Summary: 

Guidance on how to create a Portfolio in Data Studio


Solution:

To create a new portfolio, click the “+ Create Portfolio” button at the top right-hand corner of the Portfolio List page. This will bring up a pop-up window where you can enter a name for the Portfolio. 

 

You will also need to input a Data Processing Reason. 



The Portfolio Name must be unique. If you try to use name of a Portfolio that already exists, you will be notified with an error message as shown below. 

 

A white background with red text Description automatically generated

 

Please note that only the following special characters are supported when creating a portfolio: -,_{}().:[]@