How data is structured in VTS
- The 3 data onboarding methods
Tip: You can't edit integrated data in VTS
2. VTS Refresh
How data gets into VTS
Learn the ways data gets into VTS and how it gets structured in your portfolio.
Before learning the VTS tools and workflows that will help you do your job faster, it is important to understand how the data you see in VTS gets there in the first place.
What you'll learn:
- The three primary data onboarding methods.
- How to distinguish an integrated dataset from non-integrated dataset.
- How to submit other ad hoc data requests.
Who should take this course?
- Anyone using VTS