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Models & Categories Dashboard Widget

Contents

Introduction

The Models & Categories widget is powerful tool that allows you to look across a wide range of accounts and make decisions based on what you see. The widget shows a pie chart that you can customize to either show model or category data. You can view underlying accounts immediately without navigating away from the dashboard. You can also add and remove columns and set page links to further customize what information you see in the chart.

You can interact with the pie chart. Click on a pie piece to view a tooltip showing you value information for that model or category. This also highlights the corresponding information in the table.

Because the widget is customizable, you can use the Models & Categories widget as a heads-up display showing items that need to be done. For example, you can sort the chart to show the most deviated models and take action on accounts assigned to that model.

Filtering

The Account Reports section of the dashboard shows a summary of information for your accounts in Tamarac Trading.

You can filter the information you see within Account Reports widgets in the following ways: 

• Saved Search.Filter the results in the Account Reports widgets by applying a saved search which will show only the data from the accounts in that saved search. To do this, select the appropriate saved search in the Select a Saved Search list, and click Filter.

  

• Account Set or Working List.Filter the results in the Account Reports widgets by applying an account set filter to only show data from the accounts in that account set or working list. To do this, select the appropriate entity in the Select an account set or working list list, and click Filter.

  

• Reset.Click the Reset button to remove any filtering applied to each of the Account Reports widgets. The widgets will then reset to include data from all accounts.

Underlying Accounts

You can view the underlying accounts immediately without having to navigate away from the Dashboard. To view these accounts, click the icon within the widget. This opens a dialog box showing the accounts associated with that model or category.

Customize

You can customize the information you see on the Models & Categories widget in the following ways.

Change the Display Name

To change how the name that appears on the widget, follow these steps: 

1. Under the dashboard icon, select Tamarac Trading.

   

2. Click to open settings for the Models & Categories widget.

   

3. In Report Name, type the appropriate display name. You can use up to 128 characters.

   

4. Click Save.

Change Your Viewing Options

To change the way the Models & Categories widget is grouped and sorted, follow these steps: 

1. Under the dashboard icon, select Tamarac Trading.

   

2. Click to open settings for the Models & Categories widget.

   

3. Change Grouping level to your preferred method of grouping. This option determines the data you will see on the widget.

   Option	More Information
   Assigned model	This groups all data you see by models assigned to your accounts
   Category type	This groups all data you see by security category

4. Change your View option to either show Top 10 or Top 20 results.

5. In the Order by list, choose the criteria which you 'd like to sort your chart against. For example, choosing Accounts sorts your model or category results by the number of accounts that applies.

6. Choose either Ascending or Descending to sort your results.

7. Click Save.

Add or Remove Columns from the Widget

To change the visible columns, follow these steps: 

1. Under the dashboard icon, select Tamarac Trading.

   

2. Click to open settings for the Models & Categories widget.

   

3. In the Optional Columns section, choose the appropriate column.

   Column	More Information
   Accounts	The number of accounts associated with that model or category.
   Avg Initial Deviation	The initial deviation for that model or category as the sum of the initial deviation divided by the number of accounts or groups.
   Avg Post-Rebalance Deviation	The post-rebalance deviation for that model or category as the sum of the post-rebalance deviation divided by the number of accounts and groups.
   Groups	The number of groups associated with that model or category.
   Value	The sum of the allocated value for that model or category.

   • To add a column, click to add it to the Selected list. You can add up to 3 columns.

   • To remove a column, click to add it to the Available list.

   • To reorder the columns, click to move the column up or to move the column down.

4. Click Save.