Pivot Investments by Details Panel Attribute

Sheila has entered details for each line item on the Details panel. She now wants to have the line items displayed not according to the hierarchy structure, but sorted according to these details, for example according to the assigned target group. She can do so with the Group By filter.

  1. On the Investments tab, click the Group By drop-down menu in the upper right corner.

  2. Select your attribute.

Your investments will regroup according to the selected attribute. An Unclassified section will appear at the bottom of the investment plan if any investments are missing Details panel inputs when using the Group By filter.

Best Practices

You can easily tag unclassified investments while using the filter with the appropriate attribute by clicking on the Details panel icon and choosing your input. The screen will then refresh and your investments will automatically be sorted according to the corresponding attribute.