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To create a Peer Group Field Attribute:

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
2. Enter Entities in the Start Search text box.
3. Click the Entities (PACE) (Classic Portfolio Data Center) link to access the Portfolio Data Center.

You see the Portfolio Data Center.

1. Select Entities from the Maintenance menu.
2. Click Create to create a new entity.

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1. Select PEER as the entity type in the Type dropdown. A PEER entity type creates a value of PEER as RULES.Entity.Entity_TYPE in the database. Complete any other fields as needed.

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Funds are linked to one or more peer groups. There is a primary association, and there may also be alternative associations based upon alternative grouping criteria. You set up these associations on the Peer Group Association tab on the Entity Maintenance window. This tab contains a Peer Group Definitions column which has Primary Peer Group, Secondary Peer Group, and so on, as created as code values for code IPEERDEF.
To associate a Peer Group to a Portfolio entity:

1. Create a new entity, or select an existing entity to edit.
2. Select the Peer Group Association tab as shown in Peer Group Association Tab.

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1. Select values for Peer Group Definitions and enter a Primary Peer Group and a Secondary Peer Group. This creates the List Order values in RULES.ENTITY_DETAIL for that entity for the Peer Group Entity association.
2. Click OK to save your changes.

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Peer Group Reporting supports the following types of field attributes:

• Entity Analytics. This field attribute type allows you to select either: Database = RULES, or Table = (taken from PACE Inventory of Tables where the table Indicator is EA for Entity Analytics). This field attribute type handles these three tables:
• ENTITY_ANALYTICS
• ENTITY_PEER_GRP_ANALYTICS
• ENTITY_RATINGS
• Entity Peer Group Rankings. This field attribute type handles only table ENTITY_PEER_GRP_RANKINGS. This field attribute type allows you to select either: Database = RULES, or Table = (taken from PACE Inventory of Tables where the table indicator is EM for Entity Membership).

To create a Peer Group Entity:

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
2. Enter Field Attributes in the Start Search text box.
3. Click the Field Attributes (ETL Center) link to access the Reporting Center.

You see the ETL Center.

1. Select New to create a field attribute of type Entity Analytics.The New Regular Field dialog box appears as shown in the following figure.

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1. In the Name box, enter a name for the field.
2. In the Comments box, provide comments about the field, if required.
3. Click Table to select a table from the dropdown list. After you select a table, the Related Entity Types dropdown appears.
4. Click Related Entity Type to choose whether this field attribute pertains to a fund, to the fund's peer group or to its benchmark.
5. In Peer Group or Benchmark Definition, if you selected <none> for Related Entity Type, these prompt fields do not appear. If you selected Peer Group or Benchmark, a prompt field for Peer Group Definition or Benchmark Definition appears. Enter the appropriate selection to define the field as pertaining to the right related entity for the portfolio being reported.
6. Complete the fields on the dialog box as required and click OK to save the regular field.

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Complete the following procedure to create a new entity Membership field attribute.

1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
2. Enter Field Attributes in the Start Search text box.
3. Click the Field Attributes (ETL Center) link to access the Reporting Center.

You see the ETL Center.

1. Select New to create a field attribute of type Entity Membership.

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1. In the Name box, provide a name for the field.
2. In the Comments box, provide comments about the field, if any.
3. In the Database, the only available database option is RULES.
4. Click Table to select the required table from the list. After you select a table, the Related Entity Types dropdown appears.
5. Click Related Entity Type to choose whether this field attribute pertains to a fund, to the fund's peer group, or its benchmark.
6. In Peer Group Definition, select Primary Peer Group or Secondary Peer Group option.
7. Click Period to select the time period to which the field pertains.
8. Complete the fields on the dialog box as required and click OK to save the field.

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Create an OLAP Report

To create an OLAP report based on Peer Group fields, first create a Report Rule. Complete the following procedure to create a report rule.

1. In Reporting Center, from the left navigation, select Data Management Reports > OLAP Reporting > General Reporting. You see the General Reporting window.
2. On the Components tab, select the Report Rules folder.
3. Open the Entity and Client sub-folder.
4. Select Range.
5. Right-click and select New.

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1. Type the Report Rule name and select Grouping.
2. Click Choose an existing Source Rule. Select the Source Rule
3. Select the field attributes for the rule and save the rule.

Next, complete the following procedure to create the OLAP Range report.

1. In Reporting Center, from the left navigation, select Data Management Reports > OLAP Reporting > General Reporting. You see the General Reporting window.
2. Click the Reports tab and open the Entity and Client folder.
3. Right-click in the list of available reports, and select New.

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1. Complete any necessary fields on the dialog box, and click Next.

You see the Entity Client Report Scheduling dialog box.

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This section provide details about Peer Group entity, OLAP support, entity analytics field attributes and so on.