Use
Historical Data Load to specify the number of past monthly periods for which you want to load data.
Purpose
Your entry in
Number of Periods Back under
Historical Data Load controls the number of historical wInsight Analytics periods for which data is loaded into the analytics data model when you run the data load process.
This entry and the entry in
Actuals Up Through under
Current Period control which periods are loaded. For example, if you select
11-30-2013 in
Actuals Up Through and select
24 in
Number of Periods Back, the data load process loads wInsight Analytics data for the period ending on 11-30-2013 and for the 23 previous monthly periods.
Note: If a contract uses periods other than monthly (weekly, for example), this setting still loads the specified number of months of data.
Preparation
In
Actuals Up Through under
Current Period, select the latest period for which you want to load wInsight Analytics data into the analytics data model.
Initial Configuration
When you set up wInsight Analytics, you load all of the historical wInsight Analytics data that you want to be available when you begin using the analytics. To do that, use the
Number of Periods Back field under
Historical Data Load to enter or select the number of historical periods for which you want to load data.
For example, select
24 if you want to load data for the period selected in
Actuals Up Through and for the 23 previous periods.
The maximum entry is
99 but if you need to go back further, you can select an earlier period in
Actuals Up Through, load that data, and then select a more recent period in
Actuals Up Through and load the later data.
Ongoing Administration
When data is available for an additional period in wInsight Analytics, do the following to do a partial load that only brings data for the new period into the analytics data model:
- In
Actuals Up Through, select the period for which you want to load data.
- Make sure that
Number of Periods Back is set to
1.
- Continue with the remainder of the data load process to load the new data for that period into the data model.
Note: Entering
1 in
Number of Periods Back minimizes the time it takes to load the data because only one period's data is processed. However, in rare cases, you may find it necessary to load more than one period of new data. To do that, select the appropriate number of periods in
Number of Periods Back.
Note: If the wInsight Analytics database is a Microsoft Access® database, this type of incremental data load is not available. Always specify the total number of months in
Number of Periods Back 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.
Note: If you data load will include new or updated user-defined filters, make sure that you set the options in wInsight Analytics Configuration so that data is loaded for all months for which you want to use those filters.