The Query Expert allows you to create and copy SQL code that underlies a view of Mart data. You can then paste the copied SQL code into a third party reporting tool and modify it further if necessary.
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- Generate a query for the data as it is presented in the View Mart Data window. Any fields that you select to view in the window are reflected in this query.
- Generate a query that can fetch a selection of Mart data for a given fund and effective date. Any combination of the Fund Summary table, one group level table, and one detaillevel detail level table can be represented in this query. A specific selection of available fields can be performed.
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- Click the View Mart Data icon in the left panel of the Manage Mart or Execution Log window.
- Display the data for which you want to build a query. See Viewing View Data for details.
- Click the Query Expert link.
You see the following the Data Mart Query Expert dialog box. - The SQL queries that select the data shown in View Mart Data for the Fund Summary and selected Mart model table are displayed in the first two sections. Code for a join of these two datasets is listed in the last section of the dialog box.
- Click the Copy link at the top of the specified section to copy the SQL code for that level of query into your system's clipboard.
In your reporting tool's data access interface, paste the SQL code from your clipboard into the tool.
Note: Within your third-party reporting tool, you must replace the three variables, <YOUR FUND ID>, <EFFECTIVE DATE>, and <SNAPSHOT ID>, with values or parameters appropriate for your report.Click Close to close the dialog box.
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