Portfolio Views Section of the Content Tab of the Customize Dashboard PageOverview Use this section to enable and configure portlets in the dashboard that show customized portfolio data in a chart, scorecard, or histogram view. Screen Elements Add link Adds a new portlet ready for customization. Portfolio View option Determines whether to display a portfolio view on a dashboard to help analyze data for a particular project group or project.. Remove link Deletes the portfolio view. Common Fields section The following fields apply to most chart types: Title The name of the portfolio view. Because P6 portfolio view titles support up to 255 characters, this field can include descriptive information helpful to users in identifying each view. Histogram of Remaining Effort by Sponsor and At Completion Variance Analysis by Product Bubble Chart are examples of portfolio views that have been assigned helpful descriptive titles. The portfolio view title appears in the portlet titlebar. This is also the name that appears in the title bar of the portlet. Type The type of chart to be displayed. If you change the type to Scorecard, the information that displays on the page changes so you can input scorecard details. X-Axis The data field represented in the X-axis of the chart. This field is not displayed for a pie chart. Y-Axis The data field represented in the Y-axis of the chart. This field is not displayed for a Pie chart. Group By The data field used to group projects in the chart. Grouping gathers, or groups, together all of the projects that contain the same value for the selected data field. This field is not displayed for a Histogram. Color Theme The type of colors included in the chart: pastel or primary. Show 3-D option Determines whether to display the chart in 3-D. Show horizontal gridlines Displays horizontal gridlines in the chart. This field is not displayed for a Pie chart. Show vertical gridlines Displays vertical gridlines in the chart. This field is not displayed for a Pie chart. Show all values on axis, not just assigned values Displays 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. Bubble Chart Fields section The following field applies only to the Bubble chart: Bubble Size Specifies the size of the bubbles that display in a Bubble chart. Pie Chart Fields section The following fields apply only to the Pie chart: Data The data field represented in a Pie chart. Show pie data label For each section of the Pie chart, displays the value for the customize option you select in the Data field. For example, if the data you choose to display in the Pie chart is Actual Cost, the chart displays the Actual Cost value next to each section of the Pie chart. Show group by label For each section of the Pie chart, displays 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 Displays the percentage of each slice of the Pie chart. Getting Here
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