Modules
Dashboard 103
- Creator:
- byron
- Submitted:
- Mar 25 2006 at 3:28 pm
- Last Updated:
- Apr 4 2007 at 2:50 pm
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Description
This dashboard is compatible with standalone viewers.
You can use this Viewer to get a snapshot of your top and bottom positions by any numeric metric Market Value, % of Equity, Quantity, etc. There is a deeper Exposure report to show you the total Long, Short, Gross, and Net positions for a particular category of positions which you can select. For example, see Exposure broken out by PM, Trader, Account, or Strategy. Dril into each of these rows to show the positions relevant to the selected group.
To use, open the module and choose “Data Loading Panel” from the “View” dropdown in the upper left corner. Use this panel to load your data. Hovering the mouse pointer over controls will show tooltips that should help you. Create a mapping by choosing a column from your source data and a target column and click “Add Mapping”. Once you’ve set up all your mappings, choose “Reports Panel” from the “View” dropdown. Everything here is pre-configured, but you can change any of the settings to customize your view.