Modules
Basic Portfolio Report
- Creator:
- byron
- Submitted:
- Jun 14 2006 at 4:11 pm
- Last Updated:
- Apr 5 2007 at 5:19 pm
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Description
This application filters portfolio data from Excel and then presents the positions in a Table. You can change the filter threshold from the Viewer as well as summarize and present the filtered positions in a pie graph report. To view the positions making up a given category, click on a pie-slice and then click the button ‘Show drill-down rows in a Pop up’. You can configure which columns to show in this report directly from the report.
You will build this application in the tutorial: http://protosw.com/products/financial/getting-started