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- In the Portfolio Desk workspace, navigate to the appropriate entity.
- Click Data Overrides on the ribbon.
The Data Overrides dialog box opens, displaying the list of overrides that satisfy the default filter options. - (Optional) In the filter section, to customize the search for overrides, you can modify the default options as needed.HOW DO THESE FILTERS WORK? YOU CAN SAVE A SET OF FILTER CHOICES AS A SEARCH?
- Click Search.
The search returns a list of overrides that satisfy the changed filter options. - Select an override in the list and double-click it.
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