Displaying Values and Indicators

In the Scorecard, you can display category values as actual values, as symbolic color-coded indicators, or both. Values provide you with precise, detailed, alphanumeric information about the category. Indicators provide an instant overview of the category's performance. This is useful for spotting trends within the portfolio of investments.

To choose the display of values and indicators:

  1. Right-click the required column header.
  2. From the pop-up menu, select one of the following options:
    • Show Value: The column displays the values.

      Note: A dash "-" in a cell represents "no value".

    • Show Indicator: The column displays the indicators.

      Note: A dash "-" in a cell represents "no indicator".

    • Show Both: The column displays both the values and the indicators.

      Notes:

      • If a category is defined as "only values" or "only indicators", the popup menu displays No Toggle Available.
      • This option is not available for the Life Cycle category.

Related Topics

Scorecard Menus

Current Portfolio Menu

Portfolio Menu

Item Menu

Category Menu

Data Cell Menu



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Last Published Thursday, December 10, 2020