The chart type portfolio belongs to class 3.
A portfolio displays the position of an object (enterprise, product, and so on) in a four-field matrix. The position of the object is defined using two dimensions.
Portfolios are used mainly in enterprise and product comparisons. For example, a portfolio can be sorted like the products of an enterprise by their dimensions economics and strategic significance.
You build the underlying table for a portfolio as follows:
The X value of a data point is always defined from the first data column. The Y value of a data point is defined from the second, fourth, ... data column, depending on the data column to which the data point belongs. The X and Y values together give you the center of the bubble.
You can change the form of the markers for a bubble or hexagon by choosing Data Series Format → Default Data Series → Area Properties → MarkerShape. The field MarkerSize has no function for this chart type. You can change the marker size as follows:
If you are formatting a single portfolio with a fixed size, use automatic calculation of the value range and deactivate the property Portfolio → Size in Percent.
If you are formatting a portfolio whose size can change, use automatic calculation of the value range as well as the property Portfolio → Size in Percent.
If you want to display multiple portfolios on a Web site with comparable scaling, enter a minimum and maximum value (for all portfolios).
The graphic below clarifies the link between the value range and the marker size.
You can also use the property Portfolio → Minimum Value to ensure that small markers remain visible.