How to bulk edit and update Portfolio Metrics

Best practices for editing and updating your data in Visible

Bulk editing metrics within Visible is easy. You can use the bulk edit feature to backload historical data, clean data that's already in Visible, and upload metric data on an ongoing basis.

Methods for bulk editing metrics can be broken down into three categories:

  1. Editing data for multiple metrics for one company
  2. Editing data for one metric for one company

  3. Editing data for one metric for multiple companies at one time

     

Editing data for multiple metrics for one company

Start by going to your Portfolio and clicking on the name of the company you want to update.

Next, select Metrics from the left side pane, then click Edit data.

Here, you'll be able to copy and paste data directly into the grid (similar to how you would in a spreadsheet). You can toggle between your quarterly and monthly metrics as well as by the number of periods that are in your view.

Editing data for one metric for one company

Alternatively, after clicking into a company from your portfolio view (as shown above) you can click on the name of a metric.

If you click on revenue, you are shown a verticle listing of periods and associated data. You can copy and paste data directly into these fields (or manually type it). If you'd like to add additional rows of data, click the plus symbol.

You're also able to create a visualization directly from this screen by choosing Chart metric.

Editing data for one metric for multiple companies at one time

You can also edit the same metric for multiple companies at the same time. To do so, click into Metrics in the bottom left of your screen.

By default, you'll see All metrics as shown below. In the search bar in the top right, type the metric and and click the associated companies you would like to edit.

Next, select Edit data.

From there, you will be taken to a summary view where you can copy and paste data for the selected companies. 

Similar to the other methods, you can also toggle the Display period.

Please let us know if you have any additional questions!