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For each function, if more than one Mart table is involved in the generated SQL query, the necessary joins are included. You can copy the SQL code for that query to your system's clipboard, and then paste the code into a thirdparty tool's data access component. Once in the reporting tool, the SQL provides a "virtual table" of Mart data for your use in reporting.

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Build a Query for Data Viewed in the Data Mart

The Query Expert allows you to build a query for data viewed in the Data Mart.

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  1. Click the View Mart Data icon in the left panel of the Manage Mart or Execution Log window.
  2. Display the data for which you want to build a query. See View Data for details.
  3. Click the Query Expert link.
    You see the following the Data Mart Query Expert dialog box.
  4. 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.
  5. 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.
  6. 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.

  7. Click Close to close the dialog box.


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Build a Query for Data Not Viewed in the View Data Mart

The Query Expert also allows you to automatically generate the SQL code that retrieves any Mart data, beyond what may be displayed in the View Mart Data window.

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