Overview
In ORCA, the Perspective determines the "starting point" or root of your Structure Chart. When you set a perspective, the chart redraws around that person or entity, recalculating all direct and look-through ownership percentages and asset allocations from their viewpoint.
There are three ways to change your perspective:
- Directly on a Structure Card with one click
- Via the top filter bar
- Via the global search bar
Guide
Change perspective within the structure
To change your perspective directly on the chart, hover over any card and click the round perspective icon located at the top-left corner of the card. This will instantly redraw the structure with the selected person or entity at the center.
Setting the perspective for two (or more) cards
- Go to the filter bar at the top and click on the person whose perspective is currently set.
- Search and add your additional perspective(s).
- Note: The entities or persons must be on the same level (i.e., they cannot have a direct or indirect ownership stake in each other). For viewing multiple ownership paths of the same entity, see Viewing Multiple Ownership Paths - Replicas.
How to use the search function
- Utilize the search bar located on the top right side.
- Once you select the person or entity you're searching for, the perspective will be immediately set.
How to Reset or Switch Perspective
- To change or reset your view, click on the perspective name pill in the top filter bar. You can remove a specific perspective or select your top-level holding entity to restore the full top-down structure.
