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From the General Reporting module, select the report type you want to use in the Grouping Rules folder in tree view.
Right-click and select New.
You see the New Range Grouping Rule dialog box.In the Name field, enter a name for the rule.
In the Comments field, enter an optional comment about the rule.
Click to populate the field details with the Quartile Rank field.
Double-click the text box under Range Title, and enter Rank 1
Double-click the text box under Range, select the = operator and enter the value 1.
Repeat steps 6 and 7 for the remaining three ranks, Rank 2, Rank 3, and Rank 4.
You see the Edit Range Grouping dialog box displaying the new range grouping rule.
The following example shows a sample report with range grouping in place.
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To open Map Field Types, right-click on the contents of the Fields folder on the Component tab and select Map Field Types.
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Map Field Types Menu Item
This window has four main folders:
Fields. Used to select a specific custom field type, and specify which underlying field attribute types are included in it. For example, expand the Fields folder to display the list of custom field attributes. Select the Rollup Field type, and explode that folder to display the report types that can include rollup fields. Select the report type, such as positions single period, and use the Field Types check boxes in the right pane to select the field types that can be included in a rollup field created in a single period position report.
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Map Field Types Dialog Box
Others. Used to map field types for report types that do not fit into the typical structure of other report types. This folder contains the query tool.
Profiles. Maps field types to report types where the fields can be used in the profile-level filter feature. Because this filter feature, available in the Select Criteria tab in report profiles, is designed to be executed directly against the PACE report result set and is not as dynamic as the guideline filter feature, it is listed separately in the Map Field Types dialog box. The selections made to map field types to a report rule are not the same selections made to map field types to a report profile of the same report type.
Rules. Used to map field types to field rules, filter rules, range rules, and report rules. Expand the folder to display the rule types, and expand the Rule Type folder to display the report types that use the selected rule type. Select the check boxes to modify the map field types by selecting a report type. To restrict a field type from the selected rule and report type, deselect the check box next to that field type.
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Field Type Limitations
The Cash Adjustment and Trade Adjustment custom field types have limited field types available to them by default in the Map Field Types feature. Cash Adjustment fields have only cash and security fields available in the formula editor of that field type. Trade Adjustment fields have only trade and security fields. You can override these default mappings.
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If a specific combination was restricted via the map field types function and you make a field attribute available to a report type that is restricted, you get a warning that you are about to map a restricted condition. You can choose to not publish the field to the restricted report type, or ignore the warning and proceed with the selected mapping. If you make the field available to more than one report type, only the restricted report types are listed in the warning message.
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Map Field Types Database Information
The data that is maintained by the map field types feature is stored in primary tables:
Field Types. This table contains a record for each field attribute type in PACE, and drives the lists of field attribute types in the Map Field Types dialog box.
Context Types. This table contains information about each specific PACE reporting component type that is supported by the map field types feature.
The combinations that are mapped using the map field types feature are stored in two separate tables.
CONTEXT_REPORT_TYPES_FILTER. This table contains the relationships among report types and subtypes, and context types. This drives the folder structure that is displayed on the left side of the Map Field Types dialog box.
FIELD_TYPES_FILTER. This table contains the mappings among reports, contexts, and field types that are represented by the selected check boxes in the right half of the Map Field Types dialog box.
The full structure of these tables is shown in the tables that follow.
Field Attribute Type Table: Column | Description |
INSTANCE | Unique record identifier. |
FIELD_TYPE_SHORT | Short description of field attribute type. |
FIELD_TYPE_LONG | Long description of field attribute type. |
UPD_USER | The user who last updated the record. |
UPD_DATETIME | Determines the last time the record was updated. |
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Component Type Table |
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: Column | Description |
INSTANCE | Unique record identifier. |
CONTEXT_TYPE_SHORT | Short description of Reporting Context type. |
CONTEXT_TYPE_LONG | Long description of Reporting Context type. |
UPD_USER | The user who last updated the record. |
UPD_DATETIME | Determines the last time the record was updated. |
Component Type Table
Field Types Filter Table in PACE Master Database: Column | Description |
RPT_TYPE_INST | Unique record identifier. |
RPT_SUB_TYPE_INST | Instance value from REPORT_SUB_TYPES table. |
CONTEXT_INST | Instance value from CONTEXT_TYPES table. |
FLD_TYPE_INST | Instance value from FIELD_TYPES table. |
UPD_USER | The user who last updated the record. |
UPD_DATETIME | Determines the last time the record was updated. |
COLUMN_NAME | Not currently used. |
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Context Report Types Filter Table in PACE Master Database |
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: Column | Description |
INSTANCE | Unique record identifier. |
CONTEXT_INST | Instance value from CONTEXT_TYPES table. |
RPT_TYPE_INST | Instance value from REPORT_TYPES table. |
RPT_SUB_TYPE_INST | Instance value from REPORT_SUB_TYPES table. |
UPDATE_USER | The user who last updated the record. |
UPDATE_DATE | Determines the last time the record was updated. |
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Custom Categories
You create custom categories for field attributes to determine how field attributes are displayed. You can organize the fields by indicator, database, table, or by category. You can also list the fields all in one folder in alphabetical order. Complete the following procedure to create custom categories.
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Codes in the Start Search text box.
Click the Codes(System Management Center) link to access the Codes window.
You see the Codes window.From the Codes module, select the Field Category Code and add new code values. The short description holds a number and the long description holds the actual description, as
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follows
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:
Short
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Long Description
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1
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Accounting Data
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2
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Performance Measurement Data
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3
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Holdings Data
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4
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Security Master Data
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5
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Shared Data
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description of 1 = Long description of “Accounting Data”
Short description of 2 = Long description of “Performance Measurement Data”
Short description of 3 = Long description of “Holdings Data”
Short description of 4 = Long description of “Security Master Data”
Short description of 5 = Long description of “Shared Data”Open the Field Attributes module, under the Metadata category.
Assign a category to each field attribute. From the workspace, select just one grouping, or create a tree so that one grouping is designated as a main category and then one or more other categories are added as subgroups.
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To customize the display, click Customize.
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