Working with Portfolio Views

Each user's personal portfolio views and any global portfolio views appear on the Portfolio Views page. From this page, you can manage views in your choice of scorecard, bubble or pie chart, or one of the types of bar charts or histograms as detailed below:

Scorecard: Similar to tables or spreadsheets, you can display the columns you want in scorecards on the Portfolio Analysis page, the Capacity Planning page, or the Portfolio View portlet. To assist with more sophisticated analysis on a set of projects, you can also use a scorecard to conduct a waterline analysis. A waterline is a visual modeling tool that ranks projects into two separate groups by sorting and applying a constraining limit. Scorecards also permit you to edit some of their fields.
Bubble Chart: A bubble chart displays four project data fields. The X-axis represents the values from one data field, the Y-axis represents a second field, the size of the bubble represents a third, and the field selected for grouping the data represents a fourth field. A bubble chart is useful when you want to analyze three independent project variables at one time, grouped by a fourth set of values.
Pie Chart: A pie chart is a circular chart divided into proportional slices, where each slice represents its contribution to the whole. The size of the slice represents the value of the selected data field. A pie chart is useful for analyzing relative parts of a whole.
Basic Histogram: A basic 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.
Side-by-Side Histogram: A histogram where categorized data can be grouped, side-by-side, to assist with comparisons. A side-by-side histogram chart is useful when analyzing relative parts of a whole. For example, use a side-by-side histogram to analyze original budget based on project status.
Stacked Histogram: A more sophisticated version of the histogram, where categorized data is grouped, or stacked, to assist with comparisons. A stacked histogram is useful when analyzing relative parts of a whole.

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