Re: Graphs

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Posted by Mark on April 27, 2006 at 10:05:22:

In Reply to: Re: Graphs posted by Bob organ on April 26, 2006 at 21:17:58:

: : Mark,

: : Is there a way to set a graph to show just specific dates rather than a range? Specifically, I'd like a stacked graph of values by asset allocation, investment goal and/or invstment type as of year end say for each of the last 5 or 10 years? If not doable, any way you could include something like that in your next release.

: : I've tried to do in excel, but the process of dumping a report then creating all the variouse reporting totals I want (either via pivot tables or on my own) is tedious.

: Also, it would be a big help if there was a way to display the total actually on the chart itself, like can be done in excel.

Hi Bob,

Thanks for the feedback. There is no graph like you've described. Most of the graph types plot data over a date range. There are the "Pie" graph types, that plot data as of a particular date. There are pie graphs that break down asset allocation, investment goal, investment type, symbol, or investment. Pie graphs are only for 1 date though, not multiple specific dates.

All of the graphs do have a "legend" in the upper left corner that displays key data as of the ending date of the graph. It is possible yours is turned off, so check that "View / Legend" is enabled from within the Graphs window.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Graphs bob organ 16:00:17 04/27/06 (1)
  • Re: Graphs Mark 17:40:43 04/27/06 (0)