Attribute Aspects
Aspects
Each Attribute may be defined as being one or more of the following aspects:
- Required: investor must supply a value for the Attribute.
- Read Only: Created by an App (see below), the investor sees the data, but can’t edit the data.
- Hidden: Created by an App (see below), the investor does not see the data.
- Filter: Included in AssetView filters.
- Group: Included in the Group view.
- Multi-Choice: Enables multiple values.
The following shows aspects supported for each type:
| Attribute Type | Choice | String | Tag | Classification |
|---|---|---|---|---|
| Is Required | Yes | Yes | Yes | Yes |
| Is Read-only | Yes | Yes | Yes | Yes |
| Is Hidden | Yes | Yes | Yes | Yes |
| Supports Filtering | Yes | No | Yes | Yes |
| Supports Grouping | Yes | No | Yes | Yes |
| Supports Multi-Choice | Yes | No | Yes | No |
Aggregation
Notes about Aggregation by Attributes:
- When Multi-choice Attributes with multiple values are aggregated, the value of an asset is allocated equally across the multiple values.
- When Tag Attributes with multiple values are aggregated, each distinct combination of Attribute values is shown separately. The sum of assets grouped by Tag do not roll up to the portfolio total.