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- The table used to store the group level data.
- The groups configured for the Group Model.
- The fields defined for the Group Model.
- The fields which are populated when you submit the model on a scheduled basis.
- The map table that links each group to the underlying detail data of the group's members.
- Entities which are added to the Group Model.
- Users and business groups who can access the model.
- Lists the base currencies for which model data is converted and stored for the Group Model, if any.
Add a Group Level Model
In the Adding Group Level Model's Definition tab, you can define the table used to store the group level data in a Data Mart schema.
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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:
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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:
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| No. of Funds per Report | Allows you to configure the number of funds to run per report at the model level. The current default for this option is at the Data Mart 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. |
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- Complete each field on the Grouping tab.
- Click Next to display the Fields tab.
The following table describes each option on the Grouping tab.
Option | Description |
|---|---|
Add | Creates a group based on simple fields, range rules, or dictionaries. For details on adding a group, refer to the section Add a Group to a Group Model. |
Remove | Removes a group. |
Validate | Indicates whether the group is valid. |
Levels | Displays the group by level. |
Database Column Name | Displays the group's database column name. |
Field Size Override | Controls the maximum column size of a text-type grouping field. Set the width to any value up to the maximum supported for the data type of the Mart table field you are working with. You can enter a value in this column for any text field that is at least as great as the default value, subject to table column sizes supported by your database. Note that once you have built data for the group-level model, you cannot change the field size settings. |
Field Description Override | Controls the display of Grouping fields in View Mart Data and Portal. Enter a name unique to the model in this column. You can change the override grouping description after the model is built. If you change the name, the new name appears the next time you view data from View Data Mart. |
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- Complete each field on the Fields tab.
- Click Next to display the Fields Schedule tab.
The following table describes each option on the Fields tab.
Option | Description |
|---|---|
Map Performance Model | Maps a performance dictionary to the model to enable the model to contain performance fields. This option is only available if you did not select a performance dictionary when you defined your group levels on the Grouping tab. Only performance dictionaries with the same number of levels as the group model are available for selection. Note: If you are using dynamic performance, you do not have to select a performance dictionary and map performance fields in your model to that performance dictionary. |
Clear | Removes a performance dictionary and uses dynamic performance to report returns and related performance information. Dynamic performance involves setting up special field attributes that allow pre-existing security level returns to be aggregated and linked on demand. Refer to the Eagle Performance Reporting User Guide for additional details. |
Add | Adds fields to the Group model. For details, refer to Add Fields to a Group Model. |
Remove | Removes fields from the Group model. |
Modify | Changes the field attribute linked to a field in the Group model. You cannot change the field's database name. You can only select from field attributes with the same data type. |
Validate | Validates whether a field is valid. Data Mart displays a red X in the check box next to an invalid field. |
Description | Displays the selected field attribute. |
Database Column Name | Specifies the name of the database column you have assigned to the field. |
Field Size Override | Controls the maximum column size of a text field. Set the width to any value up to the maximum supported by your database for the data type of the Mart table field. |
Field Description Override | Specifies a user friendly name for the field attribute when viewing Mart content using View Mart Data. This field is optional. If you do not enter a value, Data Mart displays the field attribute name in View Mart Data. |
ID | Displays a unique identifier of the Data Mart field. The system automatically assigns a value to this field based upon the field attribute ID of the underlying field attribute. However, it is a best practice to override this value with an ID that is unique and meaningful to you. The reason is that when you migrate the model from one environment to another, fields with the default ID value may conflict with others in the target environment. |
Type | Displays the subject type of the field, such as performance. |
Map Performance Model | Maps a performance dictionary to the model to enable the model to contain performance fields. This option is only available if you did not select a performance dictionary when you defined your group levels on the Grouping tab. Only performance dictionaries with the same number of levels as the group model are available for selection. Note: If you are using dynamic performance, you do not have to select a performance dictionary and map performance fields in your model to that performance dictionary. |
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