Design Lab (Full Course)
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Course Description
Design Lab is a best-in-class reporting tool that can be leveraged by Solovis clients to create report templates that include data sourced from Portfolio Analytics. Learn how to use this reporting tool in this course.
Course Curriculum
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1
Introduction to Design Lab
10:45 -
2
Add Content to Reports
32:45-
Adding Pages to Reports
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Report Properties & Page Properties
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Add Content to Reports (Solovis Charts)
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Chart Frequency & Partial Period Settings
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Add Content to Reports (Solovis Tables)
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When to Use a Multi-Page Section in a Report (e.g., Tables with Extensive Data Rows)
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How to Adjust the Selected Columns in a Solovis Performance Table
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Adjusting a Table's Properties for Formatting & Display Purposes (Scale Data, Customize Portfolio Name, Sort Order, Title, Header Labels, & Sort Order)
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How to Adjust Grouping Options (Customize Levels) and Benchmark Options: Tables & Charts
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How to Adjust Data Labels & How to Customize Series Labels in Chart Legend
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How to Add Point Labels & Adjust the Point Label Format in Charts
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How to Adjust the Date Label Format in a Date Axis
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Solovis Data Options
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Portfolio Selection & Application to Solovis Data within Reports
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Adjusting Portfolio Selection (Report Configuration, Page Configuration, Chart/Table Products & Parameters)
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3
Custom Text & Headers/Footers
07:39 -
4
Miscellaneous (Export Report, Manage Templates, Image Library)
02:23