Module: List Management
(Portfolio)
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| Lesson Objective | Learn how to save and manage perpetual lists of IDs across multiple analysis sessions |
| Section | Description |
| List Management (Portfolio Tool) | How to access and select appropriate options settings for the Portfolio tool. |
| Utility of Portfolio Lists | A discussion of common uses for the Portfolio functionality. |
| Saving a List to the Portfolio | How to save a list to the portfolio based on marked records in a data set. |
| Relating Lists Across Spotfire Data Analysis Sessions | How to use the Mark on browse functionality to relate data across multiple DecisionSite data sets. |
| Adding a List Based on a Categorical Data Column | How to use a categorical data column from your DecisionSite data set to create a list with nested folders for each categorical value. |
| Organizing Lists into Folders and Subfolders | A discussion of how to organize list folders in a hierarchical or nested fashion. |
| Adding Annotation to List Folders | How to capture detailed descriptions and information for Portfolio lists. |
| Adding an External List to the Portfolio | How to create and import external lists in the form of *.lst files. |
| Searching Portfolio Lists | How to locate specific identifiers. |
| Exporting Portfolio Lists to Share with Others | How to save, send, and import Portfolio lists in the form of *.srp files. |
| Comparing Portfolio Lists using List Logic | Making comparisions of list contents using logical qualifiers including: AND, OR, and ONLY. |
| Adding New Data Columns Based on Portfolio List Organization | A discussion of hierarchical vs. flat organization of data and an example of a newly generated categorical column of data in DecisionSite which is based on a Portfolio list. |
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