Help Contents

Overview

Quick Start Guide

Portfolio Lists

Portfolios

Attributes

Prioritization

Optimization

Bubble Charts

Bar Charts

Ranking Charts

Efficient Frontier Charts

Sensitivity Charts

Menus

New Ranking Chart Form

Form Overview

Use the Create New Ranking Chart form to create a new Ranking Chart. This form has a blank field for entering the new chart Name. Below the chart name field are two popup menus for selecting the Y-axis values and optional 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 Ranking 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:

Attribute for Ranking (Y-Axis): Select the Y-axis parameter from this list in this popup menu.

Bubble Size Values (Optional): Select the bubble-size parameter from this list in this popup 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 ratio, if desired, in the Ranking Chart Preferences form.)

Create New Chart Buttons:

[Save and Open Chart]: Click on this button to save and display the new Ranking Chart. This button is disabled until a name has been added to the Chart Name field and the attribute has 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 attribute has been selected.

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