Help Contents

Overview

Quick Start Guide

Portfolio Lists

Portfolios

Bubble Charts

Menus

Form Overview

This form displays a single bubble chart. In the chart area, the chart name is displayed at the top, the Y-axis name is on the left, and the X-axis and bubble size labels are on the bottom.

The Legend area displays the item name next to a small representation of that item's bubble. You can display the legend in different ways using the Bubble Chart Preferences form.

Legends can be sorted by clicking on the headers at the top of the legend area.

You can open the corresponding Project form or Project Notes directly in the Project form by double-clicking on a bubble or a legend item. You can set this preference in the Bubble Chart Preferences form.

You can move bubbles around by placing the cursor on a bubble, and holding the mouse down until a red box appears around the bubble. Then click on the bubble again and hold the mouse down to drag the bubble to where you want to place it. Lifting the mouse up drops it into that place and the Portfolio data is updated. (Note: This feature can also be disabled in the Bubble Chart Preferences form by checking the [Lock Bubbles] checkbox.) The column data associated with the Project is modified and saved.

Bubble Charts can also display bubbles with areas corresponding to zero and negative values. Bubbles areas that correspond to negative values are displayed with the size representative of the negative value, but are white with an "X" spanning the diameter of the bubble. The "X" displays the color and pattern or picture assigned to the item.

Bubble areas that represent to 0 are simply represented by X's. The "X" displays the color and pattern or picture assigned to the item.

Changes to the chart display are made using the Bubble Chart Preferences form, which is opened by clicking on the [Modify] button at the bottom of the bubble chart legend area.

You can set the initial size of the bubble chart window using the Set Bubble Chart Size form and you can adjust the chart size by dragging the lower right corner.

You can annoate bubble charts using the Drawing Tools Toolbar. It is opened using the "Open Drawing Toolbar" menu item under the "Charts" menu.

You can also print and export the chart displayed in this form using the standard "Print" and "Export" menu items under the "File" menu.

Bubble Charts can also display bubbles with areas corresponding to zero and negative values.

Right-Mouse Click on Bubbles:

Placing the cursor over a bubble and right-clicking displays the name and coordinates for the selected bubble.

Displaying Object Notes:

Right-clicking on an axis label will open the Notes form for that axis label. If the axis data is categorical, left-clicking on a category label will open the Notes form for that category.

Dragging and Dropping Bubbles:

You can move bubbles around by placing the cursor on a bubble, holding the mouse down, and dragging the bubble to where you want to place it. The column data associated with the Project is modified and saved based on where the bubble was dropped (mouse released). If one of the chart axis represents the "Overall Value Score," then the Portfolio is re-scored based on the new position of the bubble and the chart is re-drawn.

As you drag a bubble, the current coordinates of the X and Y axes are displayed unless one of the axis is the "Overall Value Score." The overall value score is only calculated after the bubble has been dropped. Note that bubbles using weighted data values cannot be dragged at all.

Moved bubbles can be restored to their original position by selecting the "Undo" menu item from the "Edit" or selecting the control-z (Windows) or command-z (Mac) after moving a bubble. Multiple Undo's can be performed while a chart is open, however, all changes are saved after the chart is closed. Bubbles moved by modifying and saving project data cannot be reversed by using the "Undo" function.

Modifying the Axis Data Column Assignment:

Clicking on an axis label in a 2-D or 3-D bubble chart opens a pop-up menu that lets you change the data assigned to that axis without opening the Chart Preferences form.

The Bubble Chart Display Form Buttons:

[Zoom Box On] button: Click this button to enable drawing a "zoom box." A zoom box lets you zoom-in on an area of a bubble chart by displaying the only bubbles defined by the area of the zoom box. After clicking [Draw Zoom Box], you define the area that you want to isolate by dragging the mouse:

When you release the mouse, the bubble chart is redrawn to only display the area defined by the zoom box:

[Zoom Box Off] button: Click this buttons to restore the chart to its original display parameters.

[Blinking On/Off] button: Click this buttons to start/stop the blinking of any projects that have been set to blink in the Project form.

[Modify]: Click this button to display the Chart Preferences form.

[Show/Hide Legend] button: Use this button to toggle the display of the legend on and off in the form.

[Notes]: Click open the associated Notes form. The button displays a green "on" indicator in the lower right corner of the graphic if there are notes associated with the chart.

[Close]: Click on this button to close the Bubble Chart form.