- In the Investor Map module, click Map Tools to show the set of panels.
- Click the Views bar to expand the Views panel.
- Select either item or portfolio mode. Item mode shows all items included in the entire hierarchy of the selected portfolio. Portfolio mode shows only the first level portfolios included in the selected portfolio. When a portfolio of items is selected, the Portfolio mode is disabled.
- Check Show bubble names to show a label for each bubble in the map. Check Ignore bubble size to display each item or portfolio in the same size instead of sizes based on data of the size axis category.
- Select Show Sum or Show Balance to switch between viewing the strategic bucket information in terms of the sum or balance.
- Sum: Sum is the total value of the bucket's size axes.
When goals are entered for the portfolio or scenario, the Title Bars also shows the actual values next to the bucket goals, with the percentage of deviation in parentheses. The background colors of the title bars change to indicate the deviation between the actual values and the goals. For example, a deviation of -4.9% may be shown in green, while a deviation greater than 100% may be shown in red.
- Balance: Balance is the percent of a bucket's summary in relation to the entire portfolio summary.
When goals are entered for the portfolio or scenario, the title bars also shows the percent of the actual values next to the percent of the bucket goals. The background colors vary to indicate deviation, as for sums.
Note: To view a tool tip for an individual bucket, mouse over the bucket's Title Bar. The tool tip displays the bucket's sum and balance, and a summary of item status filters..
- Sum: Sum is the total value of the bucket's size axes.
- If the Show Gap Indication check box is not checked, the indicator background colors are shown only in the Title Bars. Check the box to show indicator backgrounds on entire buckets.