Modules
Portfolio Dashboard with two step summary and drill down
- Creator:
- byron
- Submitted:
- Mar 25 2006 at 5:03 pm
- Last Updated:
- Apr 4 2007 at 4:30 pm
Download Module
Begin your download of this module (652.2 KB total download).
Description
This dashboard is compatible with standalone viewers.
You can use this Viewer to visually summarize and drill into your positions in two steps. For example, show a breakdown of PNL by Account or PM in a Pie Chart. Then drill into a particular slice of the data such as a stongly performing Account. Within that Account, show a breakout of Market Value, Firm Equity, or PNL by Analyst or PM. Finally, you can drill into the second Pie Graph to show only the positions for the selected Account and PM.
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.