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Next, select the Performance Analysis fields that point to the data you want returned in the query report, as shown in the following figure. Performance Analysis fields are found under the Custom category and are designed to retrieve the single-period data that is stored in the PERFORM database. It is not necessary to select Performance Link Analysis fields because Operations such as linking are done on the fly in the Query Tool. See “Performance Analysis Fields Supported in the Query Tool” for more details on functionality.
Source Rule
The source rules are created in the General Reporting area of PACE, as shown in the following figure. The source rule determines the hierarchy of sources to use when selecting performance data from the database. This means the source used to commit or load the performance data needs to be listed in the Performance category of the Source Rule.
Performance Model
Select a performance model, also known as the performance dictionary. See the following figure. Performance models are created either when you calculate returns in Eagle Performance or via an uploader. The performance model represents the grouping structure of the performance data, such as Fund/Country/Sector or Fund/Coupon Range. If fund and benchmark returns are stored in different models, the default dictionary functionality can retrieve the benchmark returns from a different model.
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