You can set the data version used to populate the scorecard for the portfolio. The Select a Version pop-up window includes an All tab and a Search tab. In the All tab, versions are organized in a hierarchy. In the Search tab, enter letters that appear in the name of the version you are looking for.
A single clock symbol indicates a version and a folder
indicates a folder of versions. You can resize and scroll the Select a Version pop-up window to select a version for the scorecard.
To set the data version used to populate the scorecard for the portfolio:
- Click in the Data as of field. The Select a Version pop-up window appears.
- Select a version from the list of recently viewed versions, search, or browse for a version to apply to the scorecard.
- The data shown in the scorecard will be refreshed as of the date of the version. The version (Data as of) field and all areas now showing versioned data as a result of this selection are shaded with a standard neutral peach color.
Note: When any field or component is pre-configured with a version, that field or component will always be displayed with the Data as of that version, and will not change as a result of selecting a different version in the Select a Version popup. The background of these fields and components will be the regular background color. Only areas showing versioned data as a result of the end-user selecting a version in the Select a Version popup are colored using a standard neutral peach color.