Add an Analysis View to a Portfolio

Video

Add an analysis view to create a meaningful display of portfolio budget plan scenario data. When adding an analysis view, you can select a view type to specify the arrangement for the charts and grids included in the view. You can associate and use analysis views with any of your budget plans

To add an analysis view to a portfolio:

1. In the object selector, select  Portfolio, and then select View Portfolios List.
2. Select a portfolio name.
3. From the  Main Menu, select  Summary & Settings.
4. On the Summary & Settings page, select Analysis Views.
5. Select  Add View , and select a type.

   Note: In the Add View list, select Associate Existing View to associate other analysis views in the workspace with your portfolio.

6. In the Name dialog box, enter a unique name for the analysis view.
7. Select OK.
8. Select Save.

Tips

• When editing an analysis view, select the Change Type menu on the View tab, and select a type to change the layout of the view after you have created it.

This setting is used in the following apps: