Help Contents

Overview

  • About Optsee® Help
  • System Requirements
  • Installation
  • Registration
  • Back-Up and Sharing Files

    • Quick Start Guide

  • Table of Contents
  • Opening a Datafile
  • Naming and Saving a New Portfolio
  • Adding Project Attributes to Your Portfolio
  • Adding Individual Projects to Your Portfolio
  • Editing Projects in Your Portfolio
  • Importing Projects to Your Portfolio
  • Creating a Bubble Chart
  • Examining a Bubble Chart: First Analysis
  • Interacting With Bubbles
  • Using Zoom-Boxes
  • Annotating and Drawing on Your Charts
  • Displaying Bubbles With Zero and Below Sizes
  • Setting Chart Preferences
  • Customizing Your Bubbles
  • Adding Background Colors and Gradients
  • Creating a 3D Bubble Chart
  • Analyzing and Customizing a 3D Bubble Chart
  • Displaying Subsets of Projects
  • Using Custom Legends
  • Modifying of a Subset of Projects
  • Using the Prioritization Engine
  • Using Prioritization Bar Charts
  • Using Sensitivity Charts
  • Tracking Uncertainty and Risk
  • Using Project Ranking Charts
  • SMART Prioritization Using Simulations
  • Optimizing Your Portfolios
  • Optimizing Using Project Dependencies
  • Optimizing With "Force-In" and "Force Out"
  • Comparing Multiple Optimizations
  • Using the Selected Preference Parameter
  • Using the Portfolio Dashboard
  • Creating and Using Portfolio Views
  • Using Efficient Frontier Charts
  • Using Baseline Tracking
  • Printing and Exporting Charts
  • Printing and Exporting Portfolios

    • Portfolio Lists

  • Using the Portfolio List Form
  • Portfolio List Form
  • Portfolio List Preferences

    • Portfolios

  • Portfolio Overview
  • Portfolio Data Tab
  • Bubble Charts Tab
  • Bar Charts List Tab
  • Ranking Charts Tab
  • Sensitivity Charts Tab
  • Simulation Results Tab
  • Optimizations Tab
  • Attribute List
  • Portfolio Views
  • Saved Optimizations
  • Baseline Trends
  • Portfolio Dashboard
  • Adding Attributes
  • Adding and Editing Projects
  • Project Preferences
  • Importing Projects
  • Selecting and Displaying Subsets
  • Sorting Projects
  • Querying Portfolios
  • Portfolio Optimization
  • Printing and Exporting Portfolios
  • Portfolio Preferences

    • Attributes

  • Adding Attributes
  • Attribute List
  • Attributes Form

    • Prioritization

  • Using SMART Prioritization
  • Simulation-Prioritization
  • Prioritizer form
  • Simulation Results List
  • Cumulative Percentage Chart

    • Optimization

  • The Optsee Optimizer™
  • Optimizing Your Portfolios
  • Optsee® Pro Optimization Form
  • Optsee® Plus Optimization Form
  • Optimization Results Form
  • Saved Optimizations List
  • Compare Optimizations List

    • Bubble Charts

  • Managing Bubble Charts
  • Bubble Chart Form
  • 3D Bubble Chart Form
  • Bubble Charts List Form
  • Creating Bubble Charts
  • 2D Bubble Chart Preferences
  • Creating 3D Bubble Charts
  • 3D Bubble Chart Preferences
  • Using Custom Legends
  • Annotating Bubble Charts
  • Printing and Exporting Bubble Charts

    • Bar Charts

  • Managing Bar Charts
  • Bar Charts List Form
  • Creating Bar Charts
  • Bar Chart Preferences

    • Ranking Charts

  • Using Ranking Charts
  • Ranking Charts Form
  • Ranking Charts List Form
  • Creating Ranking Charts
  • Ranking Chart Preferences

    • Efficient Frontier Charts

  • Using Efficient Frontier Charts
  • Efficient Frontier Chart Form
  • Efficient Frontier Preferences

    • Sensitivity Charts

  • Using Sensitivity Charts
  • Sensitivity Charts Form
  • Sensitivity Charts List Form
  • Creating Sensitivity Charts
  • Sensitivity Chart Preferences

    • Menus

    The Portfolio Ranking Chart List Form

    Form Overview

    This form is displayed when you click on the "Ranking Charts" tab of the Portfolios form.

    This form is used to create, open, modify, delete, and list all of the Ranking Charts in the Portfolio.

    The form displays a list box that lists each Ranking Chart and its associated data objects (the ranking value and the bubble size). Double-clicking on a row will open the corresponding Ranking Chart displayed on that row in the Ranking Chart form.

    The Portfolio Ranking Chart List Form List Box:

    The Ranking Chart list box displays the name of the Ranking Chart and the attributes associated with the data display: the Y-axis (Ranking Value) and the bubble size. All of the columns can be sorted by clicking on the header at the top of the column.

    The number (no.) column: the number column displays a number associated with each Ranking Chart row.

    The chart name column: The chart name column displays the name of the Ranking Charts in the Portfolio. Slow double-clicking on a Ranking Chart name will make the name editable so you can modify it directly in the form. Names can not exceed 48 characters and cannot be duplicated within an individual Portfolio.

    The Ranking Value (Y-axis) column and Bubble Size columns: these columns display the name of the attribute assigned to the data element of the particular Ranking Chart.

    The Portfolio Ranking Chart List Form Buttons:

    [New] button: Click on this button to open the New Ranking Chart form.

    [Open] button: Click on this button to open the selected (highlighted) Ranking Chart. This button is enabled only when a Ranking Chart in the list has been selected.

    [Modify] button: This button opens the Ranking Chart Preferences form. This button is enabled only when a Ranking Chart in the list has been selected.

    [Duplicate] button: This button opens a form to let you name and save an exact duplicate of the Ranking Chart selected in the list, including any drawing or annotations.

    [Delete] button: Click on this button to delete the selected Ranking Chart. You will be prompted to confirm that you want to delete the selected chart. This button is enabled only when a Ranking Chart in the list has been selected.

    [Close] button: Click on this button to close the Portfolio Ranking Chart List form.