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Create Multilingual Report Results

You can use Eagle's multilingual reporting capabilities to generate Performance Analysis report results in languages other than English. The Performance Analysis report can include multilingual security field attributes such as security name, entity field attributes such as portfolio name, and performance model information such as GICS sector.

For example, with the appropriate setup, you can generate a Performance Analysis report that displays portfolio names, security names, and GICS sectors in French or in Japanese.

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Load Data in Multiple Languages

If you plan to create report output in languages other than English, you must load the appropriate multilingual data (in addition to the general financial information and performance related data, such as returns and index data, as described in the Performance Calculation User Guide and Benchmark Management User Guide) before you run the report. You can load multilingual data that can display in the report for:

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When you store multilingual data for security and entity attributes, you typically provide data that supplements the English data already present in the database. For example, you store the security with an issue name of Ford Motor Company and you additionally store the Japanese translation for the issue name, "Ford Motor Company." Eagle allows you to store "local only" multilingual security or entity data for which there is no corresponding English translation. In that case, you store a null value in the table that stores the English data. However, Eagle does not recommend that you use "local language only" type data in the Performance Analysis report.

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Use the Performance Calculation Report

Using the Performance Analysis report to generate non-English results has no impact on the way you set up and run the Performance Calculation report. You use the Performance Calculation report to run and commit results in English. The Performance Model commits to the RULES database DICTIONARY_DETAIL table in English.

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Select a Language for the Performance Analysis Report

After you set up Eagle to support languages other than English, you can specify a language to use for the report output in the report profile criteria. You can do so when you create/edit the report profile or when you submit the report with overrides. For details, refer to Create a Performance Analysis Report Profile" and Run a Performance Analysis Report on an Ad Hoc Basis.

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The following figure shows another example of a Performance Analysis report in French. For this report, the fund names, the security names, and data in the two columns on the right side of the report also appear in French. In this example, however, the report's Grouping Fields do utilize multi-lingual code values. For example, the Financiers grouping has subgroupings of Les Assureurs and Banque. The Transports grouping has subgroupings of Compagnies Aériennes and Véhicules.


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Enable Multilingual Benchmark Names

Performance Analysis fields can store benchmark names in more than one language, and then display the benchmark name on the report in the language selected for the report. To do this, from the Effect drop-down list, select Index Name. Next, click Field Options, and from the Change Field Type drop-down list, select Wide Character. See the following figure.

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