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Working with Portfolio View Bubble Charts

In addition to plotting data along the X axis and Y axis, bubble charts also adjust the relative size of each entity's bubble or circle to depict a third value, and they group the data by still a fourth value.

Example: A user wants to analyze original budget, cost variance, and at completion total cost for each project in a portfolio. The user also wants to compare this data to another portfolio grouping projects by division/office and showing risk level, actual total cost, and at completion total cost. The user navigates to the Portfolio Analysis page and customizes the portfolio views, filters, scenarios, and bubble chart options shown below. The user sets Original Budget to display on the X-axis and Cost Variance on the Y-axis. Next, the user selects At Completion Total Cost as the bubble size and sets the Group by to Project. When the chart appears, each bubble represents a single project; the size of the bubble represents the At Completion Total Cost value for the project; the bubble's position on the X-axis represents the original budget value for the project; and the bubble's position on the Y-axis represents the cost variance value for the project. The user configures a second bubble chart to display Risk Level on the X-axis, Actual Total Cost on the Y-axis, and At Completion Total Cost for the bubble size. This time, the projects in the portfolio are grouped into bubbles by division/office.

Note: To support comparative analysis, the Portfolio Analysis work area is divided into two identical parts with the only difference being the data that appears in each part. The elements below appear within each part.

Bubble chart on the Portfolio Analysis page

Table of Key Bubble Chart Elements

Item

Description

item one

Portfolio Analysis toolbar.

item  two

Filter: The currently applied filter appears. The top chart's filter is determined by the currently selected portfolio. You can set the bottom chart's filter by clicking "".

item  three

More/Basic buttons: Click More "" to display more options in the Portfolio Analysis Settings area. Click Basic "" to hide the additional settings.

item  four

Portfolio Analysis settings area.

item five

Bubble Chart work area: Your chart will appear in this main work area.

item six

Legend: Based on the Group By field, each item in the legend is given a color based on the selected color theme.

Related Topics

About Portfolio Views

Working with Portfolio Views

Working with Portfolio View Scorecards

Working with Portfolio View Pie Charts

Working with Portfolio View Histograms


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