How can I use the non-financial data module?

• Firstly, click on the add button above the table
• You'll receive a message saying Non Financial Data
  • You’ll have to enter the date, description and value
  • The date will be the date at which the value has been measured
  • The description will relate to the configurations you made in the data sources module
  • The value will be the value of the description
• Press the save button
• Your non-financial data should now be added

If you are on desktop:

• Firstly, use the filters above the table to locate the data you want to edit
• Hover your cursor over that row. An edit button will now appear
• Click on the edit button and change the value in the modal window (see “How can I add historical financial data?” for an explanation of the available fields)
• Press save

If you are on mobile:

• Firstly, choose the row that you want to edit
• Click on the settings button at the end of the row
• An edit button will now appear
• Click on the edit button and change the value in the modal window (see “How can I add historical financial data?” for an explanation of the available fields)
• Press save

Note:

• If you want to delete large chunks of data, it might be easier to delete the entire data source and reimport clean data. Or delete a specific field in the data source configuration to delete all data associated with that field.

If you are on desktop:

• Firstly, choose the data that you want to delete
• Hover your cursor over that row
  • A delete button will now appear
• Click on the delete button
  • You’ll get a confirmation message saying “Delete Non Financial Data”
  • Click delete again
  • Your data should now be deleted

If you are on mobile:

• Firstly, choose the row that you want to delete non-financial data for
• Click on the settings button at the end of the row
  • A delete button will now appear
• Click on the delete button
  • You’ll get a confirmation message saying “Delete non financial data”
  • Click delete again
  • Your non financial data should now be deleted

• Click on the export button above the table
• The file will automatically download as a CSV
• You can either view the downloaded file or save it

Make sure you have configured a non-financial data source in the data sources module.

• Firstly, click on the import button above the table
• The file must follow this format:
  • The first column must contain the import field id configured for the data source (this enables us to map the data to the corresponding field)
  • The second column must contain the date for data in format yyyy-mm
  • The third column must contain the value
• Click Import
• A notification will confirm the successful import, or show an error message explaining what went wrong