Hide, Reveal and Unhide one or more Financials from the Financials page or the Asset-Map page

Overview

The Hide, Reveal and Unhide feature in Asset-Map allows you to quickly hide, reveal and unhide financial instruments on the Financials page and Asset-Map Report page. This gives you more flexibility and control over which financials are displayed and included in financial calculations and reports.

Important Note 1: Hidden financials are no longer calculated: Even though technically the financial is still on the map, once a financial instrument is hidden, with the exception of the Target-Maps' What you Have page, the financial is no longer available for use on Asset-Map Platform until it is unhidden.

Important Note 2: Hiding imported financials: Sometimes it is helpful to hide financials that are imported from integrations. Though the linked financials are hidden and are no longer part of calculations, they will still update behind the scene upon synchronization without making a new financial tile. If an imported financial tile is deleted from a map, the sync will recreate the financial. Hiding the financial instead eliminates the inconvenience.

This is accomplished from the edit window of the financial instrument or from the Search and Select Tool on the Financials page and Asset-Map page.

Edit window

Open a Financials' edit screen. This can be accomplished by clicking on the tile on an Asset-Map, or on the pencil icon on the Financials page.
Click the Hide checkbox on the bottom left of the modal.
Click ‘Update’.

Search and Select

Reveal a Financial Instrument(s)

Using the right-click menu option on the Financials page or Asset-Map page.

The right click menu will display an option to "Show Hidden". Clicking Show Hidden will reveal the instruments as a shaded financial item.

Using the Search & Select tool by clicking its icon will also reveal hidden financials.

Unhide a Financial Instrument(s)

Unhiding a hidden financial is a two-step process.

Reveal what you have hidden. Revealing does not allow the financial to calculate or be present in reports.
Then Unhide to display the tile and use in calculations and reports.

First, reveal the hidden financial using the Search and Select tool.
Once revealed, the financial will appear as a shaded tile on your Asset-Map.
To remove the shading, you need to click on the tile while in Search and Select mode. This applies a check mark on the tile.
Once "checked", use the unhide option on the Search and Select tool to reveal the hidden tile.

Alternatively, from the Financials page's right click (or use the Actions menu). Then select Show Hidden to reveal the Hide column and uncheck the hidden. Alternatively, use the Search and Select tool to reveal all hidden financials and use the Unhide tool.