A Level is a Portfolio structural element that helps to group the data in the Portfolio execution process. Specifying levels on the Levels tab prompts the system to add as many columns in the resulting Portfolio instance as there are levels. The level names are used as the headings of the added Level columns in the resulting Portfolio instance.
Note: The system also adds the Portfolio root column with the heading named after the Portfolio object. It is related to the Portfolio root in the Portfolio Structure tree.
The system also generates references for these columns and inserts them into the resulting Portfolio database. The levels are used as criteria for further data grouping in Aggregation instances.
A Portfolio object has a default root level that can branch out into child levels. Each of the child levels can in turn branch out into other child levels, and so on. There can be as many levels in the Portfolio object is necessary for the resulting Portfolio instance. However, too many levels can put undue stress on the system resources.
The Levels tab contains a mini toolbar and a table.
The mini toolbar buttons are grouped according to their purpose. They are identical to the mini toolbar buttons on the Models tab.
Initially, the Levels table is empty. To add a Level entry, click the Add row button to add a new row and specify the settings: Level Name, Description, and Default Value.
Level name is a unique name identifying a Level in the Portfolio object structure. It is displayed as the Level column heading in the resulting Portfolio instance if the Description field is left blank.
Description is a more detailed Level name that is used as the level column heading. It can be left blank.
Default value is a user-defined value that is used for cells that have a null value after the Portfolio execution process.