---
title: "Refresh time periods"
slug: "refresh-time-periods"
description: "Each time you add new transaction data to Sales IQ, you must refresh the time period data in the Sales IQ system. Sales IQ uses certain entities and configuration settings to define this time period data."
updated: 2023-10-06T14:03:38Z
published: 2023-10-06T14:03:38Z
canonical: "docs.zilliant.com/refresh-time-periods"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Refresh time periods

Each time you add new [transaction data](/v1/docs/prep-data#transaction-data) to Sales IQ, you must refresh the time period data in the Sales IQ system. Sales IQ uses the following entities and configuration settings to define this data:

- **[SIQ Transaction Aggregated](/v1/docs/prep-data#transaction-data)** entities.
- **SIQ Aggregation Periods**. To view these entities, go to the Aggregation Period worksheet.
- **SIQ Time Periods**. To view these entities, go to the Aggregated Time Periods worksheet.
- **[Aggregation Parameters](/v1/docs/refresh-time-periods#aggregation-parameters)** settings.
- **[“_Periods” Engine Parameters](/v1/docs/refresh-time-periods#%E2%80%9Cperiods%E2%80%9D-engine-parameters)** settings.

To refresh time period data, go to the **Aggregated Time Periods** worksheet. Depending on your user permissions, the worksheet will resemble the following image.

![Aggregated Time Periods worksheet](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Aggregated%20Time%20Periods%20worksheet.png?sv=2026-02-06&spr=https&st=2026-11-05T14%3A18%3A05Z&se=2026-11-05T15%3A18%3A05Z&sr=c&sp=r&sig=VKMo14J5VWYLpMEHp8YsQOB81%2BoaUVe8tFTTnwJ1v0Y%3D)

Select the **Prep Data and Update Time Periods** worksheet action. This action updates SIQ Aggregation Periods and SIQ Time Periods based on SIQ Transaction Aggregated entities, Aggregation Parameters, and “_Periods” Engine Parameters.

## Aggregation Parameters

To view these settings, go to the Aggregation Parameters worksheet. Depending on your user permissions, the worksheet will resemble the following image.

![Aggregation Parameters worksheet](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Aggregation%20Parameters.png?sv=2026-02-06&spr=https&st=2026-11-05T14%3A18%3A05Z&se=2026-11-05T15%3A18%3A05Z&sr=c&sp=r&sig=VKMo14J5VWYLpMEHp8YsQOB81%2BoaUVe8tFTTnwJ1v0Y%3D)

Time period data refreshes based on the following parameters:

- **Aggregation_Period**—Defines the aggregation period for SIQ Transaction Aggregated entities and SIQ Aggregated Periods based on [transaction master data](/v1/docs/prep-data#transaction-data). To edit, read [Manage the aggregation period](/v1/docs/refresh-time-periods#manage-the-aggregation-period).
- **Prior_Calendar_Years_to_Aggregate**—(Optional.) Defines the number of calendar years used for SIQ Transaction Aggregated entities.
- **Min_Percent_Aggregation_Period_Complete**—Sales IQ sets the end date for SIQ Time Periods to the date of the latest SIQ Aggregation Period. For an SIQ Aggregation Period to be flagged as the latest, this parameter defines the minimum threshold on how complete the entity must be.

          For example,

          

If the following conditions are met:

- You set **Aggregation_Period** to *Month*.
- The most recent **SIQ Aggregation Period** is November 2020.
- The most recent transaction in that aggregation period is 11/25/2020.

Then Sales IQ measures the November 2020 **SIQ Aggregation Period** as 0.83 complete (25 completed days / 30 days in the **SIQ Aggregation Period**). If you set the **Min_Percent_Aggregation_Period_Complete** threshold to:

- *0.9*—then any refreshed time period data will include only the prior aggregation period (October 2020).
- *0.8*—then any refreshed time period data will include only the November 2020 aggregation period.

### Manage the aggregation period

To edit the aggregation period for SIQ Transaction Aggregated entities and SIQ Aggregated Periods:

1. Go to the Aggregation Parameters worksheet.
2. Go to the **Parameter Value** column.
3. Double-click the cell next to **Aggregation_Period**.
4. Enter “Week,” “Month,” or “Custom,” and click out of the cell to save.

To edit a custom aggregation period, go to the **Sales IQ** > **Engine Config** > **Aggregation Period Custom** worksheet and edit the **Custom Start Date** and **Custom End Date** [calculated columns](/v1/docs/calculated-columns).

## “_Periods” Engine Parameters

To view these settings, go to the Engine Parameters worksheet. Depending on your user permissions, the worksheet will resemble the following image.

![Engine Parameters worksheet](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Engine%20Parameters.png?sv=2026-02-06&spr=https&st=2026-11-05T14%3A18%3A05Z&se=2026-11-05T15%3A18%3A05Z&sr=c&sp=r&sig=VKMo14J5VWYLpMEHp8YsQOB81%2BoaUVe8tFTTnwJ1v0Y%3D)

Sales IQ sets the start date for an SIQ Time Period equal to *n* periods before the entity’s end date. To set the value of *n*, go to this worksheet and edit the **Parameter Value** next to the corresponding **Parameter Name** that ends with “_Periods.”

          For example,

          

If the following conditions are met:

- You set **Aggregation_Period** to *Month*.
- The most recent **SIQ Aggregation Period** is June 2020.
- You set **Evaluation_Periods** to a Parameter Value of *3*.

Then **Evaluation_Periods** creates an **SIQ Time Period** with the following attribute values:

- **Time Period Id** is *Evaluation*.
- **Start Date** is *4/1/2020*.
- **End Date** is *6/30/2020*.

Based on the preceding example, the generated SIQ Time Period will resemble the following image.

![Sample SIQ Time Period](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Sample%20SIQ%20Time%20Period.png?sv=2026-02-06&spr=https&st=2026-11-05T14%3A18%3A05Z&se=2026-11-05T15%3A18%3A05Z&sr=c&sp=r&sig=VKMo14J5VWYLpMEHp8YsQOB81%2BoaUVe8tFTTnwJ1v0Y%3D)

To navigate, go to **Sales IQ** > **Engine Config** > **Aggregation Period**.

To navigate, go to **Sales IQ** > **Engine Runner** > **Aggregated Time Periods**.

Buttons that are unique to a worksheet are in the top-right corner of your screen. These buttons are called **worksheet actions**.

To navigate, go to **Sales IQ** > **Engine Config** > **Aggregation Parameters**.

To navigate, go to **Sales IQ** > **Engine Config** > **Engine Parameters**.