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Portfolio (Bubble) Chart Capability


I am trying to create a bubble chart using WAD 3.5, the Portfolio chart type seems to be the most appropriate, but I can not figure out how to get the chart to show the metrics per my specification.

X-Axis - Change in Days

Y-Axis - Change in Value

Z-Axis (Size) - Total Value

Bubble Color - Region

Individual Bubble - Opportunity

The results should be a bubble chart with 4 different series, each series containing a datapoint representing an opportunity.

The bubbles are sized based on the total value of the opportunity and are positioned in the chart based on the shift in days (x axis) and value (y axis) from a previous time period.

The data is not a problem, I have a query with all the relevant characteristics and key figures. The issue is getting the chart to properly chart these items. The closest I can get is with:

Row Fields: Region

Column Fields: Opportunity, Key Figure Structure

When I do this, I do get one 'series' for each region, but all the bubbles for each series get placed at the X-Axis value for the first opportunity. Other attempts have resulted in creation of a series for each opportunity.


Former Member
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