Custom View

Last modified 11:54, 5 Nov 2012

Strategy Work Page Custom Views

Views control how the data is presented in the table; in particular it controls how many columns are displayed for each exercise date. Multiple rows can also be created to display more information.

New views can be created, saved and applied in the future.

To apply a custom view, select the view from the View Selector's drop-down menu. This is common Custom View behavior. Go to the Custom View topic in Shared Utilities for more information on using this feature.

However, in the views in the Strategy page of Your SOFTWARE's Analysis function have some unique features.

Analysis Strategy Views

The following features are unique to the Analyses Option Series Table view settings.

The Default View displays the following fields in a single row:

opanlys_strgyviewdefault.gif

Users can create multi-row views, including any array of Option Data. For example, a two row view:

opanlys_strgyview2x3.gif

Create Custom View

opanlys_strgyviewslctconfig.pngTo create a custom view, select Configure View from the bottom of the table's pop-up menu (right mouse click to display), or select Configure View... from the bottom of the Strategies Action menu.

The Configure View dialog box will open.

Views

The first tabbed page in the dialog box, Views, controls the display and content of the table:

opanlys_strgyviewconfig.png

Use this dialog to change the array of fields displayed for each options series.

You can change the default view, Apply it to the current table and save it as the new Default, or you can create a new view and apply it to other tables whenever you want by selecting it from the View Selector’s drop down list in the function bar.

When you select New you will be prompted to give the new view a name, this name will appear in the View: drop-down list in this dialog, as well as in the function bar’s view selector drop-down menu.

Choose the preferred number of columns and rows in the Configuration: drop down tool. It employs standard windows table definition functionality.

Select each field and populate it with data types of your choice using the Data Field drop-down selector.

Your selections will appear in the Example box. In this box, use the mouse to drag the borders of the <size> headings row to resize the columns.

To apply the new view, or any others including the original Default View, select the view from the View Selector drop-down menu in the Strategies function bar:

opanlys_strgyviewslctrr.gif

Single click the selection to apply it to the current option series table.

Rankers

Use the Rankers function to identify up to four significant values in each expiration column.

When one field in each column meets the criteria, the background color will change to highlight the data.

The four types of values available:

  • Highest, or Lowest, Implied Volatility
  • Highest Volume
  • Highest Open Interest

Note - In order for the data to be highlighted, the data type must have been selected using the Configure View dialog (see previous section) to be displayed in the table.

To configure these highlights, use the Rankers tab of the Configure View dialog box. 

To access this dialog, select Configure View... from the bottom of the strategies Action menu, or right mouse-click anywhere on the Options Series Table, and the Options Series pop-up menu will display. Select Configure View from the bottom of the pop-up menu.

Select the Rankers tab in the Configure View dialog box:

opanlys_strgyrankersets.png

To display each Ranker highlight, select the check box to the left of each type.

If the data type is included in the current view, a single field for each checked item will be highlighted in each month’s expiration column in the color indicated.

Change the highlight color with the drop-down color selector.

Save the changes as a new Default, or just Apply the new settings to the current Analysis.

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