Portfolio Modeler Bubble Chart

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This article explains how to access and use the Modeler strategic bubble chart.

Click on the Bubble icon > Bubble Chart. The chart will open in the bottom half of the screen.

Model_Bubble_Chart_Open.png

When you first open the Bubble Chart, it will be blank. You need to set up the X and Y axis, and the bubble size values. Follow the instructions in Set Up the Chart.

Model_Bubble_Chart_Open_Empty.png

Set Up the Chart

The Portfolio Modeler Bubble Chart lets you select fields you want for each axis of the chart to easily visualize and compare your plans across your portfolio.

To set up the bubble chart, select fields for the X and Y axis, and the bubble size from the drop downs at the top of the chart. You can also select to include plans that are "out" in the model. By default, the bubble chart only displays plans that are marked as "in" in the model.

Model_Bubble_Chart_Settings.png

In this example, I have selected the following values:

  • X Axis: Budget

  • Y Axis: Benefits

  • Bubble Size: Prioritization Score

  • Show "Out" Plans: Yes

Model_Bubble_Chart_Complete_Setup.png

Save the Chart View

To save the chart configuration:

  1. Select the View drop down, then click Save. The Save View form will open.

    Model_Bubble_Chart_Save_View.png

  2. Complete the Save View form:

    • Name: Enter a name for your view.

    • Personal View: Check the checkbox to save the view as a personal view for your use only.

  3. Click Save.

    Modeler_Bubble_Chart_Save_View_Form.png

Contextual Menu Actions

Right-click on a bubble to access the contextual menu. From this menu, you can access the plan's Quick Edit form, which will open in a panel on the right side of the screen.

Bubble_chart_right-click_contextual_menu.png

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