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You define ",[267,272,273],{},"Category Keys"," (KPI categories), upload ",[267,276,277],{},"targets"," and ",[267,280,281],{},"progress data",", optionally configure ",[267,284,107],{},", then ",[267,287,288],{},"save"," so linked apps—",[291,292,122],"a",{"href":123},", ",[291,295,117],{"href":118},", and others—stay in sync.",[263,298,299,300,303,304,306,307,310,311,314,315,317],{},"Think of a bucket as: ",[267,301,302],{},"structure"," (Builder) → ",[267,305,277],{}," (goals) → ",[267,308,309],{},"data"," (actuals) → ",[267,312,313],{},"rules"," (optional points) → ",[267,316,288],{}," (publish to apps).",[319,320,323],"callout",{"color":321,"icon":322},"primary","i-lucide-info",[263,324,325,328,329,332,333,332,336,339,340,342,343,332,345,348],{},[267,326,327],{},"Typical workflow:"," Create bucket → add Category Keys on ",[267,330,331],{},"Builder"," → ",[291,334,335],{"href":99},"upload targets",[291,337,338],{"href":104},"import progress data"," → review ",[267,341,331],{}," preview → configure or review ",[291,344,107],{"href":108},[267,346,347],{},"Save Data Bucket",".",[350,351,176],"h2",{"id":352},"overview",[263,354,355,356,359],{},"From ",[267,357,358],{},"Data → Data Buckets"," you can:",[361,362,363,370,376,384,390,400],"ul",{},[364,365,366,369],"li",{},[267,367,368],{},"Create and manage"," buckets (Active, Inactive, Archive)",[364,371,372,375],{},[267,373,374],{},"Define Category Keys"," and choose which columns appear in the preview grid",[364,377,378,278,381,383],{},[267,379,380],{},"Upload targets",[267,382,338],{}," via CSV (detailed in linked guides)",[364,385,386,389],{},[267,387,388],{},"Review calculated columns"," — Target, Actual, Difference, Percentage, Target Points, and totals",[364,391,392,395,396,399],{},[267,393,394],{},"Configure or review point rules"," that drive the ",[267,397,398],{},"Target Points"," column",[364,401,402,405],{},[267,403,404],{},"Save"," to recalculate results and sync linked Tables and Leaderboards",[263,407,408],{},[267,409,410],{},"Inside a Data Bucket",[412,413,414,427],"table",{},[415,416,417],"thead",{},[418,419,420,424],"tr",{},[421,422,423],"th",{},"Tab",[421,425,426],{},"Purpose",[428,429,430,440,452,463,477],"tbody",{},[418,431,432,437],{},[433,434,435],"td",{},[267,436,331],{},[433,438,439],{},"Category Keys, preview columns, participant preview, import history",[418,441,442,446],{},[433,443,444],{},[267,445,88],{},[433,447,448,449],{},"Progress\u002Factual data imports — see ",[291,450,451],{"href":104},"Data imports",[418,453,454,458],{},[433,455,456],{},[267,457,98],{},[433,459,460,461],{},"Goal\u002Ftarget CSV uploads — see ",[291,462,98],{"href":99},[418,464,465,469],{},[433,466,467],{},[267,468,107],{},[433,470,471,472,474,475],{},"IF\u002FTHEN rules for ",[267,473,398],{}," — see ",[291,476,107],{"href":108},[418,478,479,483],{},[433,480,481],{},[267,482,171],{},[433,484,485],{},"Status, title, redeemable points, delete\u002Farchive",[350,487,489],{"id":488},"where-to-find-it","Where to find it",[361,491,492,502,510],{},[364,493,494,497,498],{},[267,495,496],{},"List route:"," ",[499,500,501],"code",{},"\u002Fdatabuckets\u002F{programId}",[364,503,504,497,507],{},[267,505,506],{},"Bucket detail:",[499,508,509],{},"\u002Fdatabuckets\u002F{programId}\u002Fdatabucket\u002F{databucketId}",[364,511,512,497,515],{},[267,513,514],{},"Side navigation:",[267,516,358],{},[350,518,520],{"id":519},"prerequisites","Prerequisites",[361,522,523,526,535,554],{},[364,524,525],{},"An open program with program administrator access",[364,527,528,531,532,534],{},[267,529,530],{},"Admin"," role — required to access ",[267,533,358],{}," (Editor or Observer alone is not sufficient)",[364,536,537,539,540,542,543,546,547,474,550,278,552],{},[267,538,44],{}," or ",[267,541,53],{}," on file with ",[267,544,545],{},"Data Keys"," set, depending on bucket ",[267,548,549],{},"Data Type",[291,551,44],{"href":49},[291,553,53],{"href":54},[364,555,556,557,559],{},"Linked apps (Target Trackers, Leaderboards) created separately under ",[267,558,112],{}," when you are ready to publish data to the member site",[350,561,563],{"id":562},"list-page","List page",[263,565,566],{},"The list has three tabs:",[412,568,569,578],{},[415,570,571],{},[418,572,573,575],{},[421,574,423],{},[421,576,577],{},"Shows",[428,579,580,589,599],{},[418,581,582,586],{},[433,583,584],{},[267,585,93],{},[433,587,588],{},"Active buckets",[418,590,591,596],{},[433,592,593],{},[267,594,595],{},"Inactive",[433,597,598],{},"Hidden from normal use but retained",[418,600,601,606],{},[433,602,603],{},[267,604,605],{},"Archive",[433,607,608],{},"Retired buckets kept for history",[263,610,611],{},"Each card shows the bucket name, last updated date, status, and chips when points are configured:",[412,613,614,624],{},[415,615,616],{},[418,617,618,621],{},[421,619,620],{},"Chip",[421,622,623],{},"Meaning",[428,625,626,636,646],{},[418,627,628,633],{},[433,629,630],{},[267,631,632],{},"Points",[433,634,635],{},"At least one Target Points Rule exists",[418,637,638,643],{},[433,639,640],{},[267,641,642],{},"Redeemable",[433,644,645],{},"Points from this bucket can credit member balances when saved",[418,647,648,653],{},[433,649,650],{},[267,651,652],{},"Redeemable (No points set up)",[433,654,655],{},"Redeemable is enabled but no rules are defined yet",[263,657,658,659,662],{},"Use ",[267,660,661],{},"Search"," to filter cards by name. Click a card or the arrow button to open the bucket.",[664,665,667],"h3",{"id":666},"create-a-data-bucket","Create a Data Bucket",[669,670,671,685,691,722],"ol",{},[364,672,673,674,676,677,680,681,684],{},"On the ",[267,675,93],{}," tab, click ",[267,678,679],{},"Create a Databucket"," (or the ",[267,682,683],{},"+"," button).",[364,686,687,688,348],{},"Enter ",[267,689,690],{},"Databucket Name",[364,692,693,694,696,697],{},"Choose ",[267,695,549],{},":\n",[361,698,699,709],{},[364,700,701,704,705,708],{},[267,702,703],{},"Member"," — rows match members by ",[267,706,707],{},"Data Key","; redeemable points are supported",[364,710,711,714,715,717,718,721],{},[267,712,713],{},"Company"," — rows match companies by ",[267,716,707],{},"; redeemable points are ",[267,719,720],{},"not"," available",[364,723,724,725,348],{},"Click ",[267,726,404],{},[263,728,729,730,733,734,736],{},"New buckets start with ",[267,731,732],{},"Data Bucket has Targets"," enabled and no Category Keys yet. You add keys on the ",[267,735,331],{}," tab.",[350,738,740],{"id":739},"builder-tab","Builder tab",[263,742,743,744,746],{},"The ",[267,745,331],{}," is your configuration and preview workspace.",[664,748,273],{"id":749},"category-keys",[263,751,752,754,755,758,759,293,762,765,766,769,770,773],{},[267,753,273],{}," (shown under ",[267,756,757],{},"Rows"," in the UI) are the KPI categories for this bucket—for example ",[499,760,761],{},"Q1_Sales",[499,763,764],{},"Warranty",", or ",[499,767,768],{},"Training",". Each key becomes a ",[267,771,772],{},"row"," in the preview table.",[669,775,776,785,792],{},[364,777,778,779,782,783,348],{},"Under ",[267,780,781],{},"Rows → Category Key(s)",", click ",[267,784,683],{},[364,786,787,788,791],{},"Enter a ",[267,789,790],{},"Category Key"," name and confirm.",[364,793,794],{},"Repeat for each KPI category you need.",[319,796,798],{"color":321,"icon":797},"i-lucide-lock",[263,799,800,803],{},[267,801,802],{},"Keys with imported data are locked."," If targets or progress data have been imported for a Category Key, it shows a lock icon and cannot be removed until that data is cleared. Keys without data can be deleted with the chip close control.",[263,805,806,807,809],{},"After adding keys, ",[291,808,335],{"href":99}," that include a column for each Category Key.",[664,811,813],{"id":812},"preview-columns","Preview columns",[263,815,778,816,819],{},[267,817,818],{},"Columns",", add calculated columns to the preview grid:",[412,821,822,832],{},[415,823,824],{},[418,825,826,829],{},[421,827,828],{},"Column",[421,830,831],{},"Description",[428,833,834,844,854,864,874,885,895,905],{},[418,835,836,841],{},[433,837,838],{},[267,839,840],{},"Target",[433,842,843],{},"Goal values from your targets upload",[418,845,846,851],{},[433,847,848],{},[267,849,850],{},"Actual",[433,852,853],{},"Progress values from your data imports",[418,855,856,861],{},[433,857,858],{},[267,859,860],{},"Difference",[433,862,863],{},"Actual minus Target",[418,865,866,871],{},[433,867,868],{},[267,869,870],{},"Percentage",[433,872,873],{},"Actual divided by Target (as %)",[418,875,876,880],{},[433,877,878],{},[267,879,398],{},[433,881,882,883],{},"Points from ",[291,884,107],{"href":108},[418,886,887,892],{},[433,888,889],{},[267,890,891],{},"Claim Points",[433,893,894],{},"Points from linked Claims app activity",[418,896,897,902],{},[433,898,899],{},[267,900,901],{},"Quiz Points",[433,903,904],{},"Points from linked Quiz activity",[418,906,907,912],{},[433,908,909],{},[267,910,911],{},"Total Points",[433,913,914],{},"Sum of points columns",[263,916,917,918,920],{},"Drag ",[267,919,790],{}," row order to control display sequence in apps that use this bucket.",[664,922,924],{"id":923},"participant-preview","Participant preview",[263,926,927,928,930,931,539,934,937,938,941],{},"Use the dropdown at the top of ",[267,929,331],{}," to ",[267,932,933],{},"Select Member",[267,935,936],{},"Select Company"," (based on bucket Data Type). The table shows that participant’s values across all Category Keys and visible columns, plus a ",[267,939,940],{},"Totals"," row.",[664,943,945],{"id":944},"import-history-sidebar","Import history (sidebar)",[263,947,948,949,952],{},"The right-hand ",[267,950,951],{},"Import History"," timeline lists progress data imports for the selected participant. Click an entry to:",[361,954,955,958],{},[364,956,957],{},"Expand batch details (Category Key values from that file)",[364,959,960,963],{},[267,961,962],{},"Snapshot"," the bucket as of that import date—preview recalculates using data available up to that point",[263,965,724,966,539,969,972],{},[267,967,968],{},"Current",[267,970,971],{},"Show Current"," to return to live data.",[350,974,976],{"id":975},"settings-tab","Settings tab",[412,978,979,989],{},[415,980,981],{},[418,982,983,986],{},[421,984,985],{},"Field",[421,987,988],{},"Notes",[428,990,991,1007,1017,1027,1041,1053],{},[418,992,993,998],{},[433,994,995],{},[267,996,997],{},"Status",[433,999,1000,293,1003,765,1005],{},[267,1001,1002],{},"Active",[267,1004,595],{},[267,1006,605],{},[418,1008,1009,1014],{},[433,1010,1011],{},[267,1012,1013],{},"Title",[433,1015,1016],{},"Display name (editable)",[418,1018,1019,1024],{},[433,1020,1021],{},[267,1022,1023],{},"Databucket ID",[433,1025,1026],{},"System identifier (read-only)",[418,1028,1029,1034],{},[433,1030,1031],{},[267,1032,1033],{},"Participant Type",[433,1035,1036,539,1038,1040],{},[267,1037,703],{},[267,1039,713],{}," — set at creation, read-only",[418,1042,1043,1048],{},[433,1044,1045],{},[267,1046,1047],{},"Points are redeemable",[433,1049,1050,1051],{},"When enabled (member buckets only), saving can award points to member balances per rules — see ",[291,1052,107],{"href":108},[418,1054,1055,1059],{},[433,1056,1057],{},[267,1058,732],{},[433,1060,1061],{},"Read-only; new buckets are created with targets enabled",[263,1063,1064,1067,1068,1071,1072,1075,1076,1078],{},[267,1065,1066],{},"Delete Data Bucket"," is available only when the bucket has ",[267,1069,1070],{},"never"," had Category Keys used in imports (",[499,1073,1074],{},"targetCodes"," empty). Otherwise use ",[267,1077,605],{}," status instead.",[350,1080,347],{"id":1081},"save-data-bucket",[263,1083,1084,1085,1087,1088,1090],{},"Changes across ",[267,1086,331],{},", rules, and settings are staged until you save. When pending changes exist, ",[267,1089,347],{}," activates in the sticky footer.",[669,1092,1093,1099,1103],{},[364,1094,1095,1096,1098],{},"Review the ",[267,1097,331],{}," preview for expected Target\u002FActual\u002FPoints values.",[364,1100,724,1101,348],{},[267,1102,347],{},[364,1104,1105,1106,1109],{},"Wait for processing—",[267,1107,1108],{},"Do Not Close Browser"," while the dialog runs.",[263,1111,1112],{},"On save, the system:",[361,1114,1115,1121,1129],{},[364,1116,1117,1118],{},"Persists bucket configuration and calculated ",[267,1119,1120],{},"results",[364,1122,1123,278,1126,1128],{},[267,1124,1125],{},"Syncs linked Target Trackers (Tables)",[267,1127,117],{}," that use this bucket",[364,1130,1131,1132,1135,1136,1138],{},"Queues ",[267,1133,1134],{},"redeemable point"," processing when ",[267,1137,1047],{}," is enabled and rules apply—member balances update after processing completes",[263,1140,1141],{},"A sync log lists each linked Table and Leaderboard updated. Allow a few moments after save for redeemable points to appear on member accounts.",[319,1143,1145],{"color":321,"icon":1144},"i-lucide-lightbulb",[263,1146,1147,1150],{},[267,1148,1149],{},"Publish order:"," Set up the bucket and save once with data before pointing new Target Trackers or Leaderboards at it—or save again after linking apps so they pick up current results.",[350,1152,1154],{"id":1153},"how-buckets-connect-to-apps","How buckets connect to apps",[412,1156,1157,1166],{},[415,1158,1159],{},[418,1160,1161,1163],{},[421,1162,210],{},[421,1164,1165],{},"Relationship",[428,1167,1168,1177,1186,1198],{},[418,1169,1170,1174],{},[433,1171,1172],{},[291,1173,122],{"href":123},[433,1175,1176],{},"Display bucket columns as KPI tables on the member site",[418,1178,1179,1183],{},[433,1180,1181],{},[291,1182,117],{"href":118},[433,1184,1185],{},"Rank participants using bucket totals or columns",[418,1187,1188,1195],{},[433,1189,1190,1192,1193],{},[291,1191,126],{"href":127}," \u002F ",[291,1194,131],{"href":132},[433,1196,1197],{},"May reference bucket data depending on program setup",[418,1199,1200,1204],{},[433,1201,1202],{},[291,1203,78],{"href":79},[433,1205,1206],{},"Separate bulk point tool—use Target Points Rules when points should track target achievement automatically",[263,1208,1209],{},"Apps reference a bucket by selection at app setup; saving the bucket pushes fresh results to those apps.",[350,1211,1213],{"id":1212},"tips-and-limitations","Tips and limitations",[361,1215,1216,1227,1240,1251,1261,1272,1278,1284],{},[364,1217,1218,1221,1222,1224,1225,348],{},[267,1219,1220],{},"Admin role required"," — Only ",[267,1223,530],{}," role users see ",[267,1226,358],{},[364,1228,1229,1232,1233,1236,1237,1239],{},[267,1230,1231],{},"Data Keys are essential"," — Targets and data imports match ",[267,1234,1235],{},"Account Key"," in CSV to member or company ",[267,1238,707],{},". Fix unmatched rows before relying on preview or apps.",[364,1241,1242,1245,1246,1248,1249,348],{},[267,1243,1244],{},"Targets before data"," — You must upload ",[291,1247,277],{"href":99}," before ",[291,1250,281],{"href":104},[364,1252,1253,1256,1257,1260],{},[267,1254,1255],{},"Targets replace; data accumulates"," — A new targets file replaces the previous targets upload. Each progress import adds to (merges with) earlier actual data unless you ",[267,1258,1259],{},"Undo Import"," on a specific file.",[364,1262,1263,1266,1267,1269,1270,348],{},[267,1264,1265],{},"Point formulas"," — Adding or changing calculation logic on ",[267,1268,107],{}," is handled with your Incentable team for most programs; see ",[291,1271,107],{"href":108},[364,1273,1274,1277],{},[267,1275,1276],{},"Company buckets"," — No redeemable member points; use for company-level KPI tables and leaderboards.",[364,1279,1280,1283],{},[267,1281,1282],{},"Demo programs"," — Upload and save actions are disabled on demo programs.",[364,1285,1286,1289,1290,348],{},[267,1287,1288],{},"Archive instead of delete"," — Once a bucket has been used with imports, delete is blocked; set status to ",[267,1291,605],{},[350,1293,1295],{"id":1294},"related","Related",[361,1297,1298,1303,1308,1313,1318,1323,1328,1333],{},[364,1299,1300,1302],{},[291,1301,98],{"href":99}," — Upload goal CSVs",[364,1304,1305,1307],{},[291,1306,451],{"href":104}," — Upload progress\u002Factual CSVs",[364,1309,1310,1312],{},[291,1311,107],{"href":108}," — Point calculation and redeemable awards",[364,1314,1315,1317],{},[291,1316,44],{"href":49}," — Member Data Keys",[364,1319,1320,1322],{},[291,1321,53],{"href":54}," — Company Data Keys",[364,1324,1325,1327],{},[291,1326,122],{"href":123}," — Member-facing KPI tables",[364,1329,1330,1332],{},[291,1331,117],{"href":118}," — Rankings driven by bucket data",[364,1334,1335,1337],{},[291,1336,78],{"href":79}," — Manual or batch point awards outside buckets",{"title":1339,"searchDepth":1340,"depth":1340,"links":1341},"",2,[1342,1343,1344,1345,1349,1355,1356,1357,1358,1359],{"id":352,"depth":1340,"text":176},{"id":488,"depth":1340,"text":489},{"id":519,"depth":1340,"text":520},{"id":562,"depth":1340,"text":563,"children":1346},[1347],{"id":666,"depth":1348,"text":667},3,{"id":739,"depth":1340,"text":740,"children":1350},[1351,1352,1353,1354],{"id":749,"depth":1348,"text":273},{"id":812,"depth":1348,"text":813},{"id":923,"depth":1348,"text":924},{"id":944,"depth":1348,"text":945},{"id":975,"depth":1340,"text":976},{"id":1081,"depth":1340,"text":347},{"id":1153,"depth":1340,"text":1154},{"id":1212,"depth":1340,"text":1213},{"id":1294,"depth":1340,"text":1295},"Configure data sources that power target trackers, leaderboards, and calculated points.","md",{},{"icon":96},{"title":93,"description":1360},"DqPyf3b5Tky05WKIv3PBCjkUymBtE7HZsEumBVlmJow",[1367,1369],{"title":83,"path":84,"stem":85,"description":1368,"icon":86,"children":-1},"View program funding and balances for managed reward fulfillment.",{"title":98,"path":99,"stem":100,"description":1370,"icon":101,"children":-1},"Upload goal and target CSVs into a Data Bucket.",1780041999266]