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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
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Description
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Name
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Specify the name of your query report.
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Type
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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.
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Module
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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.
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Menu Category
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Specifies the menu on which the query report is displayed
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Procedure
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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.
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Access
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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.
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Maximum Rows
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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.
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Data Mart Instance
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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.
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Header Type
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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.
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Header Field
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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.
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Visualization
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Grid is selected by default. Select Cross Tab if you want to use the cross tab functionality in Portal.
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Make sure the stored procedure’s name is the name of the stored procedure you have created in the database. If the stored procedure name does not match, when you click Execute, an error message be displayed and you will not be able to complete the procedure.
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Figure 66: Application Server Error Dialog Box
To view the error logs, click View Log File.
To configure the ACCESS SQL QUERY type query, execute the stored procedure with test values to determine the columns that it returns.
Sometimes the stored procedure may require certain values in order to execute properly. As a workaround, you can either add exception handling in your stored procedure, or make it always return the same columns so you will see the results you expect.
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For example:
SELECT user_field12INTO v_entity_idFROM rulesdbo.entityWHERE entity_id = iEntityId;exceptionwhen no_data_found thenv_entity_id:=' ';end;You can input the test parameters in the Stored Procedure Parameters dialog box when creating this query type. This allows you to change the test values the stored procedure requires for returning data.
Click Next.
You see Stored Procedure Parameters dialog box.
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Figure 67: Stored Procedure Parameters Dialog Box
In the
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following example, the values available in the Option column are determined by what you have defined in the Options/Parameters window These values should already be defined before you begin setting up the ACCESS SQL QUERY report.
Click Next.
You see the Stored Procedure Columns dialog box.
The Analysis and Charting check boxes are enabled by default so you can use this query for analysis and charting.
The number of columns configured here is the same as the number of columns that display in Portal after the user runs the query. In this example, there are four columns: effective date, primary index YTM, secondary index YTM, and security YTM. After the user runs this query in Portal, the record will always return these four columns.Double click each row in the Stored Procedure Columns dialog box.
When you double click a row, you see the Column Configuration dialog box for that column.Complete the fields in the Column Configuration dialog box.
Option | Description |
Description | The description you enter is the description that the user sees in Portal. |
XML Tag | Enter a unique XML tag. The value you enter must be unique. |
Type | The type Character is displayed by default. Select the appropriate type from the drop down list. |
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Complete the fields on the Query Settings dialog box.
Option | Description |
Name | Specify the name of your query report. |
Type | Select the ACCESS MICROSTRATEGY REPORT Type |
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. |
Reports | Specifies the report to use that was created in MicroStrategy. |
Menu Category | Specifies the menu on which the query report is displayed. These query types are never used when creating dashboard parts. |
Access | Determines whether a report is displayed in the Eagle Portal's Queries menu. For example, if you discover a report contains incorrect data, you may want to remove access so your users do not unknowingly run a report while you investigate. Once you correct the error, you can grant access again and the report is displayed on the Queries menu. |
Entity Filter | Allows the user to define an entity filter prior to running the query. |
Date Rule | Specifies a date rule used to define the end date and begin date for a report in the Eagle Portal MicroStrategy queries. |
Composite Enumeration | Determines how the report handles composite level positions. Options include: Do Not Enumerate. Builds positions for the composite entity via an Entity Build, and the report takes these composite level positions. Enumerate to Constituent. Runs the report for all the constituent funds of the composite after composite enumeration. |
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The following table defines each option on the Define Report Sources dialog box.
Option | Description |
Current Source Definition | Displays the current source definition. Sources are displayed in Available Sources. Use the right and left arrows to add and remove sources. |
Source Priority | Allows you to add and delete a source priority. You can add a source priority by clicking Add and selecting the priority. You can delete a priority by selecting the priority and clicking Delete. If you delete a priority, all sources associated with that priority are deleted. If you delete a higher priority, the next lower priority assumes the deleted priority’s level. |
Entity Source | Allows you to query an entity or a combination of data sources and entities by clicking Add. If you query an entity, all entities are queried after the data sources. Also, if you choose to query more than one entity, each entity you add is appended to the end of the source definition. To delete entities from Current Source Definition, select the entity and click Delete in Entity Source. |
Available Sources | Allows you to select one or more data sources using the right arrow. |
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