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.

To review the list of fields that are excluded by default, open the wInsight_Analytics_Setup.xlsx file and go to the Fields_To_Bring_In sheet. The wInsight_Analytics_Setup.xlsx file is located in the <installation location>\setup folder.

To include fields in the data load that are excluded by default, complete the following steps:

  1. On the server or standalone computer on which you installed the wInsight Analytics module, use Windows Explorer to go to the <installation location>\Setup folder.
  2. Open the wInsight_Analytics_Setup.xlsx file in Microsoft Excel®.
  3. Go to the Fields_To_Bring_In sheet.
  4. For each field that you want to include in the data load process, enter Y in Bring In (Y/N).
  5. Save the wInsight_Analytics_Setup.xlsx file.
  6. On the wInsight Analytics Configuration tab of the Configuration application, make sure the Current Period and Historical Data Load options are set to include all of the periods for which you want to load data for the newly included fields.
  7. Click Save Settings for wInsight Analytics. When this process is completed, wInsight Analytics displays a message that confirms that the settings have been updated successfully.
  8. If you have unsaved entries, click to save them in wInsight_Analytics_Config.qvw. Important: If you make any changes to the configuration settings, it is very important that you both click Save Settings for wInsight Analytics and click on the toolbar to save the current configuration settings before you run the data load process. If you do not do both, the data load may not use the most current configuration settings.

When you have saved the settings in wInsight Analytics Configuration, you are ready to run the process to load data into the analytics data model. That process will include the fields that you selected for inclusion.