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Chart Types

The chart type portfolio belongs to class 3.

Portfolio

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.

Data provider

You build the underlying table for a portfolio as follows:

  • The first data column contains the values to be entered on the X axis.
  • The second data column contains the values to be entered on the Y axis.
  • The third data column is relevant for the bubble size.
  • You can add further pairs of data columns to the table. The first data column of a pair always contains the Y values and the second data column the bubble size.

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.

Chart

Special features

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 Portfolio → Size in Percent is not checked, the pixel size is calculated from the minimum and maximum values in pixels.
  • If Portfolio → Size in Percent is checked, the pixel value is calculated as a percentage of the hypotenuse of the x and y axes in the drawing area.
  • Entries in the properties Portfolio → Minimum Value and Maximum Value.
  • Checking the property Portfolio → Minimum Automatic or Maximum Automatic.
    Note

    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.