Query Settings Dialog Box - ACCESS SQL QUERY Type

Option

Description

Name

Specify the name of your query report.

Type

Select the ACCESS SQL QUERY type.

To use a parameter for input to the query that presents the user with a list of distinct values of a particular database table column, where a code value might otherwise have been used. This is useful when the database column includes a limited set of different values that may increase in number over time, which would require the manual addition of new entries to a code value.

For example, the list of different investment types may be short, but can grow over time. You enable this feature in setup of the Option or Parameter to be used for the query. In a new dropdown for Option Type you choose Column Value, then select the database schema (most likely a Data Mart schema but not limited to the mart), table and column whose unique values should be the input choices for the option or parameter.

Module

Specifies in which module, Eagle Portal or Reference Data Center, the stored procedures are available. Procedures with the designation of Portal are available and visible to the Eagle Portal Administrator.

Menu Category

Specifies the menu on which the query report is displayed

Procedure

Enter the name of the stored procedure already created for this query. Make sure the name you enter here matches the name of the stored procedure exactly.

You must create the stored procedure in the database before configuring the query in the Portal Query Explorer.

Access

Determines whether a report is displayed in the 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.

Maximum Rows

Allows you to specify the maximum number of rows returned in a query report. This field is optional.

The value in this field overrides any default value that you configure for the Eagle Portal.

Data Mart Instance

Select the Data Mart from which the fields are pulled from the Security Details model. By default, Default Mart is the selected Data Mart instance.

Header Type

This is an optional feature you can use to display security detail information from Data Mart Security Details model. Select Security from the drop-down to display security field information.

Header Field

This is an optional feature. Header fields are not defined by default. However, if you want to display security detail information from Data Mart Security Details model on top of a report, then you must define a Header Field. By default, Investment Type is set to default.

If you define fields for Investment Type with default, this means that the same security detail fields will be displayed on top of report for all your securities regardless of security type. If you want to display different security details for different security types, such as fixed income, equity, or derivatives, since they have different characteristics, then you must define security detail fields for each Investment Type.

Visualization

Grid is selected by default. Select Cross Tab if you want to use the cross tab functionality in Portal.