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

Updating Portfolio Views

PreviousCreating Portfolio ViewsNextRenaming Portfolio Views

Last updated 1 year ago

Updating Portfolio Views

At any time, you can change a portfolio view and update it to always reflect those changes.

To update a Portfolio View

  1. Open the dashboard and make needed changes to the filters or parameters, or select a sheet.

  2. Choose the bookmark icon at upper right.

  3. In the Bookmarks pane that opens, choose the context menu (the three vertical dots) for the bookmark that you want to update, and then choose Update.

    A message appears, confirming the update.

The bookmark icon
The context menu (three vertical dots)