Quick Start Guide
Efficient Frontier Charts
The Create New Bubble Chart Form
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, and bubble size values. 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 48 characters, including spaces.
The Drop-Down Menus:
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.
Bubble Size Values: 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.)
Z-Axis: Select the Z-axis parameter from this list in this drop-down menu. This will automatically create a 3D bubble chart and open in the 3D bubble chart display form.
The "Use Weighted Values" Check boxes (Optsee® Plus only):
Select a "Use Weighted Value" check box if you want to chart the corresponding individual weighted normalized attribute values, instead of the entered actual attribute values. These check boxes are disabled if a Date-formatted attribute or "Overall Value Score" is selected in the corresponding pop-up menu.
Create New Chart Buttons:
[Save and Open Chart]: Click on this button to save and display the new 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.
[Cancel]: Click on this button to close the Create New Bubble Chart form without saving the chart.