Survey Excel Template - Overview and Field Descriptions

Overview

This document describes the Survey Excel Template. Refer to the Space Management website for more information and to download the template.

The Survey Excel Template contains macro buttons:

  • Import File downloads the data file exported from M-Pathways and populates the template.
  • Sort returns the spreadsheet to the original sort order, if you have applied filters or other sorts for data analysis.
  • Insert Row Like This adds a change row to the spreadsheet. Put your cursor in the desired row first.
  • Export File creates the XML data file used to import the changes into M-Pathways.

Exported room data display in one or more rows on the template, divided into color-coded groups corresponding to a page within the M-Pathways Space Survey Component or, in some cases, to a specific groupbox on a page (e.g., Room Use Function). The rows that display for a room are determined by:

  • Whether there is corresponding room data in M-Pathways (e.g., an ORAV row won’t display for a room if that room record contains no ORA data).
  • Whether or not you selected that data to be included in the export data file (in step one of the Survey Excel Interface process).

Each row has a Row Type (column E) value that identifies the:

  • Data component (e.g., SURVEY), or
  • The action being taken when you insert a change row (e.g., SVYCHG, ORA+).
Row Types: Exported Data Row Types: Change Rows
SURVEY SVYCHG
FUNC FUNC+
ORAV ORAVCHG
ORA ORA+
DEPT DEPT+
PERSON PERSON+
FEAT FEATCHG

Inserted rows are highlighted in fluorescent yellow to identify the row as a change row.

A room may have:

  • one SURVEY row
  • one ORAV row (if applicable to the Room Type/Function)
  • one or more FUNC, ORA, DEPT, and PERSON rows
  • one FEAT row

Column Definitions and Usage Guidelines

Column Column Name Field Length Definition & Guidelines Data Source Group Color
A Rm Rec # 10

Room identification fields. These rows always appear when you scroll in the template.

Unique column: Room Type (column E) identifies the data component (e.g., SURVEY) and/or the action being taken (e.g., SVYCHG, ORA+).

Do not change the values in these columns.

 Survey Data page Dark Blue
B Bldg Descr 10
C Floor 10
D Room # 10
E Row Type 24
F Survey Action 26 Do not enter a value for this column. This column is used by the Office of Space Analysis only. Survey Data groupbox Olive Green
G Room Exists 3

Corresponds with the Room No Longer Exists checkbox.

SURVEYCHG row: enter Yes (room doesn’t exist) or No (room does exist)
H New Room # 10 Use with SURVEYCHG row only.
I Survey Dept ID 6 Corresponds to Department field on Survey Data page.
J Sq Ft 12 SURVEYCHG row: decimal points are not accepted.
K Stations 6 SURVEYCHG row: A value of None is acceptable for deleting the existing station count. Decimal points are not accepted.
L A/C 1 SURVEYCHG row: Select Y or N from the drop-down list.
M Room Type-SubType 28 SURVEYCHG row: Select a value from the drop-down list.
N Provost 1 Valid values are Y or N. This column is used by the Office of Space Analysis only.
O Survey Comment 250 SURVEYCHG row: Do not press Enter, Return, or Tab on your keyboard to indicate a new paragraph.
P ORA Comment 250 SURVEYCHG row: Do not press Enter, Return, or Tab on your keyboard to indicate a new paragraph. Survey Organized Research Activity (ORA) groupbox
Q Delete

FUNC row: Enter an X if you want to delete this row (the Room Use Function Code) for this room. Otherwise, leave the column blank.

FUNC+ row: Leave this column blank.

 Room Use Functions groupbox Teal
R Rm Func % 3 FUNC+ row: Enter a number from 1 to 100. Decimal points are not accepted.
S RmFunc 50 FUNC+ row: Select a value from the drop-down list.
T ORA Verify Complete 3

A room may have several ORA rows, but only have one ORAV row. Applies to Room Types 250 or 310 with Function Code 0202.

ORAVCHG row: Select Y or N from the drop-down list.

 Survey Organized Research Activity (ORA) groupbox Light Green
U Delete 2

ORA Row: Enter an X to delete a particular project/grant that is associated with the room. Otherwise, leave the column blank.

ORA+ Row: Leave this column blank.

 Survey ORA Project/Grant Gold
V ORA Proj Grt 15
W PG EndDate 10

These columns are auto-populated based on the project/grant value in the ORA Proj Grt column. Do not change them manually.

Do not change the values in these columns.
X PG Director 50
Y PG Title 75
Z Initial Dept 10
AA PG needs OCR approval? 1
AB PG FY $ to-date 14.2

This unique column displays the amount spent to-date within the Fiscal Year for this project/grant.

Do not change this value.

 M-Pathways project/grant tables
AC Delete 3

DEPT row: Enter an X to delete a Dept ID associated with this room. Otherwise, leave the column blank.

If applicable, also mark the PERSON row(s) (column AH, Delete 4) corresponding to the Occupying Department for deletion. Otherwise, the Occupying Department will not be deleted during the upload to M-Pathways.

 Room Utilization – Occupying Department groupbox Purple
AD Occ Dept % 3 DEPT+ row: Enter a number from 1 up to 100. Decimal points are not accepted.
AE Occ Dept ID 10
AF Occ Dept Descr 30 Display-only column that populates based on the Occupying Department ID.
AG Cost Dept 10 The department ID responsible for allocating internal space costs.
AH Delete 4 PERSON row: Enter an X delete a room occupant. Otherwise, leave the column blank. Room Utilization – Occupying Department groupbox Orange
AI Occ Dept 10 PERSON+ row: Enter a valid Dept ID that is also on a DEPT or DEPT+ row for this room.
AJ Role % 4.1 PERSON+ row: Enter a number from 1 up to 100. Decimal points are not accepted.
AK Unique Name 8

PERSON+ row: Enter a valid UM uniqname.

Note: The EmplID will display if the uniqname is not available.
AL Role 30 PERSON+ row: Select a role from the drop-down list.
AM Rm Occ 2 PERSON+ row: Select Y or N from the drop-down list.
AN Shift Occ 2 Y/N value identifies if the person is associated with the room as part of a work shift.
AO Room Name 50 Features page – Miscellaneous groupbox Light Blue
AP/td> Comments 250