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From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Portal Administration in the Start Search text box.
Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.Click Add Query.
You see the Query Settings dialog box.Complete the options on the Query Settings dialog box and click Next.
Click the ellipsis in Report Fields.
You see the Report Field Selection dialog box.Specify a date rule for the fields by clicking the ellipsis in the As Of column.
The ability to assign specific date rules to individual Data Mart fields allows you to be more efficient in your storage of data in the Data Mart. Data values that are unchanged from past dates, such as Prior Year Return, do not have to be recalculated daily to be shown in Portal next to data fields that require daily recalculation, such as Year to Date Return.
After clicking the ellipsis, you see the Portal Date Rule Selector dialog box.Select the date rules and click OK.
You see report results after running the query in the Eagle Portal.
About the EAGLEMART Packaged Portal Content
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From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Portal Administration in the Start Search text box.
Click the Portal Administration (Reporting Center) link to access Portal Administration.
You see the Portal Administration window.Click Yes in the Do you see the Eagle logo here? dialog box.
You see the Portal Query Explorer window as the default.In the Portal Query Explorer, click Add Query.
You see the Query Settings dialog box.Complete the options on the Query Settings dialog box. The inputs to the ACCESS SQL QUERY are dynamic. Date inputs may or may not exist, and there may be multiple date inputs.
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Option | Description |
Name | Specify the name of your query report. |
Type | Select the ACCESS SQL QUERY type. To use a parameter for input to the query that presents the user with a list of distinct values of a particular database table column, where a code value might otherwise have been used. This is useful when the database column includes a limited set of different values that may increase in number over time, which would require the manual addition of new entries to a code value. For example, the list of different investment types may be short, but can grow over time. You enable this feature in setup of the Option or Parameter to be used for the query. In a new dropdown for Option Type you choose Column Value, then select the database schema (most likely a Data Mart schema but not limited to the mart), table and column whose unique values should be the input choices for the option or parameter. |
Module | Specifies in which module, Eagle Portal or Reference Data Center, the stored procedures are available. Procedures with the designation of Portal are available and visible to the Eagle Portal Administrator. |
Menu Category | Specifies the menu on which the query report is displayed |
Procedure | Enter the name of the stored procedure already created for this query. Make sure the name you enter here matches the name of the stored procedure exactly. You must create the stored procedure in the database before configuring the query in the Portal Query Explorer. |
Access | Determines whether a report is displayed in the Eagle Portal's Queries menu. For example, if you discover a report contains incorrect data such as pricing, you may want to remove access so your users do not unknowingly run a report while you investigate. Once you correct the pricing error, you can grant access again and the report is displayed on the Queries menu. |
Maximum Rows | Allows you to specify the maximum number of rows returned in a query report. This field is optional. The value in this field overrides any default value that you configure for the Eagle Portal. |
Data Mart Instance | Select the Data Mart from which the fields are pulled from the Security Details model. By default, Default Mart is the selected Data Mart instance. |
Header Type | This is an optional feature you can use to display security detail information from Data Mart Security Details model. Select Security from the drop-down to display security field information. |
Header Field | This is an optional feature. Header fields are not defined by default. However, if you want to display security detail information from Data Mart Security Details model on top of a report, then you must define a Header Field. By default, Investment Type is set to default. If you define fields for Investment Type with default, this means that the same security detail fields will be displayed on top of report for all your securities regardless of security type. If you want to display different security details for different security types, such as fixed income, equity, or derivatives, since they have different characteristics, then you must define security detail fields for each Investment Type. |
Visualization | Grid is selected by default. Select Cross Tab if you want to use the cross tab functionality in Portal. |
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