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.)

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 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 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.

Note: 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 as the DeltekAnalyticsCW user to run these batch files.

Program	Description
Load_wInsight_Data.bat	This process does the following: Updates the wInsight Analytics data model, based on your configuration and security settings Loads additional setup information from the wInsight_Analytics_Setup.xlsx file in the <installation location>\Setup folder Loads views and user-defined filters from a copy of the WSCUSTOM.xml file Loads data from the wInsight Analytics database
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.

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.

Microsoft Access Databases

In most cases, after you load the initial data into the analytics data model, you can then load data incrementally as new data becomes available. When you do, the newly loaded data is added to what was loaded previously. However, if the wInsight Analytics database is a Microsoft Access® database, this type of incremental data load is not available. You must always specify, in Number of Periods Back in wInsight Analytics Configuration, the total number of months that you want to have available in the analytics data model. If, for example, you previously loaded 60 months of data and you later run the data load only for 1 month, the data model will only contain data for that single month.