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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 follows:
Short 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.
To customize the display, click Customize.
Select as many groupings as you want to create the grouping tree. Click OK to save your changes.
The resulting view is displayed in all other field rules until it is changed. If a field attribute is not assigned to a category, it appears under the category Unknown.The field rule view is saved in the registry in the section HKEY_CURRENT_USER > Software > EagleSystems > Clients > EaglePACE > Settings > FieldsCtrlGroups. Category=Setting of 1, Indicator=Setting of 3, Database=Setting of 2 and Table=Setting of 4. This registry setting applies to the user.
Benchmark Comparison Fields
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Select the Database (Holding).
Select the appropriate Holding table and the column on which the field attribute is to be based.
For fields used in single period reports, set the Process field to End Date Holding or Entity.
For fields used in multi period reports, assign the appropriate process, either Begin Date Holding or Entity or End Date Holding or Entity.
Set the Field Indicator field to user defined.
Create any custom field attributes, such as detail calculation fields, based on source-specific fields.
All holding field attributes must be source specific to create a report using source-specific holding field attributes. Even though sources have been selected for the field attributes, you must also specify a mandatory holding source for the report, which is a dummy source.
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Source-Specific and Relation Fields
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In a report rule, add a field that is configured with a translation code.
Change the sort from default to custom.
Select the values in the order you want. You can reorder them at any time using drag and drop.
Click Done. Custom sorting is now set. To make changes to the order, double-click on the Custom cell.
Use the Sort column in the grouping rule to configure custom sorting for a translation code enabled field placed in a grouping rule.
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Create a new custom field attribute from the Entity XReference category. Enter a name in Name field, and any comment in the Comment field. Select 0 from the Precision drop down list.
Click Field Options and select the field options such as publishing and report mapping.
Enter a value for the Column and the Entity XReference Type.
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Create code values under the Eagle PACE source. The code values must reflect the appropriate level. The short description is the level number. The long description is a descriptive name.
After creating the codes and code values, you create entity hierarchy fields. Return to General Reporting, and select Compose.
Select the report type you want to create.
From the Fields toolbox, select Entity Hierarchy Field.
You see the Entity Hierarchy Field dialog box.Complete the fields on the Entity Hierarchy Field dialog box as described in the following table.
Option | Description |
Name |
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Enter a unique name. | |
Comments |
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Enter a descriptive comment. | |
Hierarchy Level |
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Select a Branch, Country, or Group hierarchy level. |
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Field Name |
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Select an Entity Field on which to base the Entity Hierarchy field. |
Entity Hierarchy Fields
You create Entity Hierarchy fields based on entity fields from the Entity Table or on fields from the Entity Extension tables. You cannot create Entity Hierarchy fields based on fields from the Entity Characteristics table of the Rules database.
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You must create rollup fields of the field attributes in the field rule to see data for the composites at the top level. In the option Choose Entities and Dates, select Enumerate Composites.
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Entity Hierarchy WorkspaceYou can run the report for the lowest or highest level of the hierarchy. The data returned is based on which entities the report is run. If you run the report for a portfolio, and the entity hierarchy fields are included in the report, then that entity hierarchy relationship is displayed in the result set.
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Example Entity Hierarchy GroupingThe above example shows the entity hierarchy fields used to group the report. The top level of the report is the Company Entity ID, next is the Branch Entity ID, followed by the last level of composite, the Group Entity ID. Finally, you can drill down to the Entity ID of the portfolio and to the security level. You can see values returned at the composite level because there are rollup sums on the field attributes. The Entity Build process was not run for these composites.
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This example shows a report run for EPDC1. This report receives data for EPDC1, EPDB1, EPDG1, EPDP1, EPDP2, EPDG2, EPDP3, EPDP4, EPDB2, EPDG3, EPDP5, and EPDP6. The Company Level is Company Entity ID, the Branch Level is Branch Entity Id, and the Group Level is Group Entity ID
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Example EPDC1 Report
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Example EPDB1 Report.
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This example shows a report run for EPDG1. This report receives data for EPDC1, EPDB1, EPDG1, EPDP1, and EPDP2.
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