Configure an Analysis View in a Portfolio

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You can configure charts and grids through the chart and grid panes to tailor them to your analysis views.

At the portfolio level, you can choose to publish the view or remove it from use and choose whether other users can customize the view.

To configure an analysis view in 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 an analysis view.
6. On the Edit page, select the chart pane or grid pane you would like to modify, and select Configure.
7. Configure your chart or grid:
   • If you selected a chart, use the Configure Chart wizard to change the properties of the chart.
   • If you selected a grid, use the grid Settings dialog box to change the properties of the grid.
8. In the Portfolio Settings section, configure the following options:
   • Publish View: Select to enable users to access the analysis view from the Published Views page for the portfolio. If disabled, the view will not be displayed.
   • User Customization: Select to allow a user with the appropriate privileges to customize the analysis view while viewing data.
9. Select Save.

This setting is used in the following apps: