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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.
The following table describes the options on the Query Settings dialog box that are specific to the ACCESS DATAMART query type.
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
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the
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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.
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Figure 60: ACCESS DATAMART REPORT Results
About the EAGLEMART Packaged Portal Content
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In the Maintain Options/Parameters window, you can select a database table and column so that its value is displayed in the Eagle Portal and also passed to the ACCESS SQL QUERY type queries. You can do this if you do not want to set up or use the codes the Codes window.
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Before setting up an ACCESS SQL QUERY type:
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Options/Parameters in the Start Search text box.
Click the Maintain Options/Parameters (Reporting Center) link.
You see the Maintain Options/Parameters window.To access the Add/Edit Option dialog box, click Add or Edit.
In the Type field, select Column Value.
Select the Required check box in the Properties section if you want the Eagle Portal users to always select a code value before they can run a query.
Specify the Database, Table, and Column for the value that is to display in the Eagle Portal and be passed in the query.
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If you have already created the stored procedure in the database, go to the Portal Query Explorer to create the query for the ACCESS SQL QUERY type. When creating the query, make sure you select the option you have created.
Set Up Codes
If you want to use a code value’s long description, set up the code in the Maintain Options/Parameters window.
Complete this procedure before setting up an ACCESS SQL query:
From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
Enter Options/Parameters in the Start Search text box.
Click the Maintain Options/Parameters (Reporting Center) link.
You see the Maintain Options/Parameters window.To access the Add/Edit Option dialog box, click Add or Edit.
Select the code you want to use from the Code drop down and select the Use Long Description check box.
When you use a long description, the Eagle Portal users see that description as an input for the query.
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Figure 62: Add/Edit Option Dialog Box – Set Up Codes
When your users are logged in to the Eagle Portal, they see the long description displayed as an input for the query.
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You can set up the stored procedure parameters in the Maintain Options/Parameters window. These values should already be defined before you set up the ACCESS SQL QUERY report.
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To add an ACCESS SQL QUERY type:
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.
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