Figures and Effects
Consistency rules
- all figures used in positions or breakdowns are declared under metadata including all figures used as effects of another figure
Figure Definition
| Attribute | Description | Type |
|---|---|---|
| (id) | The json element name will be the figure id | string |
| figureDescription | optional description of the figure to reduce ambiguitiy | string |
| aggregationMethod | optional configuration of the aggregation method used to aggregate the values from positions to segments and portfolios
| string |
Figure Values
Each portfolio, position, segment, breakdown can have a structure called "figures" containing the figures as follows:
| Attribute | Description | Type |
|---|---|---|
| (id) | The json element name will be the figure id | string |
| value | optional value for the figure A missing value element will be treated as a null value | number |
| aggregationWeight | optional weight used for a figure having the aggregationMethod "weightedAvg". A missing weight will be treated same as weight = 0.0 | number |
| effects | optional list of effects that further explain the value of the figure | array of figure |
Effects
To better use the effects explaining a figure we need two further attributes defined in an analysis:
| Attribute | Description | Type |
|---|---|---|
| effects | the list of effect ids that are used to drill into the figures used in the analysis the order of effects in the list is relevant | array of string |
| effectAggregation | to aggregate effects to a more coarse grained effect (e.g. "other effects") we can have the same aggregationMethods as for a figure. If this information is missing it is assumed the effects can't be aggregated (same as effectAggregation = none). | string |
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