Options on the wInsight Analytics Utility Tab

Use the Export Period EndDate list to export your period end dates to Microsoft Excel® so you can map them to the correct month without having to enter each of them manually.

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.

Export Period EndDate displays all of your period end dates. Click to display the list in Excel, copy the list, and paste it in the End Date column on the EndDate_Override sheet in the wInsight_Analytics_Setup.xlsx file. Then you all you need to do is enter a date in the correct month (the last day of the month for example) in the End Date Override column for any of the end dates that otherwise will be associated with the wrong month.

This utility is primarily used during initial configuration. Thereafter, as new periods come into wInsight Analytics with end dates that need to be overridden, you can enter them directly into the EndDate_Override sheet in the wInsight_Analytics_Setup.xlsx file.