From here you will be presented with the screen shown above. On the left-hand side you can then add, delete, and reorder individual columns.
- When adding columns, a box will show all the options available. Under the “Filters” heading you can search individual columns in the “Measure Name” field or filter parameters by Tags using the “Measure Tags” drop down. Click “Add Columns” once you have found the parameter you are looking for.
- To delete columns, click the squares to the left of the parameter(s) you want to delete. Once selected, click “Delete selected columns” under “Tasks”.
- Finally, to reorder columns, click the square to the left and then click on the circle to the right of the parameter for where you want the data to be. To move something to the very first column, click on the circle next to the “Reorder to” title. Unlike deleting columns, reordering can only be done to one column at a time. Click “Reorder Selected Columns” once you are ready.
- Once you are happy with your new Grid, simply hit “Save Changes” and the Grid will now be available under the Grids tab.
To apply a Grid you will need to load the Portfolio of customers that you wish to apply it to. Once in the Portfolio click on the “Grids” tab and select the Grid you want to apply from the drop down.
For more help please contact our team: RiskfactorEnquiries@equiniti.com