Vision Portfolio Management FAQ: Model Data

Goal

To track several model scores about a company over time by using Excel or the VAdmin interface.

Description

DataRecord classes are used to manage sets of related information about a specific entity. These classes provide a way to organize data about an entity into manageable substructures. DataRecord instances are normally accessed via a property defined at the Entity instance with which it is associated.

DataFeed Assumptions

DataFeed	Fields
ModelDataFeed	id, date, model1,model2, model3

Using Excel to load model data

1. Create the DataRecord, ModelData

   1. Select Create DataRecord from VUpload menu
   2. Enter ModelData as the new DataRecord type
   3. Select DataRecord from the From List Box
   4. Select Company from the Link To Entity... list box
   5. Enter modelData in the access via: text box.
   6. Select Time Series to indicate that the model data varies over time.
   7. Select OK

   The feed ModelDataFeed has been created, which is found in the Entity Extender feed category.

2. Creating Properties for ModelData.

   1. In this example, you are defining the properties model1, model2, and model3 for ModelData. Set up the spreadsheet to look like the following. Note that the feed name is in the top left of the range.

              PropertySetup
      
        classId         Property      tsflag    datatype
        ModelData       model1        N         Number
        ModelData       model2        N         Number
        ModelData       model3        N         Number
      

      Note that if you want to explicitly limit the type of value to integer or non integer numbers, use the dataType of Integer or Double.

   2. Select the entire range, including the feed name.

3. Creating ModelRecord Instances For Companies Over Time

   1. Assuming that you have already loaded the CompanyMaster, set up the spreadsheet to look like the following example:

        id      date    model1  model2  model3
        ibm     9710    4.9     4.7     4.6
        ibm     9711    4.3     4.8     4.2
        ibm     9712    4.3     4.2     4.9
        gm      9710    8.4     8.5     8.9
        gm      9711    7.9     8.1     8.5
        gm      9712    8.3     8.5     8.3
      

   2. Select the range.
   3. Select Upload Data from the VUpload menu.
   4. Select the category EntityExtender and the feed name ModelDataFeed.
   5. Select the Range button.

4. Access the Data
   1. set up the spreadsheet to look like the following example:

                modelData model1        modelData model2
        ibm
        gm
      

   2. Select the range.
   3. Select Set Defaults from the Vision menu.
   4. Enter Company as the EntityType.
   5. Select Get Entity By Item Data from the Vision menu.

      The output will look similar to the following example:

                modelData model1        modelData model2
        ibm     4.3                     4.2
        gm      8.3                     8.5
      

      Your Extraction is complete.

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Using VAdmin to load model data

1. Create the DataRecord, ModelData

   1. Select Add New DataRecord from the Schema menu
   2. Enter ModelData as the new DataRecord type
   3. Select DataRecord from the Based on DataRecord List Box
   4. Select Company from the Link To Entity... list box
   5. Enter modelData in the Link Property: text box.
   6. Select Time Series to indicate that the model data varies over time.
   7. Select OK

   The feed ModelDataFeed has been created, which is found in the Entity Extender feed category.

2. Creating Properties for ModelData.

   1. In this example, you are defining the properties model1, model2, and model3 for ModelData. Set up a text file look like the following. Each column should be seperated by a tab.

        classId         Property      tsflag    datatype
        ModelData       model1        N         Number
        ModelData       model2        N         Number
        ModelData       model3        N         Number
      

      Note that if you want to explicitly limit the type of value to integer or non integer numbers, use the dataType of Integer or Double. Save the File (ie property.txt) and put it in the /localvision/upload/feeds directory.

   2. Select the file name from the Pending DataFeeds list box
   3. Select the category PropertySetup from the DataFeeds list box
   4. Select the feed PropertySetup.
   5. Select the Update button.

3. Creating ModelRecord Instances For Companies Over Time

   1. Assuming that you have already loaded the CompanyMaster, set up a tab delimited text file to look like the following example:

        id      date    model1  model2  model3
        ibm     9710    4.9     4.7     4.6
        ibm     9711    4.3     4.8     4.2
        ibm     9712    4.3     4.2     4.9
        gm      9710    8.4     8.5     8.9
        gm      9711    7.9     8.1     8.5
        gm      9712    8.3     8.5     8.3
      

      Save the file and put it in the /localvision/upload/feeds directory.

   2. Select the file name from the Pending DataFeeds list box.
   3. Select the category EntityExtender and the feed name ModelDataFeed.
   4. Select the Update button.

4. Access the Data in Excel
   1. Open Excel
   2. Set up the spreadsheet to look like the following example:

                modelData model1        modelData model2
        ibm
        gm
      

   3. Select the range.
   4. Select Set Defaults from the Vision menu.
   5. Enter Company as the EntityType.
   6. Select Get Entity By Item Data from the Vision menu.

      The output will look similar to the following example:

                modelData model1        modelData model2
        ibm     4.3                     4.2
        gm      8.3                     8.5
      

      Your Extraction is complete.