Customize Dialog Box of the Portfolio View Portlet

Overview

Use this dialog box to customize bubble chart, pie chart, histogram, stacked histogram, and side-by-side histogram portlets.

Note: Not all the fields listed below will apply. The type of chart you select automatically refreshes the applicable fields.

Screen Elements

Title field

The name of the view and the title that appears in the title bar of the portlet. The title can contain up to 255 characters, and it does not have to be unique. (This is a required field.)

Type list

Determines the type of chart to be displayed.

Note: If you change the type to Scorecard, the information on the page changes to accommodate scorecard details.

X-Axis list

The data field represented on the X-axis of the chart. This field is not displayed for a pie chart.

Y-Axis list

The data field represented on the Y-axis of the chart. This field is not displayed for a pie chart.

Group By list

The data field used to group projects in the chart. Grouping gathers, or groups, all of the projects together that contain the same value for the selected data field. This field is not displayed for a histogram.

Bubble Size list

Determines the size of the bubbles that display in a bubble chart.

Color Theme list

Determines whether to display the color theme in pastel or primary colors.

Show 3-D option

Determines whether to display the chart in 3-D format. Clearing this option displays the chart in 2-D format.

Show horizontal gridlines option

Determines whether to display horizontal gridlines in the chart. This field is not displayed for a pie chart.

Show vertical gridlines option

Determines whether vertical gridlines are displayed in the chart. This field is not displayed for a pie chart.

Show all values on axis, not just assigned values option

Determines whether to display all values on the X axis and Y axis, even if there is no assigned value.

For example, if you choose to display Project Status on the X axis, the X axis displays all types of Project Status (Active, Inactive, What-If), even if no projects are assigned to a status type. This option only applies when you choose to display project code, project status, or risk level on the X or Y axis. This option is not displayed for a pie chart.

Data list

The data field represented in a pie chart.

Show pie data label option

Determines whether to display the value for the customize option you select in the Data field. For example, if you choose to display Actual Cost data in the pie chart, the chart displays the Actual Cost value next to each section of the pie chart.

Show group by label option

Determines whether to display the value for the customize option you select in the Group By field. For example, if you choose to group the chart by project, the chart displays the project name next to each section of the pie chart.

Show percentage option

Determines whether to display the percentage of each slice of the pie chart.

Tips

If you select a Portfolio View portlet that has Scorecard listed in the Type list, you will see the Customize Scorecard dialog box in place of the Customize dialog box.

Getting Here

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard.
  3. On the dashboard, expand a Portfolio View portlet. (For example, a bubble chart portlet.)
  4. In the Portfolio View portlet, click Customize.

Related Topics

About Portlets

List of Portlets

Creating Portfolio View Portlets

About Portfolio Views

Working with Portfolio Views


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