We've supported "Local Data" for a while now - it's an optional feature

Optional Features August 2020
As shown in user profile

If you don't have it already, it's a way for customer organisations to load advance copies of their own metrics so they can compare their performance against other organisations before Public Data is published.

So-called "local data" is entirely local - it's not visible to any other organisations, and is handled so it doesn't affect any benchmark comparisons you may be doing with PublicView.

How to load Public Data

It's easier than it looks.

Check Your Account Status

  • Check that your subscribing organisation has this optional extra. You can see which features are enabled by looking in your "profile" - that's where the image above is taken from.

  • Check that your account is marked as a "User Administrator", which is a setting in your profile. If it's not, then ask PublicView to set it up for you. This is only possible if your organisation has subscribed to Local Data.

Download a Template Spreadsheet and fill with Local Data

  1. Go to the home "performance" page and download the metrics there as a spreadsheet. This gives you a template containing the metric names and the IDs for them.

  2. Delete any rows from the spreadsheet for metrics you don't want to upload.

  3. For each remaining metric row, fill in the Numerator and Denominator fields with the "local data" you want to upload. Fill in the Local Date with the period for which you want the data to be loaded[1]. Everything else on each row will be ignored.

Upload Local Data

Go to your Admin-> Organisation Admin and browse to the file you just created.
It will be automatically uploaded (but not processed), and checked for errors.

You can upload multiple files at once (multiple select or drop multiple files on the upload button). One row is shown per uploaded file.

Click the row to see the analysis of the file. You will see one row per metric in the file, as shown below. A tick-mark is shown if the data is good (within reasonable bounds etc), and a red error message will tell you what's wrong with it otherwise.

Uploaded file with one metric in it.
The metric has passed all validation and can be Published, Deleted, or Downloaded.

If one or more metrics has passed validation, you can press Publish to publish the Local Data, which will be immediately available to you and anyone else in your organisation (but not anyone outside of it. [2]

Pressing Delete removes the file, so you can easily upload a file multiple times until it passes validation, if necessary.

Download allows the Local Data to be downloaded again. This is handy if you need to find out what was loaded previously, for example, or you can download last week's uploaded data, edit it, then re-upload if if you like.


[1] You can't load Local Data for periods which already have Public Data. An error message will be shown should this happen, and and the metric(s) affected won't be uploaded.

[2] Local Data appears for your reference organisation only; it's not used in any aggregate or comparison metrics. You can therefore easily compare your Local Data with the Public data by setting your reference organisation to your own organisation, and setting a peer group to show your organisation also. The reference organisation will use the Local Data, but the "peer group" will not, allowing you to compare the two.