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summary_tool [2019/09/04 10:09] – created mayasummary_tool [2023/06/21 09:59] (current) – hammed
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 {{ :sum_002.png?nolink |}} {{ :sum_002.png?nolink |}}
  
-***Note:** the Summary window is Always Open upon PPro8 login.+**Note:** the Summary window is Always Open upon PPro8 login.
  
 ====Summary Order Edit Box (SOEB)====   ====Summary Order Edit Box (SOEB)====  
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 ===Buttons=== ===Buttons===
  
-**Apply:** after selecting a set of layers to use for Summary, click **Apply** to display changes. When you click **Apply**, the button becomes unavailable. If one of the layer boxes or the Expand menu changes, the button becomes available again.+**Apply:** after selecting a set of layers to use for Summary, click **Apply** to display changes. This button is always enabled and available for use.
  
 {{ :sum_006.png?nolink |}} {{ :sum_006.png?nolink |}}
- 
-**Cancel:** select the check box next to a row, and then click **Cancel** to change your filter selections back to the previously applied filter selection. 
- 
-{{ :sum_007.png?nolink |}} 
  
 **Flatten:** select the check box next to a row, and then click **Flatten** to flatten it. A Flatten request will cancel all open orders for the symbol. It will also cancel all scripts on the symbol, provided that the trader has a position or an open order on the symbol. **Flatten:** select the check box next to a row, and then click **Flatten** to flatten it. A Flatten request will cancel all open orders for the symbol. It will also cancel all scripts on the symbol, provided that the trader has a position or an open order on the symbol.
 +
 +  * **New:** you can now flatten quickly by Asset Class (Equity/Future/Currency) by selecting an Asset Class from the **-Select** menu, and then clicking **Flatten**
  
 {{ :sum_008.png?nolink |}} {{ :sum_008.png?nolink |}}
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 Select a check box for a region/asset class and click **OK** to refresh. You can also refresh by right-clicking on a row, and then clicking **Refresh Traders’ blotters**; or by using the keyboard shortcut **Ctrl + R**. Select a check box for a region/asset class and click **OK** to refresh. You can also refresh by right-clicking on a row, and then clicking **Refresh Traders’ blotters**; or by using the keyboard shortcut **Ctrl + R**.
 +  * **Notes:**
 +    * It is not possible to request a blotter Refresh while another is still running from either the same Summary window or another instance.
 +    * Summary now reports when the client received an OSTAT while a blotter Refresh was being processed which could cause a bad position or incorrect order state
  
 **Toggle Header:** toggle the display of the Header by right-clicking a row, and then clicking **Toggle Header**; or by using the keyboard shortcut **Ctrl + H**. **Toggle Header:** toggle the display of the Header by right-clicking a row, and then clicking **Toggle Header**; or by using the keyboard shortcut **Ctrl + H**.
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 {{ :sum_011.png?nolink |}} {{ :sum_011.png?nolink |}}
  
 +====Add a symbol to an existing symbol list====
 +
 +You can use Summary to add a currently registered symbol to an existing symbol list. This new feature integrates seamlessly with the __[[symbol_list_editor_tool|Symbol List Editor]]__ tool, as well as Chart Window, Stock Window, and Time of Sales.
 +
 +1. Right-click on a symbol layer in the **Summary** to open the context menu.
 +
 +2. Point to the **Add Symbol to Symbol List** menu item.
 +
 +{{sym_con_sum_001.png?nolink}}
 +
 +3. The **Currently Selected Symbol List** view appears. Click **[Select A List]** to choose the symbol list where you want to add the current symbol, and then click the **Add Symbol** button.
 +
 +4. The symbol is added to the symbol list.
 +
 +5. To remove a symbol from the list, you will need to open the Symbol List Editor tool and delete it there. For more information, you can read the __[[symbol_list_editor_tool|Symbol List Editor]]__ manual.
 ====Summary Customization==== ====Summary Customization====
  
-To make changes to the Summary settings, right-click anywhere in **Summary**, and then click **Summary Customization** to open the **Summary Customization window**. You can also open it by using the keyboard shortcut **Ctrl + C**.+To make changes to the Summary settings, right-click anywhere in **Summary**, and then click the **SummaryCustomization Dialog** menu item to open the **Summary Customization window**. You can also open it by using the keyboard shortcut **Ctrl + O**.
  
 This window displays three main tabs on the left: Display, Scope, and Filters. This window displays three main tabs on the left: Display, Scope, and Filters.
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 5. The color is set. 5. The color is set.
- 
-{{ :sum_032.png?nolink |}} 
  
 ==C. Columns Settings== ==C. Columns Settings==
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 4. The column is hidden from the **Summary** window. 4. The column is hidden from the **Summary** window.
- 
-{{ :sum_040.png?nolink |}} 
  
 ===Scope=== ===Scope===
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 ***Note:** the export process generates one CSV file per summary layer. Each CSV file contains all the columns appearing in a layer, as well as a column for each layer above. The data in these files reflect the current view in Summary. File names are set as follows: “Summary” + layer name + current date, for example, “SummaryGlobalTotal2015-01-13_10-40-34”. Lower-level files include the preceding levels in the file name. ***Note:** the export process generates one CSV file per summary layer. Each CSV file contains all the columns appearing in a layer, as well as a column for each layer above. The data in these files reflect the current view in Summary. File names are set as follows: “Summary” + layer name + current date, for example, “SummaryGlobalTotal2015-01-13_10-40-34”. Lower-level files include the preceding levels in the file name.
  
-====Copy summary data====+====Copy Summary Data====
  
 1. Right-click a cell or row. 1. Right-click a cell or row.
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 3. The cell, row, or key is copied to the clipboard. You can now copy and paste it where you choose. 3. The cell, row, or key is copied to the clipboard. You can now copy and paste it where you choose.
 +
 +====Update Gross PnL by Region-Asset Class====
 +
 +This feature allows trader’s to update their Gross PnL by Region-Asset Class. This is intended to serve as a psychological-aid to help traders focus on their trading, and less on current PnL. **The impact is only superficial — affecting what appears in that Summary instance**. The changes are on the client side only and as a result will not impact risk, or other user’s (ie. manager) views of the trader’s activity.
 +
 +1. Right click on the Summary Window, and select "**SummaryCustomization** Dialog."
 +
 +{{ :suw_gpnl_01.png |}}
 +
 +2. Select the "Options" tab.
 +
 +{{ :suw_gpnl_02.png |}}
 +
 +3. From this menu, you will be able to input the amount of gross PNL you would like to remove, for the specified region asset class. 
 +4. Once entered, you will see that your Gross, as displayed in that Summary instance has been reduced by your input value.
 +
 +  * **Note**: Only whole numbers (integers) can be entered as acceptable values.
 +  * **Note**: Fees are not affected.
 +  * **Note**: Only impacts global and region asset class layers, and will not affect trader and symbol layers.
 +
 +====Accessing Order Status Inquiry Tool====
 +
 +This tool allows you to view the status of your orders.
 +
 +1. Open the execution layer by expanding any symbol in the Summary Tool.
 +
 +2. Right click the execution, and select "**Order Status Inquiry**" from the pop up menu.
 +
 +{{ :sw_osi_01.png |}}
 +
 +3. This will open up a new dialog box, providing the details of the identified execution.
 +
 +{{ :sw_osi_02.png |}}
 +
 +  
 +
 +
summary_tool.1567606151.txt.gz · Last modified: 2019/09/04 10:09 by maya