Working with Project Bubble Charts
To create a project bubble chart, do the following:
- Navigate to the Manage Dashboard screen by selecting Go To > Dashboards > Manage from the Top Navigation bar. If you are already viewing a dashboard, click on the
Manage icon.
- In the Tree pane, click on the name of your dashboard.
- In the List pane, click on the
Edit button. The Edit Dashboards page is displayed.
Note: Make sure that all your pop-up blockers are inactive.
- From the Category pull-down menu, select Projects. From the Subcategory pull-down menu select General.
- Select the Project Bubble Chart dashboard components from the gallery and drag it into the layout grid.
- Click the Save Layout button to save your dashboard layout.
Selecting the Filter and Display Options
- From the
Manage Dashboards screen, select the Project Bubble Chart component from the List tab.
- Select the Filters tab from the Details pane and click on the
Edit button.
- Choose an Initiative for the dashboard.
- From the Dashboard section, select the number of projects to show.
- Check the Inline box associated with each filter parameter if you want to be able to edit these parameters using the Inline Filters screen.
- From the drop-down list select a parameter for the X axis and the Y-axis. If you selected Finance Aggregate for X or Y axis, then you will see options to select a finance category, finance window, finance dataset, and specify a snapshot for plan.
- Select the bubble size. You can choose fixed or have it be based on effort, or team members (including or excluding TBDs).
- You can select if the bubble color should be fixed, based on completion status, risk, or schedule.
- Click on the Select Color link to choose a color. If you selected the bubble color to be determined by the Completion Status, then enter a percentage for the bubble colors.
- Click the Save button to save your changes.
- From the Details pane, select the General Display Options tab and click on the Edit button. Make the changes and click the Save button to save your changes.
- From the Details pane, select the Chart Display Options tab and click on the Edit button. Select if you want to enable bubble shadow, and choose the color, X offset, Y Offset and the width of the bubble shadow.
- Click the Save button to save your changes.
Swapping X-Axis and Y-Axis
To swap the X-axis and Y-axis parameters, click the Inline Filters
button on the top banner of the Project Bubble Chart dashboard. From the Inline Filters screen, check the Swap X and Y Axis checkbox to swap the axis parameters. Click Apply to refresh the dashboard, or click Save to save the changes.
Project Bubble Charts
About Project Bubble Charts