Creating Portfolio Views

Creating Portfolio Views

Use the following procedure to create a portfolio view.

To create a Portfolio View:

  1. Open the dashboard and make changes to the filters or parameters, or select the sheet that you want.

  2. Choose the bookmark icon at upper right, and then choose Add bookmark.

  1. In the Add a bookmark pane that opens, enter a name for the bookmark, and then choose Save. The portfolio is saved, and the dashboard name updates with the portfolio name (at top left).

  1. You can return to the original dashboard view at any time by selecting Original dashboard in the Bookmarks pane at right.

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