将组织数据 (后续上载) Upload organizational data (subsequent uploads)

管理员需要执行以下步骤,才能将 (数据) 到 Workplace Analytics。Administrators need to do the following steps to upload (import) organizational data to Workplace Analytics. 按照准备组织数据中所述,在准备数据 后完成这些步骤Complete the steps after preparing the data as described in Prepare organizational data.

Important

只有在这不是 你第一 次将组织数据上载到 Workplace Analytics 时,才执行这些步骤。Only follow these steps if this is not the first time you have uploaded organizational data to Workplace Analytics. 如果 这是第 一次,请按照"上载组织数据"中的步骤 (上载) 。If this is the first time, follow the steps in Upload organizational data (first upload).

导入任务Import tasks

导入组织数据的任务包含三个部分:The task of importing organizational data has three parts:

  1. File uploadFile upload
  2. 字段映射Field mapping
  3. 数据验证Data validation

准备源数据后,可以上载 .csv 文件和映射字段。After you prepare the source data, you can upload the .csv file and map fields. 映射字段后,Workplace Analytics 将验证数据。After you map fields, Workplace Analytics validates the data. 当数据成功验证时,整个数据导入任务完成。When the data successfully validates, the overall data-import task is complete. 如果数据验证未成功,可以从验证失败中所述的一些选项 中进行选择If the data validation is not successful, you can choose from a few options that are described in Validation fails.

视频:上载组织数据Video: Upload organizational data

工作区分析的最近版本中的用户界面和导航与本视频中显示的不同。The user interface and navigation in recent releases of Workplace Analytics are different that what's shown in this video.

File uploadFile upload

在以下步骤中,指定要上载到 Workplace Analytics 的 .csv 文件。In the following steps, you specify a .csv file to upload to Workplace Analytics.

选择要上载的文件To select the file to upload

  1. 打开 工作区分析Open Workplace Analytics. 如果系统提示,请输入组织凭据。If prompted, enter your organizational credentials.

  2. 在左侧导航窗格中,选择"设置"。In the left navigation pane, select Settings.

  3. 选择 组织数据Select Organizational data. 此页面 "上载历史记录"区域显示以前从组织上载的数据。The Upload history area of this page shows the previous data uploads from your organization.

  4. 选择 "新建"上载Select New upload.

  5. "上载 "页上, 选择"命名上传",然后键入新上载文件的名称。On the Upload page, select Name your upload, and then type the name of your new upload file.

  6. (可选) 选择"添加可选说明 "并键入此上载的说明。Optionally, select Add an optional description and type a description of this upload.

  7. "选择 文件"中,选择"选择文件",选择包含要上载的新员工数据的 .csv 文件,然后在查看以下重要上载注意事项后选择"打开 ":In Select file, choose Select file, select the .csv file with the new employee data you want to upload, and then select Open after reviewing the following important upload considerations:

    • 上载的 .csv 文件必须经过 UTF-8 编码。The .csv file that you upload must be UTF-8 encoded.
    • 开始上传过程时,请确保正在上载的文件未在不同的程序中打开。Make sure that the file you are uploading is not open in a different program when you begin the upload process.
    • 上载过程开始后,该过程不可恢复。After the upload process begins, the process is irreversible.

    Note

    如果要上载新数据,请转到步骤 8, 完成新文件上载If you are uploading new data, go to step 8, Complete new file upload. 但是,如果已上载数据,然后发现其中包含敏感、不正确或未经授权的数据,则必须删除上载的数据并将其替换为新文件。However, if you have uploaded data and then discovered that it contains sensitive, incorrect, or unauthorized data, you must remove the uploaded data and replace it with a new file. 为此,请转到步骤 9, 追加或替换组织数据To do this, go to step 9, Append or replace organizational data.

  8. 若要完成新文件上载,请选择"下一 步"。To complete a new-file upload, select Next. 这将显示 "系统字段" 表。This shows the System fields table. 转到 字段映射Go to Field mapping.

  9. 如果未上载新的数据文件,则现在必须选择是追加还是替换组织数据。If you are not uploading a new data file, you must now choose whether to append or replace organizational data. "追加"或"替换 "区域中,选择下列选项之一:In the Append or replace area, select one of the following options:

    • 使用 Append the existing organization data to update attribute values for existing employees, to add new employees, or to add new attributes (columns) .Use Append the existing organization data to update attribute values for existing employees, to add new employees, or to add new attributes (columns). 这是默认选项。This is the default option.

    • 使用 " 将所有现有组织数据替换为此文件"可删除所有以前的 HR 数据上载,以便当前上载的数据成为 Workplace Analytics 中为组织提供的唯一 HR 数据。Use Replace all existing organizational data with this file to delete all previous HR data uploads, so that the data in the current upload becomes the only HR data that is present for your organization in Workplace Analytics. 请注意"警告"消息,说明此替换选项会永久删除以前上载的所有组织数据。Take note of the "Caution" message, which explains that this replace option permanently deletes all previously uploaded organizational data.

    选择追加或替换数据后,选择" 一步",然后转到 "字段映射"。After you have chosen to append or to replace data, select Next and go to Field mapping.

字段映射Field mapping

您需要将源 .csv 文件的 (列) 映射到 Workplace Analytics 可识别的字段名称。You need to map the fields (columns) for the source .csv file to the field names that Workplace Analytics recognizes. 在"组织数据 上载"中映射 > 这些。You map these in Organizational data > Upload.

Upload page

" 上载 "页包含用于映射上载文件数据的系统字段和自定义字段的表。The Upload page includes tables for System fields and Custom fields for mapping the data for the upload file.

将新属性追加到现有上载时,除了要添加 (附加属性的新属性之外,还需要选择之前在以前的上载中映射的所有相同必需属性和可选属性) 。When appending new attributes to an existing upload, you need to select all the same required and optional attributes that you mapped before in previous uploads, in addition to the new attributes you want to add (append).

系统字段表System fields table

系统字段表示工作区分析已知且在分组和筛选之外的特定计算中使用的属性。System fields represent attributes that are known by Workplace Analytics and are used in specific calculations beyond grouping and filtering. 系统字段可以是必需的,也可以是可选的。A system field can be either required or optional.

  • 必需的字段 以两种方式标识。Required fields are identified in two ways. 它们的行在源列标题下显示为暗阴影并显示为 "必需"。Their rows have dark shading and show as "Required" under the Source column header. 这些行表示在上载的文件中找到的数据。These rows represent data that was found in the uploaded file. 若要成功上载,您必须将所需的字段映射到 .csv 文件中的列,该文件是正确的数据类型,并且符合有效性阈值。For the upload to succeed, you must map the required fields with a column in your .csv file that is the correct data type and meets the validity threshold.

    Important

    每个必填字段的每一行中必须有一个有效的非 null 值。Every required field must have a valid, non-null value in every row. 这意味着,即使上载的 .csv 文件中不存在这些属性的名称,其他列也必须存在于映射到这些属性的 .csv 文件中。This means that, even if the names of these attributes are not present in the uploaded .csv file, other columns must be present in the .csv file that are mapped to these attributes.

  • 可选字段 显示在具有较亮底纹的行中的必填字段下方。Optional fields appear below the required fields in rows that have lighter shading. 这些行通常遇到了工作区分析建议使用的系统字段。These rows are commonly encountered system fields that Workplace Analytics suggests for use. 如果您的组织不包含这些字段的数据,则无需映射这些字段。You don't need to map these fields if your organization doesn't have data for them.

自定义域表Custom fields table

  • 自定义域 显示在此页面上的可选字段下方。Custom fields appear on this page below the optional fields. 自定义域是您可以创建的可选属性。Custom fields are optional attributes you can create. 从文件选择source.csv列。Select a column from your source.csv file. 命名列,选择数据类型,设置有效性 阈值,然后选择报告选项。Name the column, select the data type, set the validity threshold, and then select the report option.

字段列详细信息Field column details

  • 列对应于上载的文件的每个字段。Source column corresponds to each of the fields in the uploaded file.

  • Workplace Analytics 名称 是组织的 Workplace Analytics 的名称。Workplace Analytics name is the name of your organization's Workplace Analytics.

  • 数据类型 是数据类型类型。Data type is the data type of the fields.

    Note

    如果数据类型布尔值,则布尔字段的值必须为 TRUE 或 FALSE。If the data type is Boolean, the value for the Boolean field must be TRUE or FALSE.

  • 有效性阈值 设置上载文件中必须包含非 null 值的行的百分比, (属性) 空值。Validity threshold sets the percentage of rows in the uploaded file that must have non-null values (no blanks) for the attribute. 即使某些行缺少某些列的值,源文件可能仍然有效。The source file might still be valid even if some rows have missing values for some columns. 此设置不用于检查或允许无效值。This setting is not intended to check or allow invalid values. 单个无效值(如数据类型、电子邮件地址或 TimeZone 字符串)将导致文件上载失败。A single invalid value, such as an incorrect data type, email address, or TimeZone string will cause the file upload to fail. 下面汇总了阈值设置:The following summarizes the threshold settings:

    • 必需属性 - 由于 PersonId 和 EffectiveDate 是必需属性,因此其有效性阈值必须为 100%。Required attributes - Because PersonId and EffectiveDate are required attributes, their Validity threshold value must be 100 percent. 无法更改此值。This value cannot be changed.
    • 具有最小值的字段 - 默认情况下,ManagerId、Organization 和 LevelDesignation 字段的阈值设置为 95%。Fields with minimum values - The threshold for the ManagerId, Organization, and LevelDesignation fields is set to 95 percent by default.
    • 其他系统 字段 - 默认情况下,其他系统字段的验证阈值设置为 95%,但您可以增加或减小此值。Other system fields - The Validation threshold for other system fields is set to 95 percent by default, but you can increase or decrease this value.
    • 自定义域 - 请参阅设置 自定义域的有效性阈值Custom fields - See Set Validity threshold for custom fields.
  • 包含在报告中 可决定如何处理报告中将生成的有关导入操作的敏感数据。Include in report lets you decide how to treat sensitive data in the report that will be generated about the import operation. 以下选项可用于源数据中的每个列:The following options are available for each of the columns in your source data:

    映射数据字段

    • 在报告中显示 - 允许实际数据值在报表上显示,就像它在组织数据文件中导入一样。Show in report - Lets the actual data value appear in the report just as it was imported in the organizational data file.
    • 报告中的哈希 - 取消标识敏感数据。Hash in report - De-identifies sensitive data. 如果选择此选项,则报告将包含有关导入操作生成的数据,但它不会显示从源文件获得的实际值,而是显示值的哈希版本-一种无法读取的格式。If you choose this option, the report will include data that was generated about the import operation, but instead of showing actual values that were taken from the source file, it shows a hashed version of the value – a format that cannot be read.
    • 从报告中排除 - 防止数据值在报告中显示。Exclude from report - Prevents the data value from appearing in the report. 对于你认为高度敏感的任何属性,都可以选择此选项。You can select this option for any attribute that you consider highly sensitive. 但是,出于数据隐私原因,Workplace Analytics 会自动 将"从报告中排除"分配给特定属性,如 ManagerID。However, for data-privacy reasons, Workplace Analytics automatically assigns Exclude from report to particular attributes, such as ManagerID. 在这种情况下,不能更改此值。In those cases, you cannot change this value.

    Note

    对于以前上载的数据, (列) 属性的可见性可能设置为"在报告中显示"或"哈希"。 The visibility of one or more attributes (columns) might be set to Show in report or Hash in report for previously uploaded data. 如果将此设置更改为"从报告中排除",则依赖于该列中数据的任何自动刷新查询都将遇到架构冲突。If you change this setting to Exclude from report, any auto-refresh query that depends on the data in that column will experience a schema violation.

    在这种情况下,完成映射字段后,Workplace Analytics 将显示一条警告消息,显示"您的上传有一些问题可能会影响自动刷新查询的执行"。In this case, after you finish mapping fields, Workplace Analytics shows a warning message that reads "Your upload has certain issues that may affect execution of the auto refresh queries." 如果看到此消息,请转到"如果缺少或排除预期列"。If you see this message, go to If expected columns are missing or excluded.

映射字段To map fields

完成"文件上载" 中的步骤后,将显示" 上载"页 和"系统字段"表。After you complete the steps in File upload, the Upload page with the System fields table will appear.

  1. 映射必填字段。Map the required fields.

    1. 确定 .csv 文件中哪一列与 Workplace Analytics (表中的第二列) :Determine which of the columns in your .csv file correspond to the second column in the table (Workplace Analytics name):

      映射所需的系统字段

    2. 在"源 (表的第一列下) ,单击向下箭头。Under Source column (the first column in the table), click the down arrow. 这将显示在 .csv 文件中找到的列名称的列表。This shows a list of the column names that were found in the .csv file. 从列表中选择此数据的正确列名称。From the list, select the correct column name for this data.

    3. 填写表中其他列的适当值:Workplace Analytics 名称、数据类型等。Fill in appropriate values for the other columns in the table: Workplace Analytics name, Data type, and so on. 对其余必填字段重复这些映射步骤。Repeat these mapping steps for the rest of the required fields.

    Note

    有关详细信息,请参阅字段 列详细信息For more information, see Field column details.

  2. 映射可选和自定义字段(如果适用)。Map the optional and custom fields, as applicable. 只需映射源 (.csv) 文件(组织认为对分析非常重要)中的列。You only need to map the columns in your source (.csv) file that your organization considers important for analysis. 例如,如果"Region"很重要,并且你的数据包含此字段,请映射它。For example, if "Region" is important and your data contains this field, map it.

    映射自定义系统字段

    1. " 源 (表的第一列下) ,选择向下箭头以查看在数据文件找到的列名称列表。Under Source column (the first column in the table), select the down arrow to see the list of column names that were found in the data file. 从列表中选择数据的列名称。From the list, select the column name for the data. 在此示例中,您将选择 Region 的源 In this example, you'd select the source column for Region.
    2. 设置表中其他列的值,如有效性阈值和报表选项。Set values for the other columns in the table, such as the validity threshold and report options.
    3. 对组织重要的所有可选和自定义域重复这些步骤。Repeat these steps for all optional and custom fields that are important to your organization.
  3. "提交进行验证"区域中,选择 "我确认这些映射是否正确",然后选择"提交 "。In the Submit for validation area, select I confirm that these mappings are correct, and then select Submit. 这将上载数据文件并启动验证过程。This uploads the data file and starts the validation process.

  1. 选择" 提交"后,有两种情形可能会触发警告消息:After you select Submit, two circumstances could trigger a warning message:

    • 省略列 - 如果 (为) 选择"替换"选项来上载组织数据,而选择 (b) 映射字段时,则选择省略现有组织数据架构中的一个或多个列, (c) 至少一个自动刷新查询取决于省略的 (列) 列。Omitted columns - If (a) You chose the Replace option for uploading organizational data, and (b) while mapping fields, you have chosen to omit one or more columns that are present in the existing organizational-data schema, and (c) at least one auto-refresh query depends on those (omitted) columns.

    • 排除的列 - 如果 (a) 在"映射"页上设置属性的"报表"选项时,您选择了从查询结果中排除一个或多个列, (b) 至少一个自动刷新查询取决于那些 (排除的) 列。Excluded columns - If (a) While setting the Report options for attributes on the Mapping page, you have chosen to exclude one or more columns from query results, and (b) at least one auto-refresh query depends on those (excluded) columns.

    在任一情况下,Workplace Analytics 都会显示一条警告消息,指出可能影响自动刷新查询的问题。In either case, Workplace Analytics shows a warning message about issues that could affect auto-refresh queries. 如果看到此消息,请转到"如果缺少或排除预期列 "部分If you see this message, go to the section If expected columns are missing or excluded. 如果看不到此警告消息,请转到下一阶段"数据验证"。If you do not see this warning message, go to the next phase, Data validation.

如果缺少或排除预期列If expected columns are missing or excluded

若要使查询成功运行,它 (组织数据) 列的特定属性。For a query to run successfully, it requires particular attributes (columns) to be present in the organizational data. 对于已打开自动刷新选项的查询也是如此。 This is also true for queries for which the auto-refresh option is turned on. 如果缺少预期列,或者 ("映射"页上的"报告"选项设置的可见性设置) 排除预期列,Workplace Analytics 将显示一条警告消息: If expected columns are missing, or if visibility settings (which you set by using the Report options on the Mapping page) exclude expected columns, Workplace Analytics shows a warning message:

自动刷新查询警告

在此消息下方,"警告详细信息"区域中的表列出了受影响的自动刷新查询,并提供了有关遇到的问题的详细信息。Below this message, a table in the Warning details area lists the affected auto-refresh queries and provides details about issues that were encountered. 此信息仅供查看。This information is for review only. 不能更改此页上的数据或映射设置。You cannot change data or mapping settings on this page.

查看问题后,如果您决定不继续数据替换,请选择"上 一步"。After you review the issues, if you decide not to continue with the data replacement, select Back. 这会将您返回到字段映射页;继续执行"映射 字段"中的步骤This returns you to the field mapping page; continue with the steps in To map fields.

若要继续上载数据,尽管存在问题,请选择"下一 步"。To continue with data upload despite the issues, select Next. 请注意,此选项将关闭"警告详细信息"区域中列出的查询 的自动 刷新。Note that this choice will turn auto-refresh off for queries that were listed in the Warning Details area. 最后一次运行这些查询的结果仍然可用。The results of the last runs of these queries remain available.

数据有效性Data validation

完成字段映射中的步骤后 ,将上载并验证组织数据文件,"上载"页将显示"正在上载文件" 屏幕: After you complete the steps in Field mapping, the organizational data file is uploaded and validated, and the Upload page shows the File is being uploaded screen:

上传正在进行中

在大多数情况下,文件验证应快速完成。In most cases, file validation should complete very quickly. 如果组织数据文件非常大,验证可能需要一到两分钟。If your organizational data file is very large, validation could take up to one or two minutes.

在此阶段完成后,文件已通过验证或验证失败。After this phase completes, the file has either passed or failed validation. 转到相应的部分:Go to the appropriate section:

验证成功Validation succeeds

验证失败Validation fails

Note

每个租户一次只能进行一次上载。Each tenant can have only one upload in progress at a time. 因此,您需要完成一个数据文件的工作流,这意味着在开始下一个数据文件的工作流之前,您可以指导它成功验证或放弃它。Therefore you need to complete the workflow of one data file, which means you either guide it to a successful validation or abandon it, before you begin the workflow of the next data file. 上载工作流的状态或阶段显示在"上载"页面顶部 的进度栏上The status or stage of the upload workflow is shown on the progress bar across the top of the Upload page.

Important

在文件上载时,必须保持登录状态,否则上载将被取消。You must stay logged in while the file is uploading or the upload will be canceled. 上传需要此页面在上传过程中在 Web 浏览器中打开。The upload requires this page to be open in your web browser during the upload. 如果关闭浏览器 (或此浏览器) ,上传将失败。If you close the browser (or this browser page), the upload will fail.

验证成功Validation succeeds

如果验证成功,"上载"页面将指示它,并显示上传的大小以及整个过程已完成。If validation succeeds, the Upload page will indicate it and show the size of the upload and that the overall process is complete. 成功验证后,Workplace Analytics 将处理新数据。After successful validation, Workplace Analytics processes your new data.

验证成功

可以选择"设置 > 上载 > 组织数据" 以查看 "上载历史记录"。You can select Settings > Upload > Organizational data to see Upload history. 然后,可以选择 " 成功"以查看已成功验证工作流 (上载) 。You can then select Successes to see the workflows that were successfully validated (and uploaded).

您可以为上传执行以下操作:You can do the following for an upload:

  • 选择 " () 图标以查看验证结果的摘要。Select the View (eye) icon to see a summary of the validation results.
  • 选择 "映射 "图标以查看工作流的映射设置。Select the Mapping icon to see the mapping settings for the workflow.
  • 选择 "下载日志 "图标以查看日志。Select the Download log icon to see the log.

Note

每个租户一次只能进行一次上载。Each tenant can have only one upload in progress at a time. 因此,您需要完成一个数据文件的工作流,这意味着在开始下一个数据文件的工作流之前,您可以指导它成功验证或放弃它。Therefore you need to complete the workflow of one data file, which means you either guide it to a successful validation or abandon it, before you begin the workflow of the next data file. 上载工作流的状态或阶段显示在"上载"页面顶部 的进度栏上The status or stage of the upload workflow is shown on the progress bar across the top of the Upload page.

验证失败Validation fails

如果数据验证失败," 验证 "页将显示"验证失败"通知。If data validation fails, the Validation page shows a "Validation failed" notification. 它还显示有关验证尝试的详细信息,并提供了选项:It also shows details about the validation attempt and presents you with options:

验证失败

验证失败后,最好先通过扫描错误摘要表了解错误。After a failed validation, it's best to first gain an understanding of the errors by scanning the error summary table. 还可以选择 "下载问题" 来检查错误日志。You can also select Download issues to examine the error log.

有关错误的此信息可帮助你决定接下来选择哪个路径,是修复源数据、更改映射还是放弃 — 当前上载。This information about the errors helps you decide which path to choose next — whether to fix the source data, change the mapping, or abandon the current upload. 下面介绍了这些选项:The following describes these options:

验证失败时的选项Options upon failed validation

错误的性质Nature of errors 建议的选择Recommended selection 说明Description
次要错误,较小数量Minor errors, small in number 选择 编辑映射Select Edit mapping 这将显示 " 字段映射 " 页,可在其中更改将源文件字段映射到工作区分析属性的方式,可以选择更改验证阈值,然后重新尝试验证。This displays the Field Mapping page, on which you can change how you map source-file fields to Workplace Analytics attributes, optionally change validation thresholds, and then re-attempt validation. 您可以执行这些操作,而无需更改和重新上载源文件。You can do these things without changing and re-uploading the source file. 这最适用于一些小错误,例如,在源文件中映射了错误的列或为特定属性分配过高的验证阈值。This is best for minor errors such as having mapped the wrong column in the source file or assigned a too-high validation threshold to a particular attribute.
主要错误Major errors 选择 上传文件Select Upload file 这将显示第一个 文件上载 页面。This displays the first File upload page. 如果最初上载的数据中出现重大错误,请考虑此选项。Consider this option in the case of major errors in the originally uploaded data. 首先,编辑源数据文件以修复这些错误,然后使用更正的文件重新尝试上载和验证过程。First, edit the source-data file to fix those errors and then re-attempt the upload and validation process with the corrected file.

还有一个选项可选择 " 放弃",即页面右上部的按钮。There is also an option to select Abandon, a button on the top right of the page. 选择此按钮可取消当前上载。Select this to cancel the current upload. 您可以出于任何原因放弃上传,这与上传文件中的错误相关或不相关。You can abandon your upload for any reason, related or unrelated to errors in the upload file.

Note

  • 工作区分析不会修改或填充 HR 上载中缺少的数据,即使是 EffectiveDate 或时区也是如此。Workplace Analytics does not modify or fill in data that is missing from HR uploads, even for EffectiveDate or TimeZone. 管理员负责更正此类错误或遗漏。The administrator is responsible for correcting such errors or omissions.
  • 任何数据行或列的任何属性的值都无效时,整个上载将失败,直到固定源文件 (,否则映射将以使值有效) 的方式更改属性的验证类型。When any data row or column has an invalid value for any attribute, the entire upload will fail until the source file is fixed (or the mapping changes the validation type of the attribute in a way that makes the value valid). 降低阈值不会忽略或跳过无效值。Lowering a threshold does not ignore or skip an invalid value.

更正数据中的错误的准则Guidelines for correcting errors in data

本节包含的帮助可用于更正导致验证错误的上载源文件中的数据。This section contains help for correcting data in an uploaded source file that is causing validation errors.

任何数据行或列的任何属性的值都无效时,整个上载将失败,直到固定源文件 (,否则映射将以使值有效) 的方式更改属性的验证类型。When any data row or column has an invalid value for any attribute, the entire upload will fail until the source file is fixed (or the mapping changes the validation type of the attribute in a way that makes the value valid). 降低阈值不会忽略或跳过无效值。Lowering a threshold does not ignore or skip an invalid value.

字段标题的规则Rules for field headers

所有字段标题或列名称必须:All field header or column names must:

  • 以字母(而非数字)开头Begin with a letter (not a number)
  • 仅包含字母数字字符(字母和数字,如 Date1)Only contain alphanumeric characters (letters and numbers, for example Date1)
  • 使用至少一个小写字母 (Hrbp);全部大写将无效 (HRBP)Have at least one lower-case letter (Hrbp); all uppercase won’t work (HRBP)
  • 与 Workplace Analytics 的必需和保留可选属性完全匹配,包括针对区分大小写的属性(如 LevelDesignation 和组织)Match exactly as listed for Workplace Analytics’ Required and Reserved optional attributes, including for those that are case sensitive, such as LevelDesignation and Organization
  • 没有前导或尾随空格或特殊字符(非字母数字,例如 @、#、% 和 &);如果包含空格或特殊字符,Workplace Analytics 将从名称中删除它们Have no leading or trailing blank spaces or special characters (non-alphanumeric, such as @, #, %, &); if spaces or special characters are included, Workplace Analytics will remove them from the name

字段值的规则Rules for field values

数据行中的字段值必须遵守以下格式规则:The field values in data rows must comply with the following formatting rules:

  • 所需的 EffectiveDate 和 HireDate 字段值必须为 MM/DD/YYYY 格式。The required EffectiveDate and HireDate field values must be in the MM/DD/YYYY format.
  • 所需的 PersonId 和 ManagerId 字段值必须是有效的电子邮件地址(例如,gc@contoso.com)。The required PersonId and ManagerId field values must be a valid email address (for example, gc@contoso.com).
  • 所需的 TimeZone 字段值必须支持 Windows 格式。The required TimeZone field values must be in a supported Windows format.
  • 所需的 Layer 字段值必须只包含数字。The required Layer field values must contain numbers only.
  • 所需的 HourlyRate 字段值只能包含数字,Workplace Analytics 假定值以美元计,用于计算和数据分析。The required HourlyRate field values must contain numbers only, which Workplace Analytics assumes is in US dollars for calculations and data analysis.
  • 将行中字段值的字符长度限制为最大 128 KB,即大约 1024 x 128 个字符。Limit the character length of field values in rows to a maximum of 128 KB, which is about 1024 x 128 characters.

Note

Workplace Analytics 目前不对 HourlyRate 数据执行货币转换。Workplace Analytics does not currently perform currency conversions for HourlyRate data. Workplace Analytics 中的所有计算和数据分析都假设数据以美元计。All calculations and data analysis in Workplace Analytics assume the data to be in US dollars.

字段值中字符的规则Rules for characters in field values
  • 字段值中不允许使用双字节 字符 (如日语字符)。Double-byte characters, such as Japanese characters, are permitted in the field values.

  • 字段值 不允许 字符:The following characters are not permitted in field values:

    • 波形符 (~)tilde (~)
    • "新行"(\n)"new line" (\n)
    • 双引号 (" ")Double quotes (" ")
    • 单引号 (' ')Single quotes (' ')

添加新数据列Addition of a new data column

假设你已上传至少 13 个月的快照数据,其中包含针对所有员工的五个必需列 (PersonId、EffectiveDate、LevelDesignation、ManagerId、Organization) 。Let's say that you've already uploaded at least 13 months of snapshot data, which contained the five required columns (PersonId, EffectiveDate, LevelDesignation, ManagerId, Organization) for all employees. 现在,你想要上载一个新数据列(例如,每个员工的参与分数值)并且希望它应用于所有历史数据。Now, you want to upload one new column of data – for example, an engagement score value for each employee – and you want it to apply to all of the historical data. 在上载以追加新的"EngagementScore"数据列时,请记住将全部五个最低必需字段与新字段一起重新上载。When you upload to append the new "EngagementScore" data column, remember to re-upload all five of the minimum required fields along with the new field.

设置自定义域的有效性阈值Set Validity threshold for custom fields

阈值检查非 null 值,因此它取决于自定义字段的预定用途。The threshold checks for non-null values, so it depends on the intended use of the custom field. 如果你打算在大部分分析中使用此数据,请考虑将该数据设置为较高的百分比。If you intend to use this data in much of your analysis, consider setting it to a high percentage. 例如,您可以为仅应用于组织中一小部分人员的数据设置较低的阈值。You can set a lower threshold for data that applies, for example, to only a small subset of people in your organization.

设置高值Set a high value

通常,您应将"有效性"阈值设置为一个高值。Generally, you should set the Validity threshold to a high value. 如果你的分析将侧重于该字段,这一点尤其重要。This is especially important if your analysis will focus on that field.

例如,可以包括"主管人员"属性。For example, you might include a "SupervisorIndicator" attribute. 最初,你可能认为你正在分析经理行为,并且可能会尝试省略此属性。At first, you might not think that you're analyzing manager behavior and you might be tempted to omit this attribute. 但是,许多 Workplace Analytics 分析隐式使用组织层次结构-用于区分不同的工作组,根据参与的级别数等确定高质量和低质量会议。But the organization hierarchy is used implicitly by many Workplace Analytics analyses – for differentiating different work groups, for determining high- and low-quality meetings based on how many levels attend, and more.

设置较低的值Set a lower value

分析的目标可能是确定销售效率。The goal of your analysis might be to determine sales effectiveness. 你的数据可能包括一个仅对销售人员有意义的销售成就属性,这些成员大约占公司的 10%。Your data might include an attribute for sales attainment that only makes sense for members of your sales force, who constitute about 10 percent of the company. 此数字不适用于工程师或项目经理,但对于销售业绩较高的客户至关重要。This number doesn't apply to engineers or program managers, but it is critical for high-performers in sales.