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Overview

Quick Start Guide

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Bubble Charts

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The Create New Bubble Chart Form

Form Overview

Use the Create New Bubble Chart form to create a new bubble chart. This form has a blank field for entering the new chart name. Below the chart name field are three drop-down menus for selecting the X-axis, Y-axis, Z-Axis, and bubble size values. The [Packed Bubble] checkbox lets you create a new packed bubble chart. Buttons at the bottom allow you to save and open the new chart, save without opening, or cancel and close the form.

Create New Bubble Chart Name field:

Enter the Name for the new chart in this field. The chart name must be unique to the portfolio and not exceed 102 characters, including spaces.

The Drop-Down Menus:

Bubble: Select the bubble-size parameter from this list in this drop-down menu. The bubbles in the chart will be sized relative to the values selected here. (Note: The default value is that the bubble area will be proportional to the selected parameter. This can be changed to radius, if desired, in the Chart Preferences form.)

Y-Axis: Select the Y-axis parameter from this list in this drop-down menu.

X-Axis: Select the X-axis parameter from this list in this drop-down menu.

Z-Axis: Select the Z-axis parameter from this list in this drop-down menu. The Z-axis is the vertical axis of a 3D bubble chart. This will automatically create a 3D bubble chart and open in the 3D bubble chart display form.

Create New Chart Buttons:

[Packed Bubble] checkbox: Check this box to create a new packed bubble chart. When this is checked, the X-, Y-, and Z- axis drop-down menus are disabled.

[Save and Open Chart]: Click on this button to save and display the new Bubble Chart, packed bubble chart, or 3D Bubble Chart. This button is disabled until a name has been added to the Chart Name field and the X, Y, and Bubble parameters have been selected.

[Save]: Click on this button to save, but not display, the new bubble chart. This button is disabled until a name has been added to the Chart Name field and the X, Y, and Bubble parameters have been selected. The saved chart can be opened from the Portfolio Bubble Chart List Form.

[Cancel]: Click on this button to close the Create New Bubble Chart form without saving the chart.