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- In Reporting Center, from the left navigation, select Reporting Tools > Datamart > Manage Marts > Data Mart.
You see the Data Mart workspace. - Click Add Group Level Model link.
You see the Adding Group Level Model window appear with the Definition tab enabled. - Complete the fields on the Definition tab.
- Click Next to display the Grouping tab.
The following table describes each option on the Definition tab:
Option | Description |
|---|---|
Name | Displays the name of the Group model. |
Description | Provides a brief description of the Group model. |
Table Name | Assigns a name to the database table that stores group level data. The system prevents you from entering invalid values. Valid table names:
|
Validate | Ensures the table name is valid. |
Archive Table Name | Displays the archive table name, which is based on the value you enter for Table Name. You can change the archive name. |
Inception Date | Defaults to the current date. You can change this date to any value for your own tracking purposes. |
Active | Indicates whether the table is considered active. This is informational only. Options include:
|
| No. of Funds per Report | Allows you to configure the number of funds to run per report at the model level. If you set this at Model level, then it applies the same override for all its extensions. But you can override the value at the extension level. |
Enable Look Thru Processing | Sets a group model to build position and performance fields on a look-through basis. |
Entity Hierarchy Model | Indicates that the group model is grouped by entity hierarchy fields, and that group structure is all that needs to be built in the table. If you check this box, you do not have to select any fields for the model. This allows you to include entities like indexes in the entity hierarchy structure that do not have any positions or transactions. Note: However, you do not have to check this box in order to group by entity hierarchy fields. This option only allows you to avoid choosing regular fields for the model when some of the entities to be reported have no values for them. |
| Entity Hierarchy Model Details | Enables you to populate detail-level records for group-level models in Data Mart. |
Schedule to Run | Determines which schedules are run to populate the table's fields. |
Comments | Provides descriptive model information. |
Configure Groups to the Model
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