Modify Group Dialog: Data Fields
The Modify Group Dialog allows you to analyze and change the properties associated with a portfolio or portfolio subgroup. The Data Fields page allows you to add new fields, as well as modify and delete existing fields in the selected group.
In addition to working with the data fields defined for the selected portfolio or subgroup, placeholders are provided for the data fields in any underlying data series. This is useful for modifying the display format of fields sharing a common name or deleting those fields.
If no data series are currently included in this group, no options will be available from this page.
Understanding Group-Level Data Fields
There are two types of fields displayed on this page.
· Overlays of Fields Defined at Other Levels
Typically, the majority of the fields that are displayed on this page are defined for specific data series. For example, raw data fields such as High, Low, Open, and Close are all defined for each data series individually. In addition, much of the processing and predicting that you perform will be on a data series-by-data series basis. However, all of these fields are listed here. This allows you to perform actions against all of the fields in a group with the same name. For example, you can delete all of the fields with a certain name. You can also create calculations and predictions for an entire group using fields common to all of the data series in that group.
· Group-Level Field Definitions
The other type of field that is displayed on this page are fields that are defined for this group. For example, you can create a calculation or prediction for all of the data series in this group. Even after it is created, the definition remains at the group level. This allows you to make any modifications to this definition in only one place. It also ensures that if new data is added to this group, any definitions for the group will be applied to that new data.
Working with Fields
To create a new field for every data series in the selected group, press the New… button. This will display the Create a Field Wizard where you can define the properties of the new field.
Ä Note: If you only want a field to apply to a few of the underlying data series, consider creating the new field only on those data series or placing those data series in a subgroup and creating the field there.
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.
Ä Note: The copy option is only available for definitions for the entire group.
Ä Note: The training weights associated with predictions will not be copied when a group prediction is copied.
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 in all of the underlying data series.
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.
& 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 Portfolio Dialog and Modify Group Dialog have the following property pages.
This page allows you to change the name of the selected group, as well as providing you with several quick actions to perform on it.
This page allows you to add new fields, as well as modify and delete existing fields in the selected group.
This page allows you to add and delete subgroups to the selected group.
0 Display
This page allows you to add, delete, and reorder the fields that are displayed in the Portfolio View for the selected group.
& For help using property pages, see the 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 the portfolio or a portfolio subgroup in the Portfolio View. It also appears if the Modify Field Properties toolbar button is selected when the portfolio or a subgroup is selected or when the Create / Modify Fields button is selected on the Name page.