Data Load Overview
Before you can begin using the wInsight Analytics module, you must load the initial set of wInsight Analytics data into the analytics data model. After you implement and begin using the wInsight Analytics module, you must load data periodically to make the latest wInsight Analytics data available in the analytics.
wInsight Analytics Data
When you load data from the wInsight Analytics database, the process loads all relevant data for the periods you specify in wInsight Analytics Configuration, including user-defined fields and calculated fields. The data load process also loads all views and most user-defined filters that have been created in wInsight Analytics. (Filters that prompt for data input are not loaded.)
All Projects or Selected Projects
You have the option to load data for all projects, or you can select one or a group of projects for which you want to load data. Most firms load data for all projects on a regular schedule (nightly, for example). However, most also need the ability to load data for selected projects from time to time. For example, if you notice issues with the data loaded for one project after a full data load and want to reload that data after correcting it in wInsight or Cobra, you can select just that project for processing to make the corrected data available quickly to your analytics users.
To load data for all projects, run the data load process from the primary tab of wInsight Analytics Configuration. In that case, the Current Period, Historical Data Load, and Forecast Data Load options on that tab determine which periods are included.
To load data for selected projects, run the data load process from the By Project tab of wInsight Analytics Configuration. That process only loads data for the projects you select on that tab. In that case, the process uses the Current Period, Historical Data Load, and Forecast Data Load options on the By Project tab to determine which periods to include.
Prerequisite
Before you load the data, use wInsight Analytics Configuration to specify and save the configuration settings you want.
When to Load wInsight Data
Normally, you load data into the analytics data model at the following times:
- As part of the implementation of the wInsight Analytics module, to load the initial set of data
- On whatever regular schedule works best for your wInsight Analytics users (nightly, for example)
Schedule the Data Load Process
If the wInsight Analytics module is installed on a server, the install process automatically sets up a DeltekwInsightAnalyticsReload scheduled task in Microsoft® Windows® to run the full data load process nightly at 1:00 a.m. You enable that task as part of the installation process. Review that scheduled task after the installation and modify the settings to fit your needs.
If you install the wInsight Analytics module on a standalone computer and you want the full data load process to run automatically on a set schedule, use the Scheduled Task feature in Windows to set up scheduled tasks for the Load_wInsight_Data.bat file.
Data Load Programs
wInsight Analytics provides the .bat files described below for loading and updating data. Those files are located in the <installation location>\Admin folder.
Important: To run the .bat files to load data, you must log on to the wInsight Analytics server or standalone computer as the DeltekAnalytics user or as another QlikView-licensed user that you have set up. Do not log on using the cache warmer service account (default user name DeltekAnalyticsCW) to run these batch files.
| Program | Description |
|---|---|
| Load_wInsight_Data.bat |
This process does a full data load. To run this file for all projects, click Run Data Load Batch File on the primary tab of wInsight Analytics Configuration. To run it for one or a group of selected projects, click Run Data Load By Project Batch File on the By Project tab. This file does the following:
|
| Load_wInsight_Data_without_Datapull.bat | This process is the same as Load_wInsight_Data.bat except that it does not load data from the wInsight Analytics database. To run this file, navigate to the <installation location>\Admin folder. |
Who Can Load Data
wInsight Analytics provides no internal security for the configuration applications or the data load .BAT files. Be sure that only the appropriate persons have access to the network folders or standalone computer folders in which you installed the wInsight Analytics module.