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Portfolio Budget and Projects

This report shows budget broken out by portfolio, overlaid with the number of projects per portfolio. For example, as a combination report with Budget as a line and number of projects as columns.

Portfolio Budget and Projects.png

 

Design View Selection Comments
General

Topic: Portfolio

Type: Combination: Area, Column, Line

Title: <enter a meaningful title>

 

Other report Types that could be used instead include Area: Basic, Bar: Basic, Column: Basic, Line, and Spiderweb.

Data

Bottom Axis: Title

Right Axis - Column: Number of Projects

Left Axis - Line: Budget Cost

Other fields could also be added as needed, to area, line, or column axes.

To change the data field labels for the Legend, for example from "Project Count" to another label, within the Right Axis - Column area title select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field "Display Name".

Screen Shot 2021-02-11 at 9.35.01 AM.png

Screen Shot 2021-02-11 at 9.35.18 AM.png

Display Configure Display options.   
Variable Settings

Filters: optionally include a portfolio filter

 

If you want to allow the user to change to a different Scope and/or Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.