Enable and Configure Charts

To enable and configure query report result charts:

1. From the Eagle Portal main window, run a query report.

2. Click the Current View drop down menu and select Enable Charts.
   You see the Data/Chart drop down menu displayed to the left of the Current View drop down menu.

3. To configure chart settings, click the Data/Chart drop down menu, select Chart, and click Manage Chart Settings.
   You see the Chart window.

   Open

   

4. Select a chart type: Pie, Line, Bar, Bubble, Column, or Stacked.

5. Select the appropriate options for each chart type.

6. Click Apply Chart Settings to save your changes.

7. To toggle between the data and chart presentation of the results, click Data or Chart on the Data/Chart drop down menu.
   NOTE: If you enabled charting for a query, you can drill down to see the details if the query has at least two grouping levels. You can also export the results of the drill down.

8. To disable charts, click the Current View drop down menu and select Disable Charts.

9. To save your changes to the current view, click the Current View drop down menu and select Save.

Manage Result Columns

To manage query report result columns:

1. From the Eagle Portal main window, run a query report.

2. Click the Current View drop down menu and select Add/Remove Columns:
   –  In the Add/Remove Columns dialog box, click the column name and click the left or right arrow to add or remove columns. To add or remove all columns at once, click Add All or Remove All.
   –  Click the up and down arrows to change the order of how the columns are displayed.
   –  To add or manage percent fields, click Manage Percent Fields in the top right corner of the Add/Remove Columns dialog box and complete the fields in the Manage Percent Fields dialog box. Click the Update icon and click Close.
   –  Click Save in the Add/Remove Columns dialog box.

3. Click the drop down arrow of any column heading to sort, group, or perform calculations on that column:
   –  To sort a column, click the drop down arrow on the right side of the column name and select the appropriate sort option.
   –  To sort multiple columns, first sort one column, then press Shift and click the next column you want to sort. To sort additional columns, click Shift again and click another column to sort.
   –  To group by column, drag the column heading to the Grouped by area.
   –  To perform a roll up calculation on a column, click the drop down arrow on the right side of the column name and select Rollup from the Calculation drop down menu.

4. To filter column data, click the drop down arrow on the right side of the column name, select the appropriate filter option, and click OK.

5. For queries that are not grouped, you can lock columns for easier horizontal display:
   –  Click the column name and click the pin icon to lock this column in place. You see an unpin icon next to the column name and the column has moved to the left-most position in the window.
   –  Use the horizontal scroll bar to view all the columns to the right.
   –  To unlock the column, click the unpin icon . You see a pin icon next to the column name and the column has moved back to its original position in the window.

6. To save your changes to the current view, click the Current View drop down menu and select Save.
   NOTE: Query report results are displayed with the default column width that may be customized by the Eagle Portal Administrator based on the requirements of your organization. For more information about customizing query report columns, refer to the Eagle Portal System Administration Guide.

Manage Grouped Result Columns

To manage grouped query report result columns:

1. From the Eagle Portal main window, run a query report.

2. To view grouped query results, click the Explode drop down menu.
   You see the column names that were used for grouping and the Security Level option.

3. To view results grouped by a column, click the column name on the Explode drop down menu.
   You see that the plus sign (+) in the group name changed to a minus sign (-) to indicate that the group is expanded.

4. To view security level details, click the Security Level option on the Explode drop down menu.

5. Click the binoculars icon to view security related information and click the Security Details and Security Cross Reference tabs, respectively.

6. Click Page to access the Bloomberg Web site for details about a security.

7. If the results are for a grouped Eagle Data Mart query, click Details next to the Query Name header to see details for the available Eagle Data Mart group models.
   This option allows you to view Eagle Data Mart's position details. For more information about Eagle Data Mart queries, refer to the Eagle Portal System Administration Guide.

8. If the query report is configured to use a header (Header Report Internal or Eagle Data Mart header fields), click View Summary in the right corner of the window.
   This option allows you to view summary level information. For more information about configuring headers, refer to the Eagle Portal System Administration Guide.

9. To create a grouping, click the drop down menu on the right side of any column name and select Group By. Or, drag the column name to the Grouped by area. To remove a grouping, click Remove from Grouping.

10. To save your changes to the current view, click the Current View drop down menu and select Save.

Create a New Query View

To create a new query view:

1. From the Eagle Portal main window, run a query report.

2. To create a new view from the current view, click the Current View drop down and select Save As.
   NOTE: If you wish to create a new view from the shared views, click the Manage drop down, select Views, and select a shared view that you wish to copy.
   You see the Save View As dialog box.

3. Enter the name and description for the new view and click Create.

4. To access the new view, click the Manage drop down menu, click Views, and select the new view under My Views. Or, if you copied a shared view, click the Manage drop down menu, click Views, and select the new view under Shared Views.

Create an Advanced Filter

To create an advanced filter:

1. From the Eagle Portal main window, run a query report.

2. Click the Current View drop down menu and select Advanced Filter.
   You see the Filter Builder dialog box with the And condition as the default.

3. To add a filter condition, click And, select Add Condition, and select the appropriate filter condition.

4. Click the plus sign (+) to add a new condition.

5. Click OK to save your changes to the filter.
   You see the filter check box and the filter name in the left corner of the window. This filter is applied to the query report results.

6. To remove the filter, click to uncheck the filter check box, or click And in the Filter Builder dialog box, select Remove, and click OK.

7. To clear all filters from the current view, click Clear in the right corner of the window.

8. To save your changes to the current view, click the Current View drop down menu and select Save.

Print a Query View

To print the query current view:

1. From the Eagle Portal main window, run a query report.

2. Click the Current View drop down menu and select Print.

3. Select the appropriate printer to print the query report results in the current view.