Help Contents


Quick Start Guide

Portfolio Lists


Bubble Charts

Bar Charts

Ranking Charts

Sensitivity Charts


Welcome to Bubble Chart Pro™, Bubble Chart Pro™ PLUS, and Bubble Chart Pro™ OPTIMAL. The Bubble Chart Pro™ system provides you with a powerful tool for quickly organizing, analyzing, visualizing and communicating your business data using insightful and colorful charts.

Bubble Chart Pro™ applications are easy to learn and use. The following is a summary of what you can do with Bubble Chart Pro™. To learn more, go to the Bubble Chart Pro™ Quick Start Guide, and visit the Bubble Chart Pro™ Web site at

Organize, Visualize, and Analyze Critical Business Decisions

Data in Bubble Chart Pro™ is organized into Portfolios, which are similar to spreadsheets but have sorting, querying, and selecting functionality built-in so it is easy to “slice and dice” your data and see it displayed in your charts immediately. Data is entered in 4 different ways: by moving bubbles on a chart, by using a form, by importing from a spreadsheet, or by directly entering it into Portfolio cells.

Each Portfolio contains a list of Projects and each Portfolio can contain as many Projects as you want. The Projects are stored in rows and the numerical data associated with each Project is listed in corresponding columns. Each column has a cell at the top that displays the label for the data in that column; this is called the “Attribute name,” and each column, therefore, displays the “Attribute data.” A Portfolio can have up to 100 attribute columns.

You as many different Portfolios as you want, and you open them from the Portfolio List form.

Each Portfolio form consists of multiple tabs for organizing your data and charts, depending on the edition you're using:

You can create and save as many bubble charts as you want using the New Chart forms. Saved charts and their associated data parameters are listed in the respective chart tables so you can find the one you want to view and open it in just 2 clicks.

Virtually every display aspect of a chart is customizable using the chart preferences forms such as the Modify Bubble Chart Preference form. You can also annotate your bubble charts with drawings and text using the Drawing Toolbar associated with your open charts.

Portfolios can be printed or exported to spreadsheets using the “Print” and “Export” menu Projects. Similarly, charts can be printed directly or exported to a variety of popular graphic formats including png, jpeg, and gif for use in reports.

Prioritize Your Projects Using Bubble Chart Pro™ PLUS

Bubble Chart Pro™ PLUS and OPTIMAL includes a SMART (Simple Multi-Attribute Ranking Technique) prioritization engine built-in so you can easily strategically rank your Projects based on the relative importance of the attributes. All you do is to decide which attributes are the most important to your decision (such as cost, risk, return on investment, etc.) and then weight the attributes relative to their importance. The weight determines the amount of influence that a project’s attribute value will have on the project’s value scores and project ranking. For example, an attribute with a weight of 200 will have twice the influence as an attribute with a rank of 100.

The SMART value scores for each Project are displayed in a “Value Score” column. When you change and save an Project’s data or an attribute’s weight, the new value scores for each Project are displayed immediately. Of course, you can also plot these values scores in your bubble charts, which allows you to see the correlations between the value scores and different attributes.

You can also see all your project attribute is custom stacked bar charts, and run sensitivity tests using sensitivity charts.

Using the SMART prioritization engine built-in to Bubble Chart Pro™ PLUS with bubble, bar, and sensitivity charts is a very powerful way to compare and evaluate your Projects.

Just enter your attributes and weights and then enter your Projects into a Portfolio, and you're done. Bubble Chart Pro™ PLUS provides an instant ranking of your Projects.

Manage and Track Project Uncertainty and Risk Using Bubble Chart Pro™ OPTIMAL

Project data estimate are rarely certain, particularly for early stage projects. That's why Bubble Chart Pro™ OPTIMAL makes it easy to automatically track and visualize uncertainty and risk in your portfolios. Bubble Chart Pro™ OPTIMAL also includes a unique charting type called Ranking Charts that allow you to easily compare your projects' uncertainty and risk in multiple attribute dimensions. In addition, the SMART prioritizer will automatically show you the value scores at the high and low ends of an uncertainty interval for each project, and you can turn uncertainty tracking on-and-off .Bubble Chart Pro™ OPTIMAL includes an optimizer

Optimize Your Portfolio Using Bubble Chart Pro™ OPTIMAL

Bubble Chart Pro™ OPTIMAL includes a powerful mathematical optimizer that lets you quickly and easily find portfolios that are maximized for value based on your constraint limitations, such as limited capital, resources, and tolerance for risk

Customize and Analyze

Bubble Chart Pro™ is completely customizable. You can build thousands of portfolios, and charts that manage and analyze thousands of projects. The Bubble Chart Pro™ Optimizer™ lets you check millions of possible portfolios to find optimal project selections.

Share Data and Charts with Other Programs

You can export your data to tab-delineated files that can be opened by popular programs such as Microsoft Excel. All Bubble Chart Pro™ charts can also be exported in popular graphics files so that they may be included in other reports.