In the design center, you can configure the hopper chart to display as a bubble plot, a scatterplot, or a bar chart, depending on the number of variables you want a steering committee to consider when evaluating project ideas.

When editing the hopper chart, it's 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 editing the hopper chart. Any ideas or projects you create in the sandbox will not go live when you publish the sandbox.
  1. In the web app, click Design. If a sandbox is not available, then create one.
  2. In the sandbox, click Sandbox Workflow.
  3. Under Hopper, click Edit hopper chart.
  4. Choose one of the following charts to display in the hopper.
    Bubble Plot
    Compares the relationship between three variables. For example, the bubble plot might compare the relationship between a project's effort, risk of failure, and benefit.
    Compares the relationship between two variables. For example, the scatterplot might compare the relationship between a project's effort and risk of failure.
    Bar Chart
    Use when you want to evaluate potential projects based on one variable. For example, the bar chart might plot a project's risk of failure.
  5. Choose the variables to display on the chart.
  6. (Optional) 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).
  7. (Optional) 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.
  8. Click Save.
  9. When you are done making changes in the sandbox and you are satisfied with how they will be applied in the live site, click Publish Changes.
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