Modify Data Series Dialog: Data Fields
The Modify Data Series Dialog allows you to analyze and change the properties associated with a data series. The Data Fields page allows you to add new fields, as well as modify and delete existing fields in the data series.
Working with Fields
To create a new field, press the New… button. This will display the Create a Field Wizard where you can define the properties of the new field.
To modify an existing field, select the field in the selection tree, then press the Modify... button. This will display the Modify Field Dialog. You can also modify a field by double-clicking the field name in the selection tree. If multiple fields are selected, the button will display Modify Multiple… and go to the Modify Multiple Fields Dialog.
To make a copy of an existing field, select the field in the selection tree, then press the Copy button. This will create a copy of the definition of the field. For predictions, the current training weights will be copied, as well.
Ä Note: If a definition for an entire group is copied, the copy will be made for the local data only. To copy the definition for the entire group, use the Modify Group Dialog: Data Fields page Copy button.
To delete an existing field, select the field in the selection tree, then press the Delete button. If the field is not currently being used for other calculations, your action will be confirmed and the field will be deleted.
M Warning: Before you delete a field, make sure that you no longer need it. After deleting a field, you will not be able to get it back without using the steps you used to create it.
Ä Note: Fields that are currently being used by other fields and fields that are currently being used by the Solution Service cannot be deleted.
& For help using the selection tree, see the help for Selection Trees.
What Do I Do Next?
When you are finished making any changes, press the Close button or select another property page.
Additional Property Pages
The Modify Data Series Dialog has the following property pages.
This page allows you to change the ticker and display names for the data series, as well as providing you with several quick actions to perform on the data series.
This page allows you to adjust the trading settings associated with this data series.
This page allows you to add new fields, as well as modify and delete existing fields in the data series.
This page allows you to analyze and retrain prediction fields for the data series.
This page allows you to compare and analyze signal fields for the data series.
This page allows you to manage previously saved chart and spreadsheet views for the data series.
& For help using property pages, see help for Property Pages.
How Did I Get Here?
The Data Fields property page appears when you select Modify Fields… from the context menu for a data series in the Portfolio View. It also appears if the Modify Field Properties button on the toolbar is selected when a data series is selected or when the Create / Modify Fields button is selected on the Name page.