User Guide & Tutorials
  • Introduction to Alt/Finance
  • Viewing Visual Dashboard
    • Viewing visual details (Reader)
    • Scrolling through visual data (Reader)
    • Focusing on visual elements (Author)
    • Exporting data from visuals
  • Email Alerts & Notifications
    • Sign up for dashboard emails
    • Sign up for anomaly alerts
  • Portfolio Views
    • Creating Portfolio Views
    • Updating Portfolio Views
    • Renaming Portfolio Views
    • Set Default Portfolio View
    • Sharing Portfolio Views
    • Deleting Portfolio Views
  • Exporting & Printing
    • Exporting report as PDF
    • Exporting to a CSV
    • Printing a report
  • Supported Browsers
  • Attributions
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  1. Portfolio Views

Creating Portfolio Views

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Last updated 1 year ago

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.

The bookmark icon
Dashboard showing named bookmark