Dimension DFS Guide-DFS Setup Assistance

Example

Assisting in the creation of a custom DFS to import bond prices from external sources like Bloomberg or Reuters. The guide provides detailed instructions on configuring base filters, setting up field mappings, and defining pre-run functions to ensure accurate data import.

Scenario

A financial analyst at an investment bank needs to import daily bond prices for analysis. Using Dimension DFS Guide, they set up a DFS that automatically formats incoming data files, maps bond identifiers correctly, and applies necessary currency conversions before importing into SCD.

Example

Providing solutions for common import errors and performance bottlenecks. For instance, optimizing data import by adjusting reformat functions to skip unnecessary records and enhance the efficiency of the data import process.

Scenario

An SCD administrator encounters errors during data import due to incorrect date formats. The Dimension DFS Guide offers solutions to adjust the import translations for date fields, ensuring successful data imports.

Example

Guiding users through the process of setting up complex import translations and formulas for specific data manipulation needs, such as converting exchange rate formats or calculating adjusted prices.

Scenario

A portfolio manager needs to import and adjust stock prices for dividend payments. The guide helps them add formulas within DFS to calculate adjusted prices based on the dividend data imported alongside the stock prices.