Customized comparable analysis views with My View

Modified on Mon, 10 Aug, 2020 at 4:33 PM

With My View, you can create customized comparable analysis tables directly on the web as you would do in Excel.

 

Access customized views

A customized view is defined by a display template. A display template corresponds to a set of data items from the Infront Analytics platform shown as columns in the data table.

Select the Display Template menu option under My View to access your customized views. The current view is based on the selected company (if applicable), the active list, and the template selected in Active Template.

 

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When no user-defined template has been created, a default template called Default Template is used. This template can be modified but cannot be deleted.

 

Build new customized views

To edit the current template, click the Edit Templates button. You will have the option to overwrite it or save it under another name. Alternatively, you can select the New Template option in the My View menu to create a new template from scratch.

Up to 20 data items can be chosen among a list of 150+ company financials and analytics. Selected data items appear in the selection zone.

 

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Once done, save your changes by entering a template name and clicking the Save button.

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