Versions Compared

Old Version 13

changes.mady.by.user David Eschbach

Saved on

compared with

New Version Current

changes.mady.by.user Marcus Brändle

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

This page describes the features of a segmentation. See also Best practices to use Segmentation for a more in depth discussion about how to use segmentations.

Note

  • Syntax of rule language

  • Security?

Types of segmentations

Type

Description

Base Segmentation

Base segmentations like currency, country, asset class are typically delivered by the source systems (e.g. a portfolio management system) and are described by a source API segmentations delivering

  • the native order of the segments

  • the structure of a multi-level segmentation (tree)

Derived Segmentations

In reporting we typically don’t want to list all currencies invested but a rather more optimised break down to populate a table or chart., e.g. CHF, USD + next 3 largest currencies + a rest segment (aggregating all other currencies).

Derived segmentations allow features like grouping, ordering, selection of segments on top of base segmentations or even other derived segmentations.

  • mostly stored, reuse them by name

  • create ad-hoc by modifiers (segmentationId<6)

...