1-create-instruments.sql

-- ============================================================
-- Description:
-- In this file, we load instrument data from the Excel sheet
-- ============================================================

-- Load worksheet from Excel file which contains instrument data

@instruments_data = use Drive.Excel
--file=/luminesce-examples/simplified_valuation_data.xlsx
--worksheet=instruments
enduse;

-- Run instruments transformation

@instruments_for_upload = select
name as DisplayName,
figi as Figi,
currency as DomCcy,
'RunValuation' as Scope
from @instruments_data;

-- Upload the transformed data into LUSID

select *
from Lusid.Instrument.Equity.Writer
where ToWrite = @instruments_for_upload;