Manipulating Data and Groups

Groups and data can be reorganized and renamed easily from the Portfolio View. Many operations can be performed directly in the portfolio tree using the mouse.

&  For help with using the mouse to drag objects, see Using Drag and Drop.

Moving Data between Groups

To move data from one group to another, use the mouse to drag the data to a new group. While the data is being dragged, the mouse pointer will display an arrow with a data sheet.

Moving Subgroups between Groups

To move a subgroup from one group to another, use the mouse to drag the subgroup to a new group. While the group is being dragged, the mouse pointer will display an arrow with an open group folder.

Ä    Note: To move a subgroup into the middle of a set of subgroups, use the right mouse button when dragging the subgroup. When the right mouse button is released, a context menu will be displayed allowing you to insert the subgroup into the selection location or inserting the subgroup after the selected location.

Copying Data to Multiple Groups

To copy data between multiple groups, use the right mouse button to drag the data to a new group. While the data is being dragged, the mouse pointer will display an arrow with a data sheet. When the right mouse button is released, a context menu will be displayed allowing you to select between moving the data or inserting a copy in the selected location.

Renaming Data and Groups

To rename a data series or group directly in the Portfolio View, select the object you would like to rename, then click again on its name. A cursor will appear in the name allowing you to change it using the keyboard. When you are finished editing the name, press the Enter key.

Removing Data and Groups

To remove a data series or group through the Portfolio View, select the object you would like to remove, then press the delete key. Your action will be confirmed and the object will be deleted.

M   Warning: Before you delete a subgroup, make sure that you no longer need any of 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: If you are removing a data series that appears in multiple groups, only the copies will be removed. As long as the last copy of the data series is not being deleted, the actual data series will not be deleted.

&  For more help with the Portfolio View, see Managing Data with the Portfolio View.