You can define drill-down dashboards from a specific map. The dashboard is accessed when right-clicking a bubble, and choosing the Dashboard option from the menu. For more information on this menu refer to Accessing the Item Menu.
As some graphs are relevant only for portfolios, you can define one dashboard for items and another for portfolios.
- In the Dashboard step of the Map Wizard, in the Item Dashboard area, select one of the following options:
- None: Select this option if you do not want a dashboard to be available when selecting an item bubble on the Investor map.
- Automatic (default): Select this option to generate an automatic dashboard when selecting an item bubble on the Investor map. An automatic dashboard is generated for each of the four categories that are used as the map axes.
- Other: Select this option if you want to associate an existing dashboard to the item bubble. Select the required dashboard from the drop-down list, and then select the tab that will be seen first.
- In the Portfolio Dashboard area, select one of the following options:
- None: Select this option if you do not want a dashboard to be available when selecting a portfolio bubble on the Investor map.
- Automatic (default): Select this option to generate an automatic dashboard when selecting a portfolio bubble on the Investor map. An automatic dashboard is generated for each of the four categories that are uses as the map axes.
- Other: Select this option if you want to associate an existing dashboard to the bubble. Select the required dashboard from the drop-down list, and then select the tab that will be seen first.
- Select Next to proceed to the next tab of the wizard, or select Finish to save the map and exit the wizard.