The Portfolio Analysis settings area displays configurable options for viewing portfolio data.
Basic Settings
The following fields are common in all views.
Filter by field
The portfolio, project code, or project that the application uses to filter the dashboard. The portlets only display information that meets the selected filtering criteria.
You can change the Filter by option for a private (user-defined) dashboard, and for any multi-user or global dashboard you create.
View list
Determines how data is displayed in the work area.
Select the type of view from the following categories:
Bubble Chart: A Bubble chart lets you analyze three aspects of project data. The x-axis represents one data field, the y-axis represents a second field, and the size of the bubble represents a third field. A bubble chart is useful when you want to analyze three independent project variables at one time.
Histogram: A histogram lets you analyze project data in a vertical bar chart format. You can select a project data field to display on the x-axis and another field to display on the y-axis of the chart; typically, the x-axis represents categorical data, and the y-axis represents individual data values.
Pie Chart: A Pie chart is a circular chart divided into slices, where each slice represents a particular group; the size of the size of the slice represents the value of the selected data field, specific to the group. A pie chart is useful for analyzing relative parts of a whole.
Scorecard: A scorecard lets you analyze data in a spreadsheet-type format. You can use a scorecard to assist with more sophisticated analysis of a set of projects.
Side-by-Side Histogram: A side-by-side histogram is a more sophisticated version of the histogram. In this type of chart, categorized data can be grouped, side-by-side, to assist with comparisons. A side-by-side chart is useful when analyzing relative parts of a whole.
Stacked Histogram: A stacked histogram is a more sophisticated version of the histogram. In this type of chart, categorized data can be grouped, or stacked, to assist with comparisons. A stacked histogram is useful when analyzing relative parts of a whole.
More Settings
Additional settings vary according to your chosen view: