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click on “Edit” icon in Measure row. The Measures are the LP PM input Measures, in other words the target measures.
Complete the “Create custom mapping” wizard
Choose single fund or add multiple funds
Select from drilldown “Mapped Canoe Components” the measure from the Canoe Source data model
Press “create mapping” button
Optional: Change “Canoe Data Type 1” to YTD, QTD, ITD
Optional: flip operator from positiv to negative in “Operation 1”
Optional: change weighting to adjust the '000 format
Load to “LP PM” button to start the load and transformation from the Canoe Source data model to the LP PM model
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Map Check 2
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Canoe Data Type 2
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Operation 2
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Canoe Staging Transform Measure 2
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Edit
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Measure
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Canoe Data Type Default
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Manual Input
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Map Check 1
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Canoe Data Type 1
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Operation 1
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Canoe Staging Transform Measure 1
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Edit
Source Data
| Info |
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Displays the available account statements and mapped value fields for the selected fund and quarter. Clicking 'reload documents' will perform a manual live refresh from Canoe for the selected fund and quarter only. |
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