---
title: "Configuring how DerivedValuation properties behave in Pivot mode in the Rebalance dashboard"
slug: "configuring-how-derivedvaluation-properties-behave-in-portfolio-pivot-mode"
updated: 2026-08-17T16:06:35Z
published: 2026-08-17T16:06:35Z
canonical: "support.lusid.com/configuring-how-derivedvaluation-properties-behave-in-portfolio-pivot-mode"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring how DerivedValuation properties behave in Pivot mode in the Rebalance dashboard

In the [Rebalance dashboard](/v1/docs/using-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. ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(963).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A26Z&se=2026-11-09T07%3A00%3A26Z&sr=c&sp=r&sig=k%2BKvJ2rCp4XT94BEuUSCxxulrTWKWhT5N732bZDLRS0%3D)

For columns displaying [custom metrics](/v1/docs/including-properties-and-derived-properties-in-valuation-reports#belonging-to-the-special-derivedvaluation-domain) (using derived properties in the special `DerivedValuation` domain), you can choose how you want the column to behave in the pivot. You can choose to pivot the column in three ways:

- [PerPortfolio](/v1/docs/configuring-how-derivedvaluation-properties-behave-in-portfolio-pivot-mode#perportfolio) - repeated for each Portfolio
- [PerPortfolioIsKey](/v1/docs/configuring-how-derivedvaluation-properties-behave-in-portfolio-pivot-mode#perportfolioiskey) - shown as a single column, with additional rows created for each unique value
- [NotPerPortfolio](/v1/docs/configuring-how-derivedvaluation-properties-behave-in-portfolio-pivot-mode#notperportfolio) - shown as a single column

## How do I configure pivot behaviour for a property?

1. Navigate to **Data Management > Properties**.
2. Locate the property you wish to define a pivot configuration for and click **Edit**.
3. Add the property `PropertyDefinition/default/PivotRebalanceHandling` and set its value to one of the following:
  - `PerPortfolio`
  - `PerPortfolioIsKey`
  - `NotPerPortfolio`
4. Save your changes.

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(957).png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A26Z&se=2026-11-09T07%3A00%3A26Z&sr=c&sp=r&sig=k%2BKvJ2rCp4XT94BEuUSCxxulrTWKWhT5N732bZDLRS0%3D)

## `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:

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-MIWV6YDK.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A26Z&se=2026-11-09T07%3A00%3A26Z&sr=c&sp=r&sig=k%2BKvJ2rCp4XT94BEuUSCxxulrTWKWhT5N732bZDLRS0%3D)

## `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: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-YK6IY2AY.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A26Z&se=2026-11-09T07%3A00%3A26Z&sr=c&sp=r&sig=k%2BKvJ2rCp4XT94BEuUSCxxulrTWKWhT5N732bZDLRS0%3D)

## `NotPerPortfolio`

The Rebalance dashboard does not pivot the column for the property, only displaying one column.

> [!NOTE]
> Note
> 
> If you specify `NotPerPortfolio` and 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: ![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-9PTEGF8N.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A00%3A26Z&se=2026-11-09T07%3A00%3A26Z&sr=c&sp=r&sig=k%2BKvJ2rCp4XT94BEuUSCxxulrTWKWhT5N732bZDLRS0%3D)