The menu bar located across the top of the Portfolio Viewer screen includes the following menus.

The File menu is used to manage the currently used Portfolio object. 

  • Open Portfolio opens the Select Portfolio dialog box with the list of existing resulting Portfolio instances. You can select one to open it. A resulting Portfolio instance open at the moment will be closed. 
  • Edit Portfolio opens the Portfolio Setup screen displaying the respective Portfolio object properties. 
  • Exit closes the Portfolio Viewer screen. 

The View menu is used to view and analyze the data of the resulting Portfolio instance. 

Set Font in Spreadsheet opens the Setup dialog box, which is used to specify the font (e.g. Arial, Times New Roman) and font size (e.g. 10 point, 12 point) of the data displayed in the worksheets. 

Data Loading Speed opens the Setup dialog box, which is used to set an optimal speed for loading data from the database. This setting depends on several factors, such as the database connection, the form in which data is stored in the database, and computer power. 

Reload Data updates the data displayed in the active worksheet. Reloading is required when data is out of date for some reason, for example, another resulting Portfolio instance is opened or new conditions are specified. In this case, the name of the command turns into “Apply changes and refresh (needed)”. 

Interrupt data loading cancels the process of loading or reloading data. The command is unavailable if there is no data being loaded. 

Automatically resize condition panel defines whether to expand the condition panel automatically to show a newly added condition record (if the checked). 

Choose drill-down organizes data according to various levels of detail, which involves specifying aggregated functions and focusing on particular columns. 

Note: Before using this function, you must specify at least one aggregated function in the Header Manager window1. For information about how to use this function, see Choose drill-down in Chapter “Worksheet panel”. 

View data as a chart graphically visualize numeric data displayed in the active worksheet. (When you click this command, the Chart Fields dialog box opens to choose the columns which data will be plotted.) You can print the resulting chart or save it to a .jpeg or .pdf file. The command is unavailable if the active worksheet is empty. 

Enable Tree View allows opening a pane displaying the currently used Portfolio nodes tree related to which the resulting Portfolio instance is built. The pane opens in the worksheet panel, and you can click the hierarchy nodes in this pane to see the respective data in the worksheet (the worksheet is updated dynamically). 

Note: This function is only applicable if the hierarchy consists of two or more nodes. In addition, the pane does not open automatically upon selecting the command—you need to close the Portfolio Viewer screen and then open it again. 

Drill-down to the previous level opens the Data Source Adjustments screen2 where the worksheet stores the data underlying the content of the active worksheet of the Portfolio Viewer screen. That is, you can see the data one level deeper. The command is unavailable if the active worksheet is empty. 

Note: To drill down to particular rows, you need to select the corresponding rows in the worksheet of the Portfolio Viewer screen. Otherwise, to see all the underlying data, select the Total row in the worksheet. 

Display DELTAs as percentage defines whether to express the difference between two values in percent or numerically. 

The Edit menu is used to re-organize and adjust the data of a Resulting Portfolio instance (see the following figure). 

Copy selected cells to clipboard copies the values from the cells selected in the active worksheet to the Clipboard. The command is unavailable if the worksheet is empty. 

Add column headers when copying to clipboard defines whether to copy the names of the respective columns to the Clipboard when the values from selected cells are copied (see the previous command). 

Find in spreadsheet opens the Find dialog box to search through the active worksheet for every occurrence of a specific character or string. The command is unavailable if the worksheet is empty. 

Find next searches through the active worksheet for the next occurrence of the specified character or string (see the previous command). The command is unavailable if the worksheet is empty. 

Insert condition or grouping opens a list of predefined functions to narrow down the data displayed in the active worksheet via conditions. When you select a function from the list, the respective condition record appears in the condition panel. This record is available for modifying. For information about the rules of specifying conditions, see the “Logical conditions” document3. 

Note: Upon specifying conditions, you need to update the content of the worksheet in order for these conditions to take effect. 

Delete selected condition deletes the condition record currently selected in the condition panel. The command is unavailable if no condition record is selected. 

Copy conditions to clipboard copies all the condition records currently displayed in the condition panel to the Clipboard. The command is unavailable if there is no condition record in the condition panel. 

Copy selected condition to clipboard copies the record currently selected in the condition panel to the Clipboard. The command is unavailable if no condition record is selected. 

Paste conditions from clipboard paste the content from the Clipboard to the condition panel (the format must be appropriate). 

Validate values in condition defines whether the system needs to verify the specified conditions. 

Help on using conditions opens the “Logical conditions” document, which provides the information about available functions for specifying conditions used to filter data displayed in the worksheet panel. 

Manual adjustments opens the Data Source Adjustments screen to modify the data of the underlying DataSource instance. (This data corresponds to the content of the active worksheet of the Portfolio Viewer screen.) 

Note: To display only particular rows on the Data Source Adjustment screen, you need to select the corresponding rows in the worksheet of the Portfolio Viewer screen. Otherwise, to display all the rows, select the Total row in the worksheet. 

The Reports menu is used to print and export the data available on the screen.

The print report prints the data displayed in the active worksheet. Before printing, you can adjust the page settings, such as paper size, orientation, and font. 

Print preview opens the Print Preview window to show what exactly will be printed if you use the previous command. Using the Print Preview window, you can print the data or save it to a .pdf file. 

Export to Excel saves the data displayed in the active worksheet to a Microsoft Excel file. 

Export to PDF saves the data displayed in the active worksheet to a .pdf file. 

The Tools menu is used to apply additional functions on the screen. 

The header manager opens the Header Manager window to specify aggregation parameters, such as aggregated functions and sort order, for the data in the active worksheet. 

Re-arrange viewer windows move the worksheet panes back into their default arrangement if these panes have been relocated. This function is only applicable if the Portfolio object is based on the DataModel hierarchy consisting of at least two nodes. 

The Help menu provides you with information about the open screen and the product version. 

Help on using this screen opens the document dealing with the Portfolio Viewer screen (this document). 

About opens the Infobox displaying information about the current ControllerView® version and build.