Value List Variable for X-Axis

This section describes how to set goals for an Investor map in which the x-axis category uses a values list.

  1. Click Portfolio in the menu bar and choose Goals.

    Or

    Double-click the Sum/Balance title bar of the Investor map.

    The Goals dialog box appears.

Related Topics

Option 1: Define Goals for a Total Portfolio Goal with Bucket's Sum and Balance Goals

Option 2: Define the Bucket's Balance

Option 3: Define Only a Total Goal for the Portfolio



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Last Published Tuesday, November 19, 2024