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