Q2009 Customizing an Overview

Posted by T. Stuart on January 30, 2009, 8:34 pm

Please log in for more thread options

I have several investment accounts in the same file. When I go to
overview, they do not display the same information. One display gives no
option to show the value of the holdings on anything other than the
current date and has no value / performance toggle. How do I modify this?
Also, is it possible to sort holdings alphabetically when in overview?
Thanks.

Posted by John Pollard on January 31, 2009, 12:37 pm

Please log in for more thread options

T. Stuart wrote:

> Also, is it possible to sort holdings alphabetically when in overview?

To sort on any column in the Holdings pane, click on the heading for that
column: "Name" if you want the holdings sorted by security name.

Posted by Ken Blake on January 31, 2009, 12:50 pm

Please log in for more thread options

wrote:

> T. Stuart wrote:

> > Also, is it possible to sort holdings alphabetically when in overview?

> To sort on any column in the Holdings pane, click on the heading for that

> column: "Name" if you want the holdings sorted by security name.

If I may add two points to the above:

1. Sorting by clicking on the heading of a column is a Windows
standard and works in almost all applications. It even works in
Windows Explorer

2. If you click the column heading a second time, it reverses the
sort, from ascending to descending, or vice-versa.

--
Ken Blake
Please Reply to the Newsgroup

Posted by T. Stuart on January 31, 2009, 2:27 pm

Please log in for more thread options

Ken Blake wrote:

> wrote:

>> T. Stuart wrote:

>>> Also, is it possible to sort holdings alphabetically when in overview?

>> To sort on any column in the Holdings pane, click on the heading for that

>> column: "Name" if you want the holdings sorted by security name.

> If I may add two points to the above:

> 1. Sorting by clicking on the heading of a column is a Windows

> standard and works in almost all applications. It even works in

> Windows Explorer

> 2. If you click the column heading a second time, it reverses the

> sort, from ascending to descending, or vice-versa.

Thanks guys but that doesn't work here. In one of the views I have a top
header "RRSP Account Holdings" (Canadian version of Q2009) and only 3
columns "security", "shares" and "total value". The column headers are
not the same as in the other view and clicking on it has no effect.
The view that I am trying to switch to has that facility but how do I
switch between the two?
Appreciate the feedback.