Add an ACCESS DATAMART FUND VIEWS Query - Settings Dialog Box

Option

Description

Name

Displays the name of the query report.

Type

Select the ACCESS DATAMART FUND VIEWS report type.

View Type

Specifies the type of view. Options include:

• Multiline View

• Time Series View

• Vertical View

Time Series Calendar

Indicates the time series associated with the business calendar on which Portal users want to run the query. This option is available when the View Type field is set to Time Series View.

Data Mart Instance

Select the Data Mart instance to use in the query.

Calendar Frequency

Indicates the calendar frequency at which to run the query, including Daily, Weekly, Monthly, Quarterly, and Yearly calendar frequency. This option is available when the View Type field is set to Time Series View.

Rule

Displays Fund Summary since the Data Mart Fund Summary rule is used with the Access Data Mart Fund Views report type.

Menu Category

Specifies the menu on which the query report is displayed.

Business Calendar

Displays the Define Query Business Calendar dialog box, which allows you to specify the dates on which a user can perform a query.

Access

Determines whether a report is displayed on Eagle Portal's Queries menu. For example, if you discover a report contains incorrect data such as pricing, you may want to remove access so your users do not unknowingly run a report while you investigate. Once you correct the pricing error, you can grant access again and the report is displayed on the Queries menu.

Report Fields

Defines the appropriate fields for their report query. You can specify multiple report fields in the Report Field Selection dialog box. This option is available when the View Type field is set to Time Series View.

Entity Filter

Allows you to define a filter that filters query data for specific entities.

Date Rules

Allows you to define date rules and make them available on the Default Settings windows in the Eagle Portal. You can select multiple date rules for the same field.

Rule for Default Date

Allows you to specify a rule for the default date.

Data Mart Snapshot

Default snapshot is selected by default.

Data Mart users have the ability to select different source rules for viewing a set of Data Mart data. This allows them to view the same set of data from different perspectives. This functionality is known as a snapshot.

If you want the query to use a snapshot other than the Default, click the Snapshot drop down list and select a specific snapshot.

The values in this drop down list are derived from the snapshots that are configured in Manage Marts Snapshots window.