Row 1- A property of type Land cannot have columns: Gross Sqft, Cool Roof – Not Economically Feasible, Cool Roof – Photovoltaic Area (GSF), Cool Roof – Planned Complete Cool Roof Date, Cool Roof – Reflective Area(GSF), Cool Roof – Total Roof Projected Area (GSF), Cool Roof – Vegetative Area (GSF) The following record(s) is/are not being uploaded: Row 1 – 08052 001 FER-INGT-KNOLLMAN3 123 Y 10 20 200 30 Upload Status Log

  25. Upload Validation – Cross Field Demonstrate validation on Cross Field Provides data validation by: • Column Name • Data Field Type and Size • Property Type Consistency • Cross field • Data Field Value

  26. Upload Validation – Cross Field • Site Number: 03001 • Area Number:001 • Property ID: 200 • Gross Sqft: 123 • Cool Roof - Not Economically Feasible : Y • Cool Roof – Photovoltaic Area (GSF) : 10 • Cool Roof – Planned Complete Cool Roof Date: 2012 • Cool Roof – Reflective Area (GSF): 20 • Cool Roof – Total Roof Projected Area(GSF): 200 • Cool Roof – Vegetative Area (GSF): 30 • Rule: The cool roof planned date cannot be input if Not Economically Feasible is checked • Put a date in Cool Roof – Planned Complete Cool Roof Date • Save it: Demo1_rule1 • Upload

  27. Upload Validation – Cross Field • This message provides the status of the upload process • Click View Detailsto view the Upload Status Log which will provide detailed reasons for why a record(s) did not upload

  28. Upload Validation – Cross Field Rejected record

  29. Upload Validation – Another Cross Field • Site Number: 03001 • Area Number:001 • Property ID: 200 • Gross Sqft: 123 • Cool Roof - Not Economically Feasible : Y • Cool Roof – Photovoltaic Area (GSF) : 10 • Cool Roof – Planned Complete Cool Roof Date: • Cool Roof – Reflective Area (GSF): 20200 • Cool Roof – Total Roof Projected Area(GSF): 200 • Cool Roof – Vegetative Area (GSF): 30 • Rule: The Total Cool Roof Area cannot exceed the Total Roof Projected Area • Save it: Demo1_rule2 • Click Upload

  30. Upload Validation – Another Cross Field • This message provides the status of the upload process • Click View Detailsto view the Upload Status Log which will provide detailed reasons for why a record(s) did not upload

  31. Upload Validation – Another Cross Field Rejected record

  32. Upload Validation – Data Field Value Demonstrate validation on Data Field Value Provides data validation by: • Column Name • Data Field Type and Size • Property Type Consistency • Cross field • Data Field Value

  33. Upload Validation – Data Field Value • Site Number: 02001 • Area Number:002 • Property ID: 60-0001 • Gross Sqft: 123 • Cool Roof - Not Economically Feasible : • Cool Roof – Photovoltaic Area (GSF) : 10 • Cool Roof – Planned Complete Cool Roof Date: 2010 • Cool Roof – Reflective Area (GSF): 20 • Cool Roof – Total Roof Projected Area(GSF): 200 • Cool Roof – Vegetative Area (GSF): 30 • Rule: The cool roof planned date must be greater than or equal to the current fiscal year • Save it: Demo1_rule3 • Upload

  34. Upload Validation – Data Field Value • This message provides the status of the upload process • Click View Detailsto view the Upload Status Log which will provide detailed reasons for why a record(s) did not upload

  35. Upload Validation – Data Field Value

  36. Upload Validation – Data Field Value Rejected records

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