Tip
When editing the hopper chart, it is a good idea to choose
variables that are on your company's idea form. To edit an idea form, go to
Create and select the idea form.
For a preview of the graph and to make graph editing easier, create a few
test ideas in the sandbox workflow before you edit the hopper chart. Any ideas
or projects you create in the sandbox will not go live when you publish the
sandbox.
- In the
web app, select
Design.
If a sandbox is not available, then create one.
- In the sandbox, select
Workflow.
- Under
Hopper,
select
Edit hopper chart.
- Choose one of the following
charts to display in the hopper.
- Bubble Plot
- Evaluate project ideas based on three variables. For example, you
can use a bubble plot to compare ideas based on the effort, risk of failure,
and benefit.
- Scatterplot
- Evaluate project ideas based on two variables. For example, you can
use a scatterplot to compare ideas based on the effort and risk of failure.
- Bar Chart
- Evaluate project ideas based on one variable. For example, you can
use a bar chart to plot a project's risk of failure.
- Choose the variables to
display on the chart.
- Choose a grouping variable to
categorize the variables using a list field. For example, you might want to
group variables by Department (Design Engineering, Marketing, and Sales) or by
Belt Level (Green Belt, Black Belt, Master Black Belt).
- Set reference lines on the x
and y axes to designate the quadrants of the bubble plot or the scatterplot. On
a bar chart, set a single reference line on the x-axis to designate a goal or a
limit.
- Select
Save.
- When you finish your changes
in the sandbox and you are satisfied with how they will be applied in the live
site, select
Publish Changes.
