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.

To review the list of default data validation checks, open the wInsight_Analytics_Setup.xlsx file and go to the Data_Validation sheet. The wInsight_Analytics_Setup.xlsx file is located in the <installation location>\setup folder.

To disable a data validation check or to make changes or additions to data validation check information, 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 Data_Validation sheet.
4. If you are making changes to an existing data validation check, scroll to that row. If you are adding a new data validation check, scroll to the first empty row or insert a blank row.
5. To change the validation type to which a validation check is assigned, enter the validation type in RiskType.

   Note: To add a new validation type, enter it in RiskType for one or more validation checks.

6. To change the description of a validation check that appears on the Data Validation tab, edit the description in RiskDesc.
7. If you are adding a new validation check, enter a unique ID in RiskID.
8. To change the validation expression, edit the information in Validation

   Any fields that you reference in the expression must exist in the EarnedValue table in wInsight and must have been included in the wInsight Analytics module data model.

9. To change the set of fields that are displayed in the Validation table on the Data Validation tab when the validation check returns an alert for an element, edit the comma-delimited list in FieldList.

   Any fields that you reference in FieldList must exist in the EarnedValue table in wInsight and must have been included in the wInsight Analytics module data model.

10. To disable a data validation check so that it is not applied to your data and does not appear on the Data Validation tab, enter Y in Disabled (Y/N).
11. Save the wInsight_Analytics_Setup.xlsx file.
12. 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 apply the modified or new data validation checks.
13. 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.
14. 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 apply the modified or new data validation checks to the data for the period included in the data load.