Configuring Siebel eBusiness Applications > Configuring Special Purpose Applets > Understanding How Chart Applets Are Constructed >

About the By Picklist

The contents of the Category Field property in the Chart object definition determine the behavior of the By picklist (ChartPickBy combo box control), as follows:

• Calendar increments in the picklist and X axis. If the Category Field property contains the name of a single field that has a DTYPE_DATE data type, the X axis displays calendar increments and the chart is considered a period chart. In this situation, the picklist is populated with calendar increment options, including user defined periods (specified in View > Site Map > Application Administration >Periods) such as Day, Week, Month, Quarter, and Year.

  For example, in the New Business Analysis chart, the category field is Created (the date of creation of the record, hence of the opportunity). As a result, the category axis contains date increments, based on the increment the user selects in the By picklist.

• Text labels in the X axis, category and series field names in the picklist. If the Category Field property contains the name of a single text field from the business component, and a series field has also been specified (in the Series Field property), the By picklist is populated with the names of the category field and the series field. The user can select either field to populate the X axis with labels derived from the contents of that field; the unselected field populates the legend box (Z axis) with labels. The category field is the default, and is initially displayed on the X axis.

  For example, the chart in the Service Request Product Analysis view in Siebel Service has a category field of Product and a series field of Severity. When the chart is initially displayed, the X axis labels are product names and the legend labels are severity levels. However, the field names Product and Severity appear in the By picklist, and the latter selection allows the user to display severity levels in the X axis and product names in the legend.

• Text Labels in the X axis, multiple field names in the picklist. If the Category Field property contains a comma-separated list of field names, the user is provided with this list of fields at run time in the By picklist. The user's selection determines the field which populates the X axis. The first value in the comma-separated list is the default. (You should avoid blank spaces before or after field names in the list.)
• Numeric values in the X axis, no picklist. If the Category Field property contains the name of a single numeric field, the X axis is populated with numeric increments, similar to the process of generating increments for the Y axis. In this situation, the By picklist is not shown.

  For example, the Probability Cluster Analysis chart in the Opportunity Probability Cluster Analysis view has a category field of Rep % (the probability of a sale). In this chart, probability is plotted against the X axis, the X axis increments are percentages from 0% to 100%, and no By picklist appears.