Quote Page Display

Last modified 11:29, 4 Nov 2012

Quote Page Display

Each Quote Page consists of a table containing a number of data-fields arranged in columns, and a number of rows, each containing a separate symbol, which can be arranged in groups.

The first row of the table contains the name of the data fields that are displayed in the table. The number, order and type of data fields displayed can be set by the user and saved as a custom view, see below.

Each row in the table contains one symbol and all of the data displayed in that row relates to that symbol. There are also links to other functionality such a Price Chart for the symbol and its Price Data table. Notes for the symbol can also be accessed from an icon in the row.

Rows of symbols can be grouped together into collapsible groupings. Each group has its own heading containing its name and a short summary of the market performance of the symbols in that group. Go to the Groups topic for more information on creating and managing Quote Page Groupings.

Custom Views

Custom Views determine how many fields are displayed for each Quote Page table.

The Views functionality is used in many tables throughout Your SOFTWARE, for a complete description of this common tool, go to the Custom Views topic in the Shared Utilities section of this help.

The data fields are displayed in columns, generally to the right of the Symbol and description (although these locations can also be changed by the user). For example:

quotepage_layoutpsog.gif

This is a user defined view named Recent Market performance. The user selected data which relates to recent changes in the Quote, and included a link to a its Chart Page.

Go to the Quote Page View options topic for a full list of available data fields.

The fields display either data or icons, in some instances the user can choose which to display.

Note that the columns can be resized, the cursor will change shape to a two-way arrow. Move the arrow either direction to drag the columns wider or narrower.

The change of view applies equally to all groups in the Quote Page.

funcbar_viewselctrldropdwn.png

Applying Custom Views

Your SOFTWARE has a default view which applies until you either alter the default and save it, or create new custom views.

Assuming new custom views have been created, to apply a different custom view, go to the View list in the Function Bar and click on the down arrow to drop-down the list of available views:

Select a view and single left mouse click on it to apply it to the Quote Page.

Only the data fields which you selected will display for all the Quotes in the page. The view is applied across the groups, and you do not need to open or close the groups for the new view to be applied.

Create Custom View

To create a custom View, select the Configure View... command from the Action menu in a Quote Page's Function Bar.

The Configure View dialog box will open.

For a complete description and explanation of this process, go to the Create Custom Views topic in the Shared Utilities section.

There are a number of data fields that can be included or excluded from a view. For a complete list of the fields available for the Quote Pages table, go to the Custom View Fields topic.

Modifying Custom Views from the Quote Page

You can rearrange the order that the columns appear in the table.

Click on the heading of the column that you wish to move and, while holding down the left mouse button, drag the heading to the new location in the table.

The width of the columns can be adjusted by clicking on the right side of the column heading. The mouse pointer will change to show two lines with an arrow pointing in either direction. Hold down the left mouse button and drag the pointer to adjust the column width.

Save the Quote Page, and you will save these changes.

Saving Changes

When you have completed the changes to the Quote Page, click the save icon butn_save.gif in the Quote Page function bar to save the changes.

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