Numeric or Date X-Axis

When the category that is being used for the X-axis of the Investor map uses numeric or date values, the number of strategic buckets in the Investor map is not necessarily determined by the category definitions, but rather it can be defined separately for each map/portfolio combination. This is reflected in the map, but in no way affects the portfolio. This can be accomplished in one of two ways:

Related Topics

Setting Goals Directly in the Investor Map

Merging Two Strategic Buckets

Setting Goals in the Goals dialog box



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Last Published Tuesday, November 19, 2024