MM-Talk formulas for the matrix definition

The MM-Talk formulas for the matrix definition can be edited. Proceed as follows:

Select the "Edit formulas" icon in the toolbar of the correlation matrix.
In the "Edit formulas" dialog box that appears, you can edit the MM-Talk formulas for the columns and rows.
Use the buttons in this dialog box to open the respective formula in the formula editor.
Edit the MM-Talk formula in the formula editor and save it with the "Save" button. The formula symbol on the button shows a green tick if functions are stored.
Proceed in the same way for other formulas to be changed.
Close the "Edit formulas" dialog box with "OK".

Based on the structure described above, you will find the following MM-Talk formulas:

Element	Description
Column objects	Use this button to open a formula that determines a list of column objects. Each entry in this list is converted to a column. The input object of this formula is the object on which the evaluation is carried out (e.g. a portfolio). Beispiel A formula can provide a list of securities. This results in one column per security.
Line objects	Accordingly, there is also a formula for the line objects. A row is created for each object in the results list of this formula. With this formula, the input object is also the object on which the evaluation is carried out. This button is not useful for the "Symmetrical" setting and is therefore grayed out.
Column names	Use this button to open a formula that generates the labels for each column from the column objects. The input object of this formula is a single element from the results list of the column formula. The result of this formula is a character string that is displayed in the matrix display in the header area of each column. Beispiel If the column objects are securities, the input object is a single security. This formula can, for example, provide the name of the security.
Line names	Use this button to open the formula for the row labels. This button is not useful for the "Symmetrical" setting and is therefore grayed out.
Cell formula	Use this button to open a formula to calculate the values in the cells (the cell formula). This formula receives two input objects. The first input object is the object of the row, and the second input object is the object of the column. The cell formula links these two objects and calculates a number from them. The figures calculated in this way are displayed in the matrix. Beispiel If the column and row objects are both securities, the correlation of these two securities can be calculated here, for example.
Category names	The columns can also be grouped into categories. There is also the MM-Talk formula for category names. The result of this formula is also a character string. The column objects for which this formula provides the same character string are each displayed in groups. If this formula always returns an empty string (""), the columns are not grouped. Beispiel If the column objects are securities, they can be grouped by segment (user-defined field "Segment"), for example.
Symmetrical" checkbox	If the matrix is symmetrical (i.e. if it contains the same objects in the rows and in the columns, and if the cell formula returns the same value, regardless of which is the row and which is the column object), then the "Symmetrical" checkbox can be activated. In this case, the results of the column formula and the formula for the column names are also used for the rows. The formulas for the lines then do not need to be specified separately.

Columns and rows are displayed in the order in which they are contained in the results list of the column or row formula (unless they are arranged automatically or columns are not grouped). To achieve a different display sequence, the list can be sorted in the respective MM-Talk formula (formula for column or row objects), e.g. with sort[#less].