Monitoring Portfolios in Real TimeUse the Portfolio View display to monitor your portfolio holdings in real time, displaying data such as price, percent change, and intra-day contribution on an absolute and/or relativebasis. You can also view dynamically changing charts for your portfolio and/or benchmark at the security or group level.Click the Lookup buttonto select a portfolio and/orbenchmark.Right-click in Portfolio View andselect “View” to display a chart.Right-click and select “ChartOptions” to select what chartsto display. You can display upto six charts, choosing fromthe following chart types:Portfolio Performance, Groups,Constituents, Heatmap, andIntraday History.Right-click in the chart andselect “# of Display Bars” tochange the number of barsshown in the chart.Right-click in the chart andselect “Data Item” to change themetric being charted.Right-click in a Groups chart andselect “Groupings” to changethe grouping classification.Double-click a bar to view newsstories for the securityin a News display.Double-click on a columnheading to sort by that column.Right-click and select “Options”to customize your columnsusing data from your FactSetsubscription or your proprietarydata.Click on the News Count to seea breakdown of the news bysource.Right-click on a column andselect “Group Statistics”or “Total Row” to calculatestatistics at the group andportfolio levels.Right-click and select “Options”to group your portfolio.Online Assistant Page IDWhere can I find this on FactSet?15879FactSet Insert menu Portfolio Portfolio [email protected](31)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Viewing the Attribution Report in Portfolio AnalysisPortfolio Analysis reports deliver insight into the factors that make up your portfolio and illustrate how your investment decisions affect performance. The Attribution report provides indepth analysis of your portfolio’s return relative to your target benchmark. For a guided tour covering the basics of Portfolio Analysis, launch the eLearning demo on Online Assistantpage 13409.Click the Lookup buttonto specify your portfolioand benchmark.Click the Options button to access all of your report specificationsin one centralized location (e.g., portfolio/benchmark, reportdates, groupings, and exclusions). For more information on theOptions dialog box, see Online Assistant page 8835.Click the quick links to editspecific report settings(e.g., report currency andeconomic sector).View the portion ofportfolio excess returnattributable to takingdifferent group betsthan the benchmarkwith allocation effect.Use the Attribution reportto analyze the effects ofportfolio managementdecisions includingallocation, securityselection, and interaction.Click the Trade Simulation button to simulatetrades in order to determine the impact your tradesmay have on your portfolio’s performance andcomposition. For more information on simulatingtrades, see Online Assistant page 12800.Online Assistant Page IDWhere can I find this on FactSet?13632FactSet Insert menu Portfolio Portfolio Analysis Attribution [email protected] on acolumn or row toaccess additionalreport options.Select the “ColumnHelp” option to see atextual definition andcalculation for thecolumn.(32)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Analyzing Fixed Income Portfolio PerformanceAnalyze the performance of your fixed income portfolios by creating custom reports in Portfolio Analysis. For example, you can create a Partial Durations report to measure the percentchange in a bond’s price given a shock in the yield curve at a specific point. Partial durations quantify sensitivities to changes in specific parts of the yield curve. For a guided tour coveringthe basics of Fixed Income Portfolio Analysis, launch the eLearning series on Online Assistant page 15671.Click the Add Report button and select atemplate to create custom reports and havethem saved in the left pane of the application.You can select up to 17partial duration points usingthe Fixed Income tab in thePortfolio Analysis Optionsdialog box.Include partial durationsto view interest ratesensitivity for yourportfolio and benchmarkto specific points of theyield curve (e.g., one-year,five-year, and ten-year).View interest rate sensitivity at the sector level andat the total portfolio level.In addition to sector groupings, you can also groupyour report by credit rating, OAS, convexity, andyears to maturity, for example.Online Assistant Page IDWhere can I find this on FactSet?14644FactSet Insert menu Portfolio Portfolio [email protected](33)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Charting in Portfolio AnalysisPortfolio Analysis lets you chart portfolio and benchmark values to give you a graphical snapshot of performance. Portfolio Analysis offers several predefined charts, but also lets youmanipulate charts to meet your needs. For a guided tour covering the basics of creating charts in Portfolio Analysis, launch the eLearning course on Online Assistant page 16098.Click the Add Chart button to viewor create a new chart. Default chartsare also available.To print or preview achart, click the ChartOptions button.To dynamically adjustchart data, click the ChartOptions button andselect the “InteractiveMode” option.To edit a chart element,right-click the element(e.g., column) and thenselect from the availablecustomization options.Click the Chart Layout buttonto specify how you want to viewcharts (e.g., report and chartside-by-side or more than onechart at a time).Online Assistant Page IDWhere can I find this on FactSet?154788849FactSet Insert menu Portfolio Portfolio [email protected](34)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Using Portfolio DashboardUse Portfolio Dashboard to monitor up to 50 portfolios at once in a single report. You can view bottom-up performance and predictive, factor-based risk along with top-down returnsbased performance. To perform deeper analysis on a specific portfolio, you can easily jump to Portfolio Analysis or SPAR. For a guided tour covering the basics of Portfolio Dashboard,launch the eLearning series on Online Assistant page 16255.Click the Alerts button to create alerts and stayup-to-date on portfolio values’ movements.Click the Settings button to access reportcustomization options, such as specifyingyour universe, adding predefined columns,and creating custom columns. For moreinformation on the Settings button, seeOnline Assistant page 14183.Click the Add button to add accounts andholdings-based or returns-based portfoliosto your report.Double-click any value to launch thecorresponding report in Portfolio Analysisor SPAR.For example, double-clicking the AbsoluteTotal Return column for U.S. Large CapCore takes you to the Contribution reportin Portfolio Analysis. Here you can see howthe total return value -0.43 was calculated.Online Assistant Page IDWhere can I find this on FactSet?14181FactSet Insert menu Portfolio Portfolio [email protected](35)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Using Portfolio SpringboardUse Portfolio Springboard to view the most common holdings-based (e.g., weights, characteristics, and performance attribution), returns-based (e.g., style, historical risk, and peeruniverse), and predictive risk analysis in one report.Click the Options buttonto modify your report (e.g.,database sources used orreport currency).Click the Downloadbutton to download thereport locally to your PC asa PDF or a Microsoft Worddocument.Click the Open button toopen a previously saveddocument, which includesyour report settings.To learn more abouta company, click thecompany name link tolaunch the correspondingCompany Snapshot report.To access additionalcustom report/chartoptions, right-click thereport or chart.For more in-depth analysis,click any summary link tolaunch the correspondingPortfolio Analysis report,Company Snapshot, orSPAR report.Online Assistant Page IDWhere can I find this on FactSet?13660FactSet Insert menu Portfolio Portfolio [email protected](36)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Using Alpha TestingUse Alpha Testing to analyze the relationship between multiple variables and the resulting investment returns over time. Set up models using only the companies, factors, and timeframes that you need to test your ideas. For a guided tour on building models and analyzing results in Alpha Testing, launch the eLearning courses on Online Assistant pages 13209and 13890.Watch for Alpha Testing’s new look -- coming soon!View your results inhighly customizable, easyto-understand reports.Right-click above the toolbarbuttons to access additionalchoices, such as editing andformatting options.Double-click a columnheader to sort results bythat column.Add, remove, change, or reformatany column in any report to suityour model’s outputs.Group your results byfactors, groups withinfactors (i.e., fractiles),periods, or anycombination of these.Choose from EqualWeighted, Cumulative,Annualized, and otherreturn types to apply toany or all of your reports.For more information onthe return types available,see Online Assistantpage 13599.Add charts to display your results in chart formor build your own custom chart within any AlphaTesting document. To learn more about chartingmodel results, see Online Assistant page 14198.Online Assistant Page IDWhere can I find this on FactSet?13551FactSet Insert menu Quantitative Alpha [email protected](37)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Using Northfield Portfolio OptimizerUse Northfield Portfolio Optimizer to determine trades that will maximize your portfolio’s utility and reduce its risk relative to its benchmark. You can use any screen, portfolio, third partybenchmark, or your own custom variables to set inputs and constraints in creating problems for the optimizer to solve.Click the Model button to specifymodel basics such as the portfolio,benchmark, buy lists, asset typeadjustments, dates, and prices.Click any Lookup buttonto reference existing dataor create a custom formulausing all the data availablefrom FactSet to calculate youroptimization variables.Click the Optimization button to setprecision, tracking error, long and shortconstraints, asset weights, and moreconstraints that will determine tradesmade during the optimization process.View model results in one of overtwenty reports that describe youroptimal portfolio.Online Assistant Page IDWhere can I find this on FactSet?8770FactSet Insert menu Quantitative Northfield Portfolio [email protected](38)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Analyzing a Portfolio’s Style, Performance, and RiskSPAR (Style, Performance, and Risk) lets you analyze your portfolio’s performance against 20,000 equity and fixed income benchmarks. Dynamically create presentations of yourportfolio’s style, performance, risk, and peer group analysis, which you can easily download to Microsoft PowerPoint.Analyze any portfolio orcombination of portfoliosagainst a specifiedbenchmark.Create custom universesand screen for funds inFund Screening. SeeOnline Assistant page 13945for more information.Use the FactSet defaultpresentation, or customizeyour own presentationby clicking the Manage andNew Slide buttons.Right-click a chart orreport to set reportoptions such as daterange, colors, chart type,and more.Drag and drop charts intothe chart viewing area. Ifyou do not see the chartselection pane, right-click inthe gray area at the top of theapplication (i.e., to the rightof the Fund Screening button)and go to View Toolbars Chart/Report List.Set options specific toyour charts and reports,including dates, statistics,style sets, and universes.Insert any number of chartsand reports into a slide.Online Assistant Page IDWhere can I find this on FactSet?12876FactSet Insert menu Portfolio [email protected](39)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Managing Databases Using Data CentralUse Data Central to view, edit, and upload your proprietary data to a PRT or OFDB database. PRT databases capture a single point in time. OFDB databases can capture a single point intime or multiple dates.Select whether to view your OFDBdatabase by date or by symbol fromthe View By drop-down menu.Click the Split button to viewsplit-adjusted data. Click Unsplitto view unadjusted data.Right-click in the grayarea at the top of thecomponent to view theData Central menus,which allow you toaccess File Managerand additional options.Click the Upload Wizard button to createand upload databases. The Upload Wizardwill guide you through the process.Click the Open buttonto view a proprietarydatabase that wasuploaded to FactSet.Click the Record buttonsto add, edit, or delete arecord in the database.Double-click a columnheading to sort by theselected column.Online Assistant Page IDWhere can I find this on FactSet?11494FactSet Insert menu Utilities Data [email protected](40)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Managing Databases Using Quick PortfolioUse Quick Portfolio to view, edit, and quickly upload your proprietary data to an OFDB database. Once you’ve uploaded your data, you can use it in custom reports, Data Downloading,Screening, and Portfolio Analysis. For a guided tour covering how to create portfolios and identifier lists in Quick Portfolio, launch the eLearning series on Online Assistant page 14904.Click the “Modify Settings” link tospecify index and sorting options.Click New File to create a newdatabase.Index options let you modifycharacteristics such as indexmethodology and weighting schemefor custom indices, which can beused in other applications. SeeOnline Assistant page 13980 for moreinformation.Click Save to save the database.Select a holdings date for your data.Select “None” for non-time seriesdatabases. If you’re uploading aDate field, “From DATE Field” will beselected as the holdings date.Click Clear Data to clear all theidentifiers and data in the view.The headings for defined fields willremain. To delete only a securityand its corresponding data, selectthe identifier (or multiple identifiers)and then click Remove.Enter identifiers in the Enter Symbolstext box to create a ticker list. Toenter multiple identifiers, enter aspace between each identifier.Click “Add Field” to define a newfield. You can select a predefinedfield or create a custom field.Copy proprietary data from MicrosoftExcel into Quick Portfolio. PressCTRL C to copy the data in Excel andCTRL V to paste the data in QuickPortfolio.Online Assistant Page IDWhere can I find this on FactSet?13976FactSet Insert menu Utilities Quick [email protected](41)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Using Portfolio ViewerAfter uploading your proprietary data to FactSet, you must add the file to Portfolio Viewer in order to analyze the portfolio, custom composite, or benchmark in applications such asPortfolio Analysis and SPAR. You can also use Portfolio Viewer to add a corresponding benchmark, inception date, and target risk model.Choose the Composite Assets tab toconstruct a composite asset portfolio byusing an identifier as a weighted basketof securities. See Online Assistant page12556 for more information.Choose the Asset Types tab tomap your portfolio assets toasset types available in FactSet(e.g., Futures or Options). SeeOnline Assistant page 14078 formore information.Choose the Parser Logs tab tomonitor your portfolio’s holdingsand/or returns upload processin the new FactSet. See OnlineAssistant page 11533 for moreinformation.Choose the Reconciliationtab to view productionreports and set up alertsto monitor potentialproblems with datayou upload. See OnlineAssistant page 14868 formore information.Select the typeof portfolios youwant to view(e.g., holdings orreturns) from theBy Type dropdown menu.Right-click on any row toaccess portfolio options.Expand and viewthe componentsof a customcomposite.Online Assistant Page IDWhere can I find this on FactSet?11534FactSet Inset menu Portfolio Utilities Portfolio [email protected] the FI Logs and FI Settings tabs tospecify important information for Fixed IncomePortfolio Analysis regarding production jobs andcalculation settings. See Online Assistant page14762 for more information.(42)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Viewing Economic EventsUse the Economic Events Calendar to view real-time events for approximately 750 indicators in 24 countries and regions. View important events and details including the indicatorcovered, the period covered in the release, the forecasted or actual figures, and the market median forecast.Click the buttons toprint or download eventinformation, and accessadditional help forthe calendar.Search for a specificcompany identifier, ortoggle between transcript,conference, or economicevent information.View the most recentdata or forecast forthe indicator.Click the columnheaders to sort thecalendar based onthe selected item.Click an event headlineto open the right paneand view options formore detail.Select an Event orIndicator type to filterthe results.Further refine resultsby selecting the localesto display.Click the event nameto open a moredetailed description.Click the links to view a 10year chart of the selectedindicator, a detailedeconomic report, or relatedpress releases.Online Assistant Page IDWhere can I find this on FactSet?15151FactSet Insert menu Event Calendar Event [email protected](43)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Charting Economic SeriesUse Economic Analysis’s charting and report-writing options to analyze markets. Create charts or reports for any combination of economic and corporate fundamental time series. Viewimportant economic events and related details within minutes of their release. For a guided tour of charting in Economic Analysis, launch the eLearning series on Online Assistantpage 13704.Change the chart’s timeperiod by selecting a periodfrom the Start Date dropdown menu, or by clickingthe Options button andselecting the Period tab.Click the Report buttonto view the chart’scorresponding report.Click the Filters buttonor right-click on a columnheader to narrow yoursearch results basedon country, database,frequency, or data source.Select a series by category.Limit your searchesby category.Right-click a column in thePreview pane to apply seriesmath and transformations.Online Assistant Page IDWhere can I find this on FactSet?13155FactSet Insert menu Charting Economic Analysis [email protected](44)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Viewing Economic ReportsLaunch Economic Reports to view reports that list important economic indicators for more than 60 countries. These reports let you view dozens of important economic indicators with asingle mouse click.Click the Lookup button tobrowse for an economic series ortype it into the series form.Click the sourcelink to change yourdatabase order.Change the report’shistory or generatea chart using theCalendar andChart buttons.Select a different frequency fromthe drop-down menu. EconomicReports can also featureTransformation and SeasonalAdjustment options.Select a row and then click theInfo buttonfor moreinformation about that indicator.Online Assistant Page IDWhere can I find this on FactSet?13154FactSet Insert menu Markets Economics Economic [email protected](45)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Viewing Index DataThe Indices category allows you to view real-time data for major indices, as well as create constituent-level reports and country and industry breakdowns for a variety of benchmarkfamilies. In addition to the reports shown here, you can also access the Matrix and the Performance & Valuation reports in the Indices category.View real-time data formajor global indices inMarket Watch.Add or remove data columns fromyour report, and change the date.Right-click on any index toaccess FactSet’s proprietaryperformance, estimate,growth, and valuation data inthe Full Quote display.Use the Constituents report toview constituent-level data for abroad array of index families andgroupings.Instantly send equity orfixed income indices to theEquity Screening or DebtScreening applications forfurther analysis.Use expand/collapsefunctionality for yourdifferent grouping levels.Double-click on an indexto display its key statisticsand constituents.Select from three chart optionsin the Index Breakdown report:Actual, Indexed, and MultiHorizon.Online Assistant Page IDWhere can I find this on FactSet?15890FactSet Insert menu Markets [email protected](46)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Using Equity ScreeningUniversal Screening’s Equity view allows you to test and confirm investment strategies across all databases simultaneously. You can screen on your own investable universe or on tens ofthousands of securities worldwide. FactSet has a vast library of predefined items and you can also develop your own proprietary screening criteria using any data available. For a guidedtour covering the basics of Universal Screening, launch the eLearning series on Online Assistant page 16208.Click the Screen Dashboard button to accesssample screens to serve as building blockswhen creating your own custom screens.Click the Equity, Debt,Holder, or Fund buttons tochange your report type inUniversal Screening.Click the Open button to accessyour saved reports.Select the Format dropdown menu to applygroupings, sort by securityand groupings, apply multifactor ranking, and more.Use “type-ahead” functionalityin the Universe Limitationfield or click the Limit buttonto construct a universe ofsecurities defined by one ormore limitations. You can limityour screen based on a numberof factors, both qualitative andquantitative.Click the Report button todisplay the securities thatmeet your criteria.Tip: To save the list of securities that passyour screen to a portfolio, OFDB file, or onlinespreadsheet report, click the Output Optionsbuttonand select “Archive Screen Results.”See Online Assistant page 16108 for more details onarchiving data.Online Assistant Page IDWhere can I find this on FactSet?14858FactSet Insert menu Screening [email protected](47)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Limiting the UniverseUse Universe Builder to construct a “universe” of securities defined by one or more limitations. Limitations are grouped on category tabs by industry, index, geography, security type,exchange, and database. Click the Limit button in Screening to launch the Universe Builder.Select Preferences tomodify the category tabs,include all dually-listed U.S./Canadian securities and allCash identifiers, and excludeinactive securities, secondarylistings, and non-equitysecurities.Choose the Custom tab to limityour universe using a FactSetformula. For example, youcan use an ISON formula tolimit your screen to benchmarkconstituents on a specific date.Define your universe byselecting universe limitationsfrom the category tabs. SeeOnline Assistant page 12888for more information on eachcategory.Click the Include button to limitthe universe to that selection orthe Exclude button to limit theuniverse to everything exceptthat selection. The universelimitation(s) will appear in theCurrent Limitations list below.To select the entire contentsof a folder, select the rowcontaining the folder. Toselect a limitation within afolder, select the folder, thenclick the Expand button.Click the Preview button todisplay a list of securities thatpass your current limitations.Tip: You can also use “type ahead” searching within the UniverseLimitation search bar to limit your universe. Potential matches to yoursearch term will be returned from the Industry, Index, Geography, andExchange tabs of Universe Builder. For more information about thisfunctionality, see Online Assistant page 14858.Online Assistant Page IDWhere can I find this on FactSet?333FactSet Insert menu Screening Screening Limit [email protected] the Logic button to modifythe logical relationships betweenyour universe limitations.(48)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Creating and Editing ParametersClick the Formula Lookup buttoncreate and edit your own formulas.to create parameters in your screening report. Formula Lookup is a utility that helps you find formulas in FactSet’s formula libraries, as well as1. Click the Formula Lookupbutton to search for a formula. Youcan also edit, delete, move, andchange parameter settings in theParameters section.2. Click the Sources button tochoose a specific data source. In thisexample, the FactSet Fundamentalsformula library is selected.3. Click the Information button toview a detailed description of theselected data source.You can edit your parametersto add relational operators andcompare one formula to another.To edit formulas, click on theformula in the Workspace, thenmake your changes.4. Search for and select a formula.After you select a formula, enterformula arguments to the right.5. Click the Add Selected buttonto include the formula in yourWorkspace.In this example, the parameter willreturn all securities whose annualtotal debt is less than 95% of theprevious year’s annual total debt.6. Click the OK button to add thenew parameter to your report.Online Assistant Page IDWhere can I find this on FactSet?14930FactSet Insert menu Screening Screening Equity view Formula Lookup [email protected](49)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Screening for IdeasUse Idea Screening to screen on companies (public and/or private), M&A deals, M&A league tables/volume totals, private placements, new issues, and private equities based on your owncriteria. With Idea Screening you can generate ideas, build new comp lists, or screen for deals and IPOs of potential interest.Watch for the new version of Idea Screening -- coming soon!Click the Open button to opena saved screen.Click the View Results buttonto launch the Screening Resultstab, which displays companiesthat passed your screen alongwith your screening criteria andrelevant data.View your search criteria results.Choose your report type(companies, M&A deals, newissues, etc.).After choosing the report type,you can select premade screensavailable in the Quick Screenssection.Add your search criteria. Thecriteria available depends on thereport type you select.Online Assistant Page IDWhere can I find this on FactSet?13995FactSet Insert menu Screening Idea [email protected](50)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Charting Market DataUse the Chart display to chart company-specific market data over different frequencies. You can also create indexed and relative price charts to perform company vs. benchmarkcomparisons.Click the Period button to select apredefined chart period.Click the Profile buttonto access default FactSetcharts or your customchart profiles.Click the Chart Options button tocustomize the chart.Right-click on the chartand select “Drawings”to add trendlines andFibonacci retracements.Choose a tab to customize the chart: Options - To change formatting suchas chart type and period. Upper Indicators - To add upperindicators such as moving averagesand annotations. Lower Indicators - To add lowerindicators such as MACD andmomentum. Multiple Identifiers - To create anindexed or relative chart. Lines and Highlights - To addrelevant fundamental items orproprietary data.Click on an annotation toview the historical/detailedreport or correspondingnews document.Double-click on the chart to launcha News display with stories from thecorresponding date.Online Assistant Page IDWhere can I find this on FactSet?15931FactSet Insert menu Charting [email protected](51)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Charting InteractivelyUse Interactive Charting to create flexible charts depicting company and non-company data. Predefined series include pricing, financial, estimate, and valuation data. For a guided tourcovering the basics of Interactive Charting, launch the eLearning series on Online Assistant page 16214.Click the Lookup buttonsearch for identifiers.To toggle between indexedor relative charts, click theIndex and Relative buttons.toAdd additional identifiers in theCompare To dialog box. To selectdynamic default benchmarks, clickthe Lookup button and selectfrom the available index families.To modify the up/down colorscheme, crosshair cursortype, and other settings suchas calendar and currency,click the Settings button.To change or add a series, rightclick on the chart area and selectthe “Add Series” option.Add crosshairs, trackballs,and trendlines using thebuttons below the chart.Click the Add Plot button to addadditional plots to your chart. Toclear or delete plots, right-clickon the chart area and select the“Plot” option.To add dynamic annotations such as corporateactions, insider trading, and M&A activity to yourchart, right-click on the series and select the“Annotations” option.Online Assistant Page IDWhere can I find this on FactSet?16021FactSet Insert menu Charting Interactive [email protected](52)Copyright 2010 FactSet Research Systems Inc. All rights reserved.
Charting Financial Data Using Quick ChartsQuick Charts offers access to the most relevant financial series to chart as well as options frequently associated with the series. These options include moving averages, annot
oup your portfolio. Click on the News Count to see eakdown of the news by ce. Click the ookup button to select a portfolio and/or benchmark. Right-click in the chart and select “Data Item” to change the metric being charted. Right-click in the chart and select “# of Displ