What’s changing?
We’re excited to introduce two powerful enhancements on the dv01 platform that give you greater flexibility and seamless collaboration in managing and analyzing pooled datasets:
- Compare, Edit and Save Pooled Datasets with Greater Flexibility
- Share Pages with Ease
Compare, Edit and Save Pooled Datasets with Greater Flexibility
You can now analyze pooled datasets with more control. Whether you’re pooling multiple datasets into one or working with individual datasets, this feature enables flexible analysis and reusability of data. Previously, once datasets were grouped into a pool, it wasn’t possible to reuse the original datasets for separate analysis or create additional pools.
How it works:
- Navigate to the Pool Selector.
- Click the Create a Pool button.
- Select the datasets you’d like to combine into a pool.
- Name and save your new pool.
- Either build another pool by repeating the above steps or analyze individual datasets separately.
Notes:
- Previously created pools can now be edited by selecting Saved Pools and clicking the Edit button.
- Datasets must belong to the same asset class.
- You can create and save as many pools as you’d like!
Share Pages with Ease
We’ve made collaboration simple. Each page on dv01 now includes a Share Page button. With just one click, you can copy a link that saves your current pool or dataset selections for easy sharing.
How it works:
1. Apply your pool selections on the page
2. Click the Share Page button to send the link to another dv01 user
Why is this important?
This feature ensures seamless collaboration by allowing stakeholders to view the exact data and context you’re working on, reducing confusion and streamlining workflows.
Who is impacted?
All dv01 users working with pooled datasets or sharing data for collaboration, including issuers, portfolio managers, and analysts.