When you export a portfolio to Excel, by default all the fields in the portfolio are included in the Excel spreadsheet.
However, you can choose to customize which fields will be exported to Excel for your user.
|
|
Not all fields in the created Excel spreadsheet are relevant for all instrument types. Accordingly, if you include all the fields, for any given instrument a number of fields may be empty. |
You control which fields are exported from the Settings window (see Customizing SDX Interest Rates) > Portfolio Excel Display tab.
For more information on exporting a portfolio to Excel see Exporting a Portfolio to an Excel Spreadsheet.
To customize the horizontal view of the Portfolio page:
| 1. | Access the Settings window (see Accessing the Settings Window). |
| 2. | From the View Profile Settings dropdown list select the profile you want to see the settings for. |
| 3. | Click the Portfolio Excel Display tab. |
| 4. | Make any changes to the information you want to include in the Excel spreadsheet for each exported portfolio. |
| 5. | If you are in: |
The SD profile you can save these changes to your MyProfile profile (by clicking the Save as MyProfile button and then clicking Yes) or to a public profile (by clicking the Save as Profile button, entering a profile name and user group, and then clicking Save and then OK).
A public profile you can save these changes to your MyProfile profile (by clicking the Save as MyProfile button) or to the current public profile (by clicking the Save as Profile button and then Save and then OK).
Your MyProfile profile you can only save these changes to your MyProfile by clicking the Save as MyProfile button and then clicking Yes.
The changes are saved.
| 6. | If you want to immediately apply the changes you have made to the current window, click Yes. The changes are applied. |