Portfolio

Description:

Portfolio analysis is used to classify data by color according to two data fields at the same time.
For example, you can order the sale on the X axis and the number of customers on the Y-axis.

To improve the visualization, the chart is divided into four quadrants with different colors.

Portfolio displays are possible for all types of layers apart from goods flow layers.

• Addresses by icon color
• Areas by surface area color.

The user can view the portfolio graph on the legend.

Address layer - Portfolio settings

To set a portfolio, proceed as follows:

1. Click on <Map editor settings> button in the dashboard.

2. Click on <Add> button.

3. Select the required layer.

4. Select the allocation type as 'Portfolio'.

5. Click on <Next> button.

6. In the Select portfolio type area, select your desired portfolio from 2x2, 2x3 or 3x3

7. In the Vertical area, select the layer table and the numeric field that you want to map on the X-axis.

8. In the Horizontal area, select the layer table and the numeric field that you want to map on the Y-axis.

9. Enter the limit values to define the quadrants.

10. If required, change the colors of the quadrants by clicking a quadrant and then selecting a new color in the Color selection box.

11. Repeat the process for the other color fields if required.

12. Click on <save> button.

Area layer - Portfolio settings

To set area layer portfolio settings, proceed as follows

1. Click on <Map editor settings> button in the dashboard.

The display wizard opens.

2. Click on <Area Settings> Button..

3. Click on <Add> button.

4. Select the required layer.

5. Select portfolio in allocation list.

6. Click on <Next>.

7. In the Select portfolio type area, select your desired portfolio from 2x2, 2x3 or 3x3

8. In the Vertical area, select the layer table and the numeric field that you want to map on the X-axis.

9. In the Horizontal area, select the layer table and the numeric field that you want to map on the Y-axis.

10. Enter the limit values to define the quadrants.

11. If required, change the colors of the quadrants by clicking a quadrant and then selecting a new color in the Color selection box.

12. Repeat the process for the other color fields if required.

13. Click on <save> button.