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How Show as Bar Chart Works In Dynamic Reports In PDF Reports Reports With This Setting Related Settings

 

How Show as Bar Chart Works

Applies to:
✔ Dynamic	✔ PDF	✔ Client Portal

This setting allows you to display the data on the Asset Allocation report in a bar chart.

The bar chart is a snapshot showing the allocation in the account or group at a single point in time. It emphasizes amount of holdings in each grouping. This is an especially useful chart when comparing current allocation to target allocation.

In Dynamic Reports

• When Include target allocation is selected, you will see the target value marked with error bars indicating the target maximum and minimum.

  

Data are based on As of Date.

In PDF Reports

This setting behaves the same on PDF reports as on dynamic reports.

When you add a table to the PDF report, the following additional settings are available:

• Gradient Chart

• Include Target Allocation

Reports With This Setting

Holdings Reports

• Asset Allocation

PDF-Specific Reports

• PDF Dashboard

Related Settings

This is one of the Show as options for the Asset Allocation report. The other options are:

• Show as Pie chart

• Show as Table

• Show as Allocation over time