Summary: 

Guidance on how to add records to a Portfolio in Data Studio. This can be done by a mass Excel import and also manually for individual records. 

Solution: 

There are three ways to upload or create records in a Portfolio in Data Studio. To learn how to do this, please click on the interactive walkthroughs below: 

Mass File Upload interactive walkthrough.

Individual Record Creation interactive walkthrough. 

How to add a Record to a Portfolio from a Company Report interactive walkthrough.