How do I add data to the Financial Review?

If the selected layout for the Financial Review has been configured to have editable cells you can enter metric data for multiple items using the Financial Review page. This article describes how to enter metric data on the Financial Review page.

1. Click Financial Review

Click Financial Review
  • On the Icon Bar click the Review button, then click Financial Review.

2. Click Portfolio

Click Portfolio
  • Click Portfolio, select the name of the portfolio you want to display.

3. Click Layout

Click Layout
  1. Click Layout, select the name of the layout you want to display.
  2. Click Go.

4. Locate Item

  • Use the scroll bar to locate the item for which you want to enter metric data.

5. Click Shaded Cell

  1. Click the cell where you want to enter metric data, type your information.
  2. Press the Tab or Enter key, the cell will change colors to indicate unsaved entries.
  3. Click Save Changes, the cell will change color to indicate your entries have been saved.

Note: The ability to edit data on the Financial Review is controlled by the layout. If the layout was not configured with the ability to edit cells you will be unable to enter or edit data on the Financial Review page. Creating and managing Financial Review layouts is an administrative function.

5.1. Enter Repeating or Spread Values

Use the letter "r' to indicate that you want PowerSteering to repeat your numerical entry. Use the letter "s" to indicate that you want PowerSteering to spread your numerical entry. The number entered after the letter r or s indicates how many periods you want to repeat or spread the value. If your periods are monthly and you enter the letter r or s before the number 12, PowerSteering will repeat or spread your value by 12 months.  

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