In the Rebalance dashboard, you have the option to toggle on Portfolio Pivot mode. This changes the way the data is shown in the dashboard so that, instead of the portfolios appearing down the page, additional columns are created for each portfolio..png)
For columns with an underlying DerivedValuation property, you can choose how you want the column to behave in the pivot. You can choose to pivot the column in three ways:
PerPortfolio - repeated for each Portfolio
PerPortfolioIsKey - shown as a single column, with additional rows created for each unique value
NotPerPortfolio - shown as a single column
How do I configure pivot behaviour for a property?
Navigate to Data Management > Properties.
Locate the property you wish to define a pivot configuration for and click Edit.
Add the property
PropertyDefinition/default/PivotRebalanceHandlingand set its value to one of the following:PerPortfolioPerPortfolioIsKeyNotPerPortfolio
Save your changes.
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PerPortfolio
The Rebalance dashboard pivots and displays a derived valuation column for each portfolio.
For example, you might have a formula that calculates exposure to a particular sector based on the holding and reference data, requiring a value for each portfolio:
.png)
PerPortfolioIsKey
The Rebalance dashboard does not pivot the column, but instead provides an additional row for each holding in your dashboard if the values differ.
For example, you might have a formula that determines portfolio-specific asset classification:.png)
NotPerPortfolio
The Rebalance dashboard does not pivot the column for the property, only displaying one column.
Note
If you specify
NotPerPortfolioand the pivoted values would otherwise vary by portfolio, LUSID selects a value at random.
For example, you might have a formula that determines an asset classification based on reference data:.png)