Displaying Data in a Spreadsheet

 

Data is displayed in a spreadsheet using a Spreadsheet View. All of the fields for a single data series are display in a Spreadsheet View.

 

&  For a step-by-step introduction to this topic, see the tutorial called Displaying Spreadsheets.

Opening a New Spreadsheet View

There are several ways to open a Spreadsheet View for a data series.

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·      From the Menu and Toolbars

A new Spreadsheet View can be opened using the Display Spreadsheet button in the toolbar or Display Spreadsheet in the View menu. Selecting either of these items will display the Display Spreadsheet Dialog to allow you to select which fields to display.

·      From the Portfolio View

Any data series in the Portfolio View can be displayed in a spreadsheet using a context menu. Requesting a spreadsheet for a data series will display the Display Spreadsheet Dialog to allow you to select which fields to display. In addition, a spreadsheet for any Display Field in a data series can be displayed from the context menu for the displayed value.

·      From a Chart View

The values that are being graphed in a Chart View can be displayed in a spreadsheet using the context menu for any of the chart fields. Selecting this option will display the Display Spreadsheet Dialog with the fields currently in the chart pre-selected.

·      From the Modify Field Dialog: Overview page

The values of a field can be displayed in a spreadsheet using the Display in Spreadsheet button on the Modify Field Dialog: Overview page.

 

&  For more help with the Spreadsheet View, see Displaying Data in a Spreadsheet.

Displaying Data With Different Periodicities

&  For information about working with different periodicities, see Understanding Periodicity.