Versions Compared

Old Version 16

changes.mady.by.user Jacob Mathews (Deactivated)

Saved on

compared with

New Version Current

changes.mady.by.user Jacob Mathews (Deactivated)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.

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 Performance Calculation and  and Benchmark Management before you run the report. You can load multilingual data that can display in the report for:

  • Security Field Attributes.

     For

     For example, issue name, investment type.

  • Entity Field Attributes.

     For

     For example, entity name for portfolio, manager name, benchmark name.

  • Code Translations for Performance Model Nodes.

     You

     You can store Code Values that provide translations for the nodes used in performance models to group report data. For example, names of sectors, industry groups, industries, countries.

Be aware that the translations for the multilingual data are not shipped with the Eagle product.

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.

On this page

Table of Contents
maxLevel2
indent2 px


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.

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 

to Create a Performance Analysis Report Profile and Run a Performance Analysis Report on an Ad Hoc Basis.

For general information about generating OLAP report results in multiple languages, refer to

the 

the PACE Reporting Reference Guide.

Performance Analysis Report Multilingual Information

The Performance Analysis report can display multilingual data for the following types of report elements:

  • Security Field Attributes.

 The

  •  The report can display multilingual data for Security field attributes used in the report's Field Rule or Grouping Rule (if you run the report in dynamic mode). The report can use data stored in a database column or a Code Value in another language.

  • Entity Field Attributes.

 The

  •  The report can display multilingual data for Entity field attributes used in the report's Field Rule or Grouping Rule. The report can use data stored in a database column or a Code Value in another language.

  • Code Translations for Performance Model Notes.

 The

  •  The report can display multilingual data for the performance model selected for the report. The Performance Analysis report uses performance models specified using Grouping Rules. The report can use data stored for nodes as a Code Value in another language.

Two report samples follow.

The following figure shows an example of a Performance Analysis report in French. Note that the fund names, the security names, and data in the two columns on the right side of the report appear in French. In this example, the report's Grouping Fields do not utilize multi-lingual code values. For example, the FIN grouping has subgroupings of INS and BANK. The TRAN grouping has subgroupings of AUTO and AIR.

Performance Analysis Report in FrenchImage Modified 
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.

Performance Analysis Report in FrenchImage Removed
Performance Analysis Report in FrenchImage Added

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 

the Effect drop-down list, select Index Name. Next,

click 

click Field Options, and from

the 

the Change Field Type

 drop

 drop-down list, select Wide Character. See the following figure.

Change Field Types Drop-Down MenuImage Removed
Change Field Types Drop-Down MenuImage Added

Other Considerations

If you use Eagle Data Mart to track Performance data generated by the Performance Analysis report, you can use Data Mart to store selected information in languages in addition to English. Additional Data Mart setup, such as the creation of a separate Data Mart instance per language, may be necessary. For more information, refer to Data Mart

If you set up Eagle's Portal so that Portal users can view Performance Analysis report results, and/or run Performance Analysis reports based on their own run time criteria, be aware that Eagle's Portal platform can display text data fields stored in languages other than English. With the appropriate setup and translated data loaded, Portal users can view Portal elements such as search strings, query, and dashboard names in other languages. While Portal supports the ability to translate the entire user interface into languages other than English, the translations themselves are not shipped with the Eagle product.