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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. 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.
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. 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. In the 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.
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 dClick OK to close the Column Configuration dialog box.
Repeat steps 7 and 8 for each row.
Click Finish.
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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.
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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 MICROSTRATEGY REPORT Type
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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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Reports
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Specifies the report to use that was created in MicroStrategy.
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Menu Category
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Specifies the menu on which the query report is displayed. These query types are never used when creating dashboard parts.
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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, 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.
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Entity Filter
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Allows the user to define an entity filter prior to running the query.
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Date Rule
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Specifies a date rule used to define the end date and begin date for a report in the Eagle Portal MicroStrategy queries.
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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.
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Complete the options on the Query Settings dialog box.
Click Next.
If the MicroStrategy report contains prompts, you see the Report Parameters dialog box.
The values in the Option column of the Report Parameters dialog box are determined by what you have defined in the Maintain Options/Parameters dialog box. These values should be defined before you begin setting up the ACCESS MICROSTRATEGY REPORT query.Click Next.
You see the Assign Queries dialog box.Assign the query to selected users, a group, or everyone.
Click Finish.
Set Up Issuer Selector
You can use the Issuer Selector for searching issuers in the Eagle Portal. Before setting up a query, select the Issuer in the Maintain Options/Parameter window.
To set up the Issuer Selector:
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 Issuer from the dropdown list for Type.
Click OK.
Manage the ACCESS ISSUER SELECTOR Query
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To set up an ACCESS ISSUER SELECTOR query:
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.Select a field rule to use for this query type
The fields used in the field rule will be used in the Eagle Portal when searching for issuer.Click Next.
You see the Assign Queries dialog box.
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On the Assign Queries dialog box, you can assign the query to Everyone, Users or Groups.
If one ACCESS ISSUER SELECTOR type query can be used for all your users, select the Assign this query to everyone checkbox and click Finish. Continue by creating the query using ACCESS SQL QUERY type.
If the Eagle Portal users cannot use the same ACCESS ISSUER SELECTOR type query, create multiple ACCESS ISSUER SELECTOR type queries and assign them to various groups. Once completed, in the User Settings Explorer, assign the different ACCESS ISSUER SELECTOR type queries to business groups. Configure Internal Queries for groups in the User Settings Explorer, as shown in the following figure.
Click the Current User: Default link in the upper right.
You see the Select User/Group dialog box.To configure for a group, click Group and then select the group.
Click the dropdown arrow to select the query you have configured in the Portal Query Explorer to be used for the internal query.
After configuring for ACCESS ISSUER SELECTOR, create a query using ACCESS SQL QUERY type and pass the Issuer Selector as an input.
Make sure you have first created the stored procedure in the database. When you create an ACCESS SQL QUERY, you are prompted to enter the name of the stored procedure in Query Setting's Procedure field.Click OK.
You see the Query Settings dialog box.Click Next.
In Stored Procedure Parameters, click the ellipsis (….).
You see the Parameter Option Configuration dialog box.Select the option you created in the Maintain Options/Parameters window and click Next.
You see the Stored Procedure dialog box.Click the ellipsis (….).
You see the Parameter Option Configuration dialog box.Select the option you created in the Maintain Options/Parameters window and click Next.
You see the Stored Procedure Columns dialog box. The fields in this dialog box are the fields that are returned by the stored procedure after the query runs.Double click any cell in the grid.
You see the Column Configuration dialog box.Enter the Description text, select the Type for this field from the drop down, and the precision if the field is a number type. For each field used, make sure its XML tag is unique.
Click OK and then click Next.
You see the Assign Queries dialog box.Assign the query to Everyone, User or Groups.
Once the query is assigned, your users can use the Issuer Selector in the Eagle Portal.
Manage Filters
The Query Settings dialog box allows you to filter data returned from a query. For example, you can define a filter that restricts users to seeing only securities with a specific market value in their accounts. Additionally, you can define a filter that queries data for specific entities only.
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To define a query filter:
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 to select the report you want to set a filter for and click Edit Query.
In Filter, click the ellipsis.
You see the Define Filter dialog box.Define the filter criteria and click OK.
In the above figure, the criteria were defined so that any security with a market value greater than $1,000.00 will be shown on the report.
Click OK.
You see the Query Settings dialog box.Click Next and click Finish.
The filter is applied to the specified query report.
Define an Entity Filter
To define an entity filter:
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 to select the report you want to set a filter for and click Edit Query.
InEntity Filter, click the ellipsis.
You see the Define Filter dialog box.Define a filter that queries data for specific entities only and click OK.
You see the Query Settings dialog box.Click Next and click Finish.
The filter is applied to the specified report.
Define Data Sources
You can define a data source when you add or edit a query report. The Sources option in the Query Settings dialog box allows you to define the source of query data, such as performance, positions, transactions, entities, and so on, and the order in which the system searches the data sources.
To define one or more data sources:
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 to select a report and click Edit Query.
You see the Query Settings dialog box.In Sources, click the ellipsis.
You see the Define Report Sources dialog box.Complete the
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options in the Define Report Sources dialog box
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The following table defines each option on the Define Report Sources dialog box.
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Option
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Description
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Current Source Definition
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: Displays the current source definition. Sources are displayed in Available Sources. Use the right and left arrows to add and remove sources.
Source Priority
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: 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
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: 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
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: Allows you to select one or more data sources using the right arrow.
Click OK.
You have defined the data sources for a query.
Select a Business Calendar
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To select a business calendar for a query:
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 to select a query and click Edit Query.
You see the Query Settings dialog box.In Business Calendar, click the ellipsis.
You see the Define Query Business Calendar dialog box.Select the business calendar from the drop down list and click OK.
You see the Query Settings dialog box.Click Next and click Finish.
The business calendar is applied to the query. Eagle Portal users are restricted to running queries for business calendar dates only.
Block Access to a Query
The Access option in the Query Settings dialog box determines whether the report is accessible to your user. You can block access temporarily, due to data integrity issues, maintenance schedules, or for other reasons.
To block access to a query report:
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.Select an existing query and click Edit Query.
In Access, click the check box to disable access.
Click Next and click Finish.
The user will no longer see this query report in the Eagle Portal.
Set Maximum Number of Rows Returned for Query Result
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You can also limit the number of rows returned for a query report using the Global Settings Explorer window.NOTE:
This feature does not apply to the following query types: ACCESS PERF QUERY REPORT, ACCESS CONCENTRATION REPORT, and ACCESS PERFORMANCE ANALYSIS.
To specify the number of rows returned for a query in the Query Settings dialog box:
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.Select an existing query and click Edit Query.
In Maximum Rows, enter the number of rows you want returned.
Click Next and click Finish.
If a query report exceeds the specified limit, you see a message stating the maximum size was exceeded. You can define filter criteria to limit the query data and rerun the query report.