LKML Fintech consulting

Portfolio

Portfolio model for fintech consulting.

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Blocks

portfolio.view.lkml · 308 lines
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view: portfolio {
  sql_table_name: PORTFOLIO ;;

  dimension: arrestid {
    type: int
    sql: ${TABLE}.ARRESTID ;;
  }

  dimension: aum {
    type: number
    sql: ${TABLE}.AUM ;;
  }

  dimension: aumgross {
    type: number
    sql: ${TABLE}.AUMGROSS ;;
  }

  dimension: autoticketdistribution {
    type: int
    sql: ${TABLE}.AUTOTICKETDISTRIBUTION ;;
  }

  dimension: backofficer {
    type: int
    sql: ${TABLE}.BACKOFFICER ;;
  }

  dimension: clientdisc {
    type: number
    sql: ${TABLE}.CLIENTDISC ;;
  }

  dimension: clientservice {
    type: int
    sql: ${TABLE}.CLIENTSERVICE ;;
  }

  dimension: comments {
    sql: ${TABLE}.COMMENTS ;;
  }

  dimension: compliance {
    sql: ${TABLE}.COMPLIANCE ;;
  }

  dimension: constraintgroup {
    type: int
    sql: ${TABLE}.CONSTRAINTGROUP ;;
  }

  dimension: contributionmethod {
    sql: ${TABLE}.CONTRIBUTIONMETHOD ;;
  }

  dimension: counterparty {
    type: int
    sql: ${TABLE}.COUNTERPARTY ;;
  }

  dimension: customersubtype {
    type: int
    sql: ${TABLE}.CUSTOMERSUBTYPE ;;
  }

  dimension: dtd {
    type: number
    sql: ${TABLE}.DTD ;;
  }

  dimension: feescontract {
    type: int
    sql: ${TABLE}.FEESCONTRACT ;;
  }

  dimension: fiscalitycountry {
    sql: ${TABLE}.FISCALITYCOUNTRY ;;
  }

  dimension: fiscalitycountryid {
    type: int
    sql: ${TABLE}.FISCALITYCOUNTRYID ;;
  }

  dimension: flags4_eyes {
    type: int
    sql: ${TABLE}.FLAGS4EYES ;;
  }

  dimension: forwardmethod {
    sql: ${TABLE}.FORWARDMETHOD ;;
  }

  dimension: fovaluedatelag {
    type: int
    sql: ${TABLE}.FOVALUEDATELAG ;;
  }

  dimension: frequency {
    type: int
    sql: ${TABLE}.FREQUENCY ;;
  }

  dimension: initialvalue {
    type: number
    sql: ${TABLE}.INITIALVALUE ;;
  }

  dimension: isfeeder {
    type: number
    sql: ${TABLE}.ISFEEDER ;;
  }

  dimension: isocurrency {
    sql: ${TABLE}.ISOCURRENCY ;;
  }

  dimension: lasoftlockup {
    type: number
    sql: ${TABLE}.LASOFTLOCKUP ;;
  }

  dimension: leveraged {
    type: number
    sql: ${TABLE}.LEVERAGED ;;
  }

  dimension: managementcompany {
    sql: ${TABLE}.MANAGEMENTCOMPANY ;;
  }

  dimension: managementtype {
    sql: ${TABLE}.MANAGEMENTTYPE ;;
  }

  dimension: manager {
    type: int
    sql: ${TABLE}.MANAGER ;;
  }

  dimension: middleofficer {
    type: int
    sql: ${TABLE}.MIDDLEOFFICER ;;
  }

  dimension: name {
    sql: ${TABLE}.NAME ;;
  }

  dimension: nav {
    type: int
    sql: ${TABLE}.NAV ;;
  }

  dimension: nvac {
    type: number
    sql: ${TABLE}.NVAC ;;
  }

  dimension: performancemethod {
    sql: ${TABLE}.PERFORMANCEMETHOD ;;
  }

  dimension: period {
    sql: ${TABLE}.PERIOD ;;
  }

  dimension: pnldiscard {
    type: number
    sql: ${TABLE}.PNLDISCARD ;;
  }

  dimension: pnlef {
    type: number
    sql: ${TABLE}.PNLEF ;;
  }

  dimension: pnlforex {
    type: number
    sql: ${TABLE}.PNLFOREX ;;
  }

  dimension: portfoliocode {
    sql: ${TABLE}.PORTFOLIOCODE ;;
  }

  dimension: portfolioseedid {
    type: int
    sql: ${TABLE}.PORTFOLIOSEEDID ;;
  }

  dimension: portfoliostatus {
    sql: ${TABLE}.PORTFOLIOSTATUS ;;
  }

  dimension: portfoliotype {
    sql: ${TABLE}.PORTFOLIOTYPE ;;
  }

  dimension: processshares {
    type: number
    sql: ${TABLE}.PROCESSSHARES ;;
  }

  dimension: proxy {
    type: number
    sql: ${TABLE}.PROXY ;;
  }

  dimension: prtfsource {
    type: int
    sql: ${TABLE}.PRTFSOURCE ;;
  }

  dimension: qtd {
    type: number
    sql: ${TABLE}.QTD ;;
  }

  dimension: replogo {
    sql: ${TABLE}.REPLOGO ;;
  }

  dimension: rtd {
    type: number
    sql: ${TABLE}.RTD ;;
  }

  dimension: secpendings {
    type: number
    sql: ${TABLE}.SECPENDINGS ;;
  }

  dimension: serverpath {
    type: int
    sql: ${TABLE}.SERVERPATH ;;
  }

  dimension: si {
    type: number
    sql: ${TABLE}.SI ;;
  }

  dimension: smtd {
    type: number
    sql: ${TABLE}.SMTD ;;
  }

  dimension: underrormethod {
    sql: ${TABLE}.UNDERRORMETHOD ;;
  }

  dimension: violation {
    type: int
    sql: ${TABLE}.VIOLATION ;;
  }

  dimension: wtd {
    type: number
    sql: ${TABLE}.WTD ;;
  }

  dimension: ytd {
    type: number
    sql: ${TABLE}.YTD ;;
  }

  dimension_group: aumdate {
    type: time
    timeframes: [time, date, week, month]
    sql: ${TABLE}.AUMDATE ;;
  }

  dimension_group: closedate {
    type: time
    timeframes: [time, date, week, month]
    sql: ${TABLE}.CLOSEDATE ;;
  }

  dimension_group: creationdate {
    type: time
    timeframes: [time, date, week, month]
    sql: ${TABLE}.CREATIONDATE ;;
  }

  dimension_group: inceptiondate {
    type: time
    timeframes: [time, date, week, month]
    sql: ${TABLE}.INCEPTIONDATE ;;
  }

  dimension_group: initdate {
    type: time
    timeframes: [time, date, week, month]
    sql: ${TABLE}.INITDATE ;;
  }

  dimension_group: managementdate {
    type: time
    timeframes: [time, date, week, month]
    sql: ${TABLE}.MANAGEMENTDATE ;;
  }

  measure: count {
    type: count
    drill_fields: [name, evaluationdetails.count]
  }
}
portfolio.view.lookml · 208 lines
source-preserved
- view: portfolio
  sql_table_name: PORTFOLIO
  fields:
  - dimension: arrestid
    type: int
    sql: ${TABLE}.ARRESTID
  - dimension: aum
    type: number
    sql: ${TABLE}.AUM
  - dimension: aumgross
    type: number
    sql: ${TABLE}.AUMGROSS
  - dimension: autoticketdistribution
    type: int
    sql: ${TABLE}.AUTOTICKETDISTRIBUTION
  - dimension: backofficer
    type: int
    sql: ${TABLE}.BACKOFFICER
  - dimension: clientdisc
    type: number
    sql: ${TABLE}.CLIENTDISC
  - dimension: clientservice
    type: int
    sql: ${TABLE}.CLIENTSERVICE
  - dimension: comments
    sql: ${TABLE}.COMMENTS
  - dimension: compliance
    sql: ${TABLE}.COMPLIANCE
  - dimension: constraintgroup
    type: int
    sql: ${TABLE}.CONSTRAINTGROUP
  - dimension: contributionmethod
    sql: ${TABLE}.CONTRIBUTIONMETHOD
  - dimension: counterparty
    type: int
    sql: ${TABLE}.COUNTERPARTY
  - dimension: customersubtype
    type: int
    sql: ${TABLE}.CUSTOMERSUBTYPE
  - dimension: dtd
    type: number
    sql: ${TABLE}.DTD
  - dimension: feescontract
    type: int
    sql: ${TABLE}.FEESCONTRACT
  - dimension: fiscalitycountry
    sql: ${TABLE}.FISCALITYCOUNTRY
  - dimension: fiscalitycountryid
    type: int
    sql: ${TABLE}.FISCALITYCOUNTRYID
  - dimension: flags4_eyes
    type: int
    sql: ${TABLE}.FLAGS4EYES
  - dimension: forwardmethod
    sql: ${TABLE}.FORWARDMETHOD
  - dimension: fovaluedatelag
    type: int
    sql: ${TABLE}.FOVALUEDATELAG
  - dimension: frequency
    type: int
    sql: ${TABLE}.FREQUENCY
  - dimension: initialvalue
    type: number
    sql: ${TABLE}.INITIALVALUE
  - dimension: isfeeder
    type: number
    sql: ${TABLE}.ISFEEDER
  - dimension: isocurrency
    sql: ${TABLE}.ISOCURRENCY
  - dimension: lasoftlockup
    type: number
    sql: ${TABLE}.LASOFTLOCKUP
  - dimension: leveraged
    type: number
    sql: ${TABLE}.LEVERAGED
  - dimension: managementcompany
    sql: ${TABLE}.MANAGEMENTCOMPANY
  - dimension: managementtype
    sql: ${TABLE}.MANAGEMENTTYPE
  - dimension: manager
    type: int
    sql: ${TABLE}.MANAGER
  - dimension: middleofficer
    type: int
    sql: ${TABLE}.MIDDLEOFFICER
  - dimension: name
    sql: ${TABLE}.NAME
  - dimension: nav
    type: int
    sql: ${TABLE}.NAV
  - dimension: nvac
    type: number
    sql: ${TABLE}.NVAC
  - dimension: performancemethod
    sql: ${TABLE}.PERFORMANCEMETHOD
  - dimension: period
    sql: ${TABLE}.PERIOD
  - dimension: pnldiscard
    type: number
    sql: ${TABLE}.PNLDISCARD
  - dimension: pnlef
    type: number
    sql: ${TABLE}.PNLEF
  - dimension: pnlforex
    type: number
    sql: ${TABLE}.PNLFOREX
  - dimension: portfoliocode
    sql: ${TABLE}.PORTFOLIOCODE
  - dimension: portfolioseedid
    type: int
    sql: ${TABLE}.PORTFOLIOSEEDID
  - dimension: portfoliostatus
    sql: ${TABLE}.PORTFOLIOSTATUS
  - dimension: portfoliotype
    sql: ${TABLE}.PORTFOLIOTYPE
  - dimension: processshares
    type: number
    sql: ${TABLE}.PROCESSSHARES
  - dimension: proxy
    type: number
    sql: ${TABLE}.PROXY
  - dimension: prtfsource
    type: int
    sql: ${TABLE}.PRTFSOURCE
  - dimension: qtd
    type: number
    sql: ${TABLE}.QTD
  - dimension: replogo
    sql: ${TABLE}.REPLOGO
  - dimension: rtd
    type: number
    sql: ${TABLE}.RTD
  - dimension: secpendings
    type: number
    sql: ${TABLE}.SECPENDINGS
  - dimension: serverpath
    type: int
    sql: ${TABLE}.SERVERPATH
  - dimension: si
    type: number
    sql: ${TABLE}.SI
  - dimension: smtd
    type: number
    sql: ${TABLE}.SMTD
  - dimension: underrormethod
    sql: ${TABLE}.UNDERRORMETHOD
  - dimension: violation
    type: int
    sql: ${TABLE}.VIOLATION
  - dimension: wtd
    type: number
    sql: ${TABLE}.WTD
  - dimension: ytd
    type: number
    sql: ${TABLE}.YTD
  - dimension_group: aumdate
    type: time
    timeframes:
    - time
    - date
    - week
    - month
    sql: ${TABLE}.AUMDATE
  - dimension_group: closedate
    type: time
    timeframes:
    - time
    - date
    - week
    - month
    sql: ${TABLE}.CLOSEDATE
  - dimension_group: creationdate
    type: time
    timeframes:
    - time
    - date
    - week
    - month
    sql: ${TABLE}.CREATIONDATE
  - dimension_group: inceptiondate
    type: time
    timeframes:
    - time
    - date
    - week
    - month
    sql: ${TABLE}.INCEPTIONDATE
  - dimension_group: initdate
    type: time
    timeframes:
    - time
    - date
    - week
    - month
    sql: ${TABLE}.INITDATE
  - dimension_group: managementdate
    type: time
    timeframes:
    - time
    - date
    - week
    - month
    sql: ${TABLE}.MANAGEMENTDATE
  - measure: count
    type: count
    drill_fields:
    - name
    - evaluationdetails.count

Contents

  • portfolio.view.lkml
  • portfolio.view.lookml