The Category Trend dialog box is accessed through the scorecard by selecting the relevant category's title cell.
To access the category trend:
- Right-click the category column header. A drop-down list is displayed.
- Click Category Trend. The Category Trend dialog box is displayed.
Note: When entering the Category Trend dialog box for the first time in a specific category, the Category Trend Options dialog box is displayed automatically. This prompts you to determine the parameters according to which you wish to view the portfolio's performance in the specified category. For more information on the Category Trend Options dialog box, refer to Defining Parameters for Category Trend.