Adding Accounts

How to add Accounts to your Portfolio

1. Add an Account Sheet

Right-click on the tab of ACCOUNT 3 and select "Duplicate" in the contextual menu.

Rename the new duplicated sheet to "ACCOUNT 4"

2. Add the new account to the Dashboard

Go to the Dashboard and scroll down to the Portfolio Breakdown. With the table selected, go to the application menu and select View > Inspector > Organize to reveal the organize options in the sidebar.

Under the Filter tab of the sidebar, toggle the filters off. This will unhide all the rows of the table.

Now scroll down to ACCOUNT 3. Right-click on ACCOUNT 3 and select "Add Group Below" in the contextual menu.

Rename the new group to "ACCOUNT 4"

3. Edit the formulas in the row under ACCOUNT 4

Now you have to edit the formulas in the row that was just created when you added a new group to the table. To edit a cell's formula, double click in the cell to bring up the formula's pop up editor. To edit a part of the formula, double click on the part of the formula you want to edit.

In the very first cell of the row (A 302), change the formula to :

ACCOUNT 4::PLUMBING HOLDINGS::A3

In the second cell (B 302) enter :

IF(A≠"",XLOOKUP(A,ACCOUNT 4::PLUMBING HOLDINGS::A,ACCOUNT 4::PLUMBING HOLDINGS::D,"",0),"-")

In all the other cells, simply change ACCOUNT 3 to ACCOUNT 4 everywhere. Some cells have no reference to ACCOUNT 3 and do not need any changes.

4. Add rows to ACCOUNT 4

1. In the application menu, select View > Inspector > Format to reveal the Format Sidebar.

2. In the Table tab of the sidebar, under Rows enter the value 407. This will add rows to your new account.

3. Go back to View > Inspector > Organize and toggle the filters back on. This will hide all the unnecessary rows in your account to keep things tidy.