Modify Group Dialog: Subgroups
The Modify Group Dialog allows you to analyze and change the properties associated with a portfolio or portfolio subgroup. The Subgroups page allows you add and delete subgroups to the selected group.
& For help with groups, see Managing Data with the Portfolio View.
Creating a New Subgroup
To create a new subgroup, press the New… button. This will display the Create Subgroup Dialog where you can indicate the name of the new subgroup.
Changing the Display Order of Subgroups
To change the display order of the subgroups, select a subgroup in the list, then press the Slide Up or Slide Down buttons to move the selected subgroup. You can also use the mouse to drag the subgroups to a new position in the list.
& For help changing the order of items in a list, see the help for Orderable Lists.
Deleting an Existing Subgroup
To delete an existing subgroup, select the subgroup in the list, then press the Delete button. Your action will be confirmed and the subgroup will be deleted, along with any subgroups or data series in it.
M Warning: Before you delete a subgroup, make sure that you no longer need the data series in it. After deleting a data series, you will not be able to get it back without using the steps you used to create it.
Ä Note: To delete a single data series without deleting the entire group, exit from this dialog and use the context menus in the Portfolio View.
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 Subgroups property page appears when you select Modify Subgroups… from the context menu for the portfolio or a portfolio subgroup in the Portfolio View. It also appears when the Create / Modify Subgroups button is selected on the Name page.