Use
Historical Data Load to specify the number of past monthly periods for which you want to load wInsight data for the projects selected in
Projects to Extract.
Purpose
Your entry in
Number of Periods Back under
Historical Data Load controls the number of historical wInsight Analytics periods for which data is loaded into the analytics data model for the selected projects when you run the data load process. This option only applies to the partial data loads for selected projects, while the
Historical Data Load option on the wInsight Analytics Configuration tab only applies to full data loads for all projects.
This entry and the entry in
Actuals Up Through under
Current Period control which periods are loaded. For example, if you select
11-30-2015 in
Actuals Up Through and select
24 in
Number of Periods Back, the data load process loads wInsight Analytics data for the period ending on 11-30-2015 and for the 23 previous monthly periods.
Note: If a contract uses periods other than monthly (weekly, for example), this setting still loads the specified number of months of data.
Preparation
In
Actuals Up Through under
Current Period, select the latest period for which you want to load wInsight Analytics data into the analytics data model. If you normally want to load data through the most recent period in the wInsight database, it is recommended that you select
Latest rather than a specific period end date.
Initial Configuration
During the implementation of wInsight Analytics, as you are trying out configuration settings, you can use the options on the By Project tab to limit the number and size of projects for which you load data. That reduces the time it takes to load data so you can test and revise your configuration more efficiently. When your configuration is fully tested, you can then go to the wInsight Analytics Configuration tab to select the options for a full data load for all projects.
Ongoing Administration
On an ongoing basis, you can use this and the other options on the By Project tab anytime you only want to update data for one or selected projects.
To minimize or eliminate ongoing maintenance of this option and the related
Actuals Up Through option, select
Latest in
Actuals Up Through and set
Number of Periods Back to
1. If you do that, the data load process automatically loads data for the latest period for which data is available in wInsight, so you do not normally need to change either of these selections from month to month.
Even if you prefer to specify a specific period end date in
Actuals Up Through when you are ready to load data for a new period, you should not normally need to change the value in
Number of Periods Back from month to month.
Entering
1 in
Number of Periods Back minimizes the time it takes to load the data because only one period's data is processed. However, in rare cases, you may find it necessary to load more than one period of new data. To do that, select the appropriate number of periods in
Number of Periods Back.
If your data load will include new or updated user-defined filters, make sure that you set the options in wInsight Analytics Configuration so that data is loaded for all months for which you want to use those filters.