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The Query Tool wizard is used only by the administrator to create a new query report profile and edit report parameters. Users of the query report profile do not have access without appropriate privileges. For detailed instructions on using the Query Tool Wizard, see “Creating see Create a New Query Report Profile.”
Once you access the Query Tool wizard, you select the query report view for the query result set and define report parameters such as fields, source rule, frequency, and performance model for the data to be retrieved by the query.
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Creating the query report profile is a one-time action. The administrator can edit the report parameters after the query report profile is created, but changes made by an individual user only affect that user’s query and results.The example in the following figure was created from a simple query that returned these results.
Selecting a Query Report
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One or more time series of returns, market values, and other statistics can be extracted from the Performance database and displayed. If fund and benchmark returns are stored in different models, the default dictionary functionality can retrieve the benchmark returns from a different model. Various options, such as export to Excel, are available using a right‑click to display the shortcut menu from the results window. An example of Single-Period Fund and Benchmark Returns Over Time results is shown in the following figure.
Query Tool engine message notifies you if a failed query is due to expected files missing from the system. This message appears at the lowest logging level.
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You can perform operations on the time series data to determine the geometric or arithmetic average, standard deviation, and other statistics about the series at intervals throughout time. The operations can be defined when the query is first set up or added later if you have sufficient privileges. For example, the following image displays a rolling series of quarterly fund and index returns.
Deriving Time Series Data
With the Query Tool, you can derive a time series of data. For example, you can derive the series of differences (excess returns) between the quarterly fund and benchmark returns as shown in the image below.