Create a Committee Wizard: Select Fields

Modify Field Dialog: Committee Fields

This dialog appears in several forms. The Create a Committee Wizard allows you to combine the signals or values of several fields into one value for a data series or for all data series in a portfolio or group. The Modify Field Dialog allows you to modify the properties of a previously created field. This page allows you to select the fields that make up the committee.

The output of a committee is a field that represents the average value of all of the member fields. The average can be weighted by giving individual member fields multiple votes, causing it to have more influence on the final value.

Ä    Note: Fields that are currently being used by the Solution Service cannot be modified.

Adding Fields to a Committee

To add a new field to the committee, use the following settings, then press the Add To Committee button. This will cause the new field to appear in the current field list with the specified number of votes and allow you enter additional fields. You can also add a field to the committee by double-clicking a field name in the selection tree.

¨    Selection Tree

Use the selection tree to select a field from this data series or any data series in the portfolio.

&  For help using the selection tree, see the help for Selection Trees.

¨    Number of Votes

This value indicates the number of votes that a field should receive in the committee. Giving a field multiple votes has the same effect as adding the field multiple times.

Ä    Note: If you add the same field multiple times, the number of new votes will be added to the current number of votes for the existing entry.

Changing Committee Members

To modify the number of votes a specific committee member has, select the field in the current field list, then press the Modify Selection… button. This will display the Modify Committee Member Dialog. This dialog can also be used to modify the processing of signals in committees.

To remove a field from the committee, select the field in the current field list, then press the Remove Selection button.

Optimizing Committees of Signals

Committees of signal fields can have the votes associated with each member optimized using genetic optimization. This option sets the number of votes for each signal to have the best results over a given optimization range, which should provide improved results for other data, as well.

þ    Optimize Voting Now

This option indicates that optimization should be run. If this is a new committee, the optimization will begin when the wizard is completed. If this is an existing committee, the optimization will begin when the OK button is used to exit the dialog.

Ä    Note: If this is a field defined for an entire group, optimization cannot be turned off for this field once it has been used.

Ä    Note: When modifying an existing field and optimization is selected, it cannot be deselected after leaving this page except by pressing the Cancel button to leave this dialog.

p    Optimization Options…

This button will display the Signal Optimization Settings Dialog which allows you to set the date range and criteria to use for optimizing the committee.

&  For help with optimizing fields, see Optimizing Signals and Predictions.

What Do I Do Next?

If you are creating a new field, press the Next button to continue on to the Select Name page. If you would like to exit the Wizard without creating a new field, press the Cancel button. If you would like to create a different type of field, such as a calculation or prediction, press the Back button to return to the Create a Field Wizard: Select Type page.

Ä    Note: At least one field must be in the committee before you can continue.

If you are finished updating the properties of a previously created field, press the OK button to save your changes or select another property page. If you would like to exit from this dialog without performing any changes, press the Cancel button.

Additional Property Pages

The Modify Field Dialog has many different property pages that will be displayed as is appropriate for the type of field being modified. For information on the other property pages available, see the help for the Modify Field Dialog.

How Did I Get Here?

The Create a Committee Wizard appears when you select to create a committee field from the Create a Field Wizard: Select Type page. It also appears when you select the Add Committee Field button from the Fields toolbar.

The Modify Field Dialog appears when you select to modify or analyze the selected field from the Modify Data Series Dialog or the Modify Portfolio/Group Dialog. It is also displayed when you select Modify Field… from the context menu for a field in a chart or spreadsheet.