Updating Portfolio Views

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.

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