Top/Bottom 'N' Holdings - Data Object

Here we use the Transformation Data Block ‘DEMO_TopBottomNHoldings’ to create the Data object ‘Top/Bottom N Holdings’.

• Click on ‘Create New’ under ‘Data Objects’ tab from Developer Center

• Select the options as shown below and hit ‘Create’

• There are two views (Design and YAML). We will concentrate in Design view to start with. Give a suitable name for the object as shown below and select the option ‘Both’ as we can use this object for both table and chart.

• Set the Transformation block ‘DEMO_TopBottomNHoldings’  as shown below

• Click on the pencil button to edit the Data Settings one by one.

• Account Code - data setting

• As of Date – data setting

• With Cash – data setting

• No of Records – data setting

• Data Display for – data setting

• Currency Code – data setting

(Note: Here we will be using the GetCurrencyCodes data block)

• Sector Scheme – data setting

• Show Cash – data setting

• Click on the pencil button to edit the Columns one by one.

• Column - ISSUEDISPLAYNAME

• Column - MARKETVALUE

• Column – PERCENTAGE

• Set the Summary row.

Authoring Smart page (Top/Bottom N Holdings)

• Got to ‘Authoring Center’

• Create Smart Page
• Click on the Create New option to open a PowerPoint template and create a new Smart Page.  
• You will be prompted to open the Assette Editor Launcher and select a Brand Theme
• Click Open and a PowerPoint template will launch for you to work in. 

* Make sure before beginning your work that any other open PowerPoint documents are closed out.

• Insert a native PowerPoint table as shown below.

• Open Fabrication panel as shown below.

• Once you have completed Column, Row and Data Settings, click on Show Variables to preview tagged variables in the Smart Shell. Click Commit to save all settings of the shell.

• Click on ‘Preview Template’ under ‘ASSEETE’ tab

• Select the option as shown below in Generation overlay.