Implementation Procedures
Before you load wInsight Analytics data from the database into the wInsight Analytics module data model the first time, you select configuration settings. You may also need to modify the information in the wInsight_Analytics_Setup.xlsx file in the <installation location>\Setup folder.
Related Topics
- Specify Configuration Options
Use wInsight Analytics Configuration to specify the configuration options that determine important characteristics of the analytics, what data is loaded from the wInsight Analytics database, and how that data is transformed for the analytics. - Implement the WBS OBS View Analytics
Before you can use the WBS OBS View tab, you must complete a number of prerequisite setup tasks. - Update the WBS OBS View Analytics for a New OBS Code
If you add one or more new OBS codes after you implement the WBS OBS View analytics, you must complete the steps described here to update the analytics to include data for the new OBS codes. - Override Period End Dates
By default, wInsight Analytics assigns periods to a month based on each period's end date. However, if you have a period that starts in one month and ends early in the next, it is likely that assigning that period to a month based on the end date would be incorrect. If you have contracts for which this situation exists, you can use the wInsight_Analytics_Setup.xlsx Microsoft Excel® spreadsheet to map those periods to end dates in the correct months. - Load Additional Fields
For the most part, the data load process loads all fields from several key tables related to earned value performance that are referenced in the ColumnN table. However, the standard analytics do not use some of those fields so, by default, they are excluded from the data load to reduce the size of the data model. If you decide that you would like any of those fields to be available in the analytics data model, you can override the decision to exclude them on a field-by-field basis. - Manage Data Validation Checks
By default, wInsight Analytics applies a standard set of validity checks to the data for the period you select and alerts you to errors, warnings, unrealistic forecasts, or other conditions of interest. However, you can control which of the available validation checks your firm will use. You can also assign the validation checks to different validation types, rename validation types, modify validation check descriptions, or add entirely new validation checks.
Parent Topic: Configuration