Summary

Adding prior periods to your analysis provides MindBridge with historical context and allows for more robust analysis of your current period data. Prior period data appears on several dashboards in the analysis results (depending on the analysis type), allowing you to see period-over-period changes, and set expectations around forecasting in MindBridge.

Before the analysis is run, you can add, edit, and delete prior periods of data as needed.

Learn how to manage your prior periods below.

Add prior periods to an analysis

Select the plus icon ( ) on the right side of the analysis to add a new prior period. A new prior period column will appear on the right side of the analysis; the date range is automatically set to a 12-month time frame, ending the day before the current period (or most recent prior period).

In the example image below, the analysis period dates for the current period and prior period 1 each span one calendar year.

Within the prior period section, you can:

• Import required and optional files for each period
• Adjust the analysis period dates for each period (see note in edit analysis period section)

Maximum number of prior periods by analysis type

The number of prior periods you can add to an analysis depends on the analysis type.

Edit analysis periods

Change the date range of any analysis period before you import a file.

Current period

1. Select the edit icon ( ) in line with the current period.
2. Select the Start date or End date field.
   A calendar will appear.
3. Use the calendar to select the desired start and end dates.
4. When you are satisfied, Save your changes.

Select Cancel anytime to discard your changes and go back to the Data page.

Prior periods

1. Open the more actions menu ( ) in line with the desired prior period.
2. Select Edit period.
3. Select the Start date or End date field.
   A calendar will appear.
4. Use the calendar to select the desired start and end dates.
5. When you are satisfied, Save your changes.

Select Cancel anytime to discard your changes and go back to the Data page.

Delete prior periods from an analysis

Permanently remove a prior period and all data within.*

1. Open the more actions menu ( ) in line with the desired prior period.
2. Select Delete period.
   MindBridge will confirm this decision with you.
3. When you are ready, Delete the prior period.

Select Cancel anytime to go back to the Data page without deleting the period.

Anything else on your mind? Chat with us or submit a request for further assistance.