Override Period End Dates

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.

For example, if a contract calendar has a period with a 3/02/2013 end date, the data load process, by default, assigns that period to the March monthly period for analysis, but that data probably should be considered February data.

To map selected period end dates to months other than the default months, 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. In Windows Explorer, go to the <installation location>\Admin folder.
4. Run wInsight_Analytics_Config.qvw to open wInsight Analytics Configuration.
5. Click the wInsight Analytics Utility tab.
6. Click in the upper-right corner of the Export Period EndDate list.
7. Click Open in the File Download dialog box. The list of period end dates is displayed in Microsoft Excel.
8. Select and copy all of the period end dates, and paste them in the End Date column on the EndDate_Override sheet in the wInsight_Analytics_Setup.xlsx file.
9. For each period end date that needs to be overridden to associate it with the correct monthly period, enter a date in the correct month (the last day of the month for example) in the End Date Override column. For period end dates that do not need to be overridden, you can leave the End Date Override column blank.
10. Save the wInsight_Analytics_Setup.xlsx file.
11. 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 need to load data.
12. 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.
13. 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 use the period end date override information you entered to assign those periods to monthly periods in the analytics data model.

Note: If you only have a few period end dates to override, you do not have to export all of your end dates to Excel and then copy them into wInsight_Analytics_Setup.xlsx. You can just open wInsight_Analytics_Setup.xlsx, manually enter each of those dates in End Date, and enter the override dates in End Date Override. The spreadsheet only needs to contain the period end dates you want to override.