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  1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.

  2. Enter Portal Administration in the Start Search text box.

  3. Click the Portal Administration (Reporting Center) link to access Portal Administration.
    You see the Portal Administration window.

  4. Click Yes in the Do you see the Eagle logo here? dialog box.
    You see the Portal Query Explorer window as the default.

  5. In the Portal Query Explorer, click Add Query.
    You see the Query Settings dialog box.

  6. 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.

    Application Server Error Dialog BoxImage RemovedApplication Server Error Dialog BoxImage Added
  7. To view the error logs, click View Log File.

  8. 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_field12
    INTO v_entity_id
    FROM rulesdbo.entity
    WHERE entity_id = iEntityId;
    exception
    when no_data_found then
    v_entity_id:=' ';
    end;

  9. 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.

  10. 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.

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  11. 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.

  12. 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.

  13. 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.

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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