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How Siebel CRM Constructs a Chart Applet

Siebel CRM builds a chart as an applet that contains one or more Chart object definitions. A Chart is a child of an applet. The Business Component property of a chart applet identifies the business component that provides data that Siebel CRM displays in a chart applet. Records in this business component are subject to the current view, the current query, and visibility requirements. Business component fields provide the data for the category, data point, and series axes in a chart applet. The properties of the chart object define the relationship between axes and fields.

A single bar or line graph is the simplest form of chart applet. It contains no series axis and only a category field and a data point field are defined. Siebel CRM plots pairs of category and data point field values as points or bars. If multiple records use the same category value, then Siebel CRM adds together their data point values.

Figure 57 illustrates how Siebel CRM plots the number of opportunities on the data point axis against the source of the opportunity on the category axis. Example sources include referral, magazine article, Web site, and so forth. To generate the data required for the line, Siebel CRM checks the Source field in each record and tallies the number of opportunities for each distinct source value.

Figure 57.  Oppty Chart Applet - Source Analysis
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Figure 58 illustrates the result, which is a two row temporary table that includes a column for each source.

Figure 58.  Temporary Table for Single Line Chart Data

Figure 59 illustrates a multiple line chart where Siebel CRM adds a row to the temporary table for each line in the series.

Figure 59.  Example of a Multiple Line Chart
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Figure 60 illustrates the temporary table for a multiple line chart.

Figure 60.  Temporary Table for Multiple Line Chart Data
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Properties of the Chart Object

To create the data mapping from the business component to the chart applet, you must define the properties of the Chart object that are described in this topic. For situations where these properties are configured differently, see How Siebel CRM Constructs a Chart Applet and Siebel Object Types Reference.

Table 42 describes properties of the Chart Object.

Table 42. Properties of the Chart Object

Category Field

Contains the name of a text or date field in the business component except for a scatter chart, which uses a numeric category field. When Siebel CRM scans the business component records, Siebel CRM maps the different values in this field to different categories. Siebel CRM displays values on the X-axis labels of the chart.

Data Point Field

Can contain the name of a numeric field in the business component or is not defined:

  • If it is defined, then Siebel CRM adds the value in this field in each record to the total for the value of the category field in the same record.
  • If it is not defined, then Siebel CRM increments the count for the corresponding category field.

These counts or totals determine the height along the Y-axis of a bar or line point for each unique category field value in the line. Rather than a total or a count, some other function that is defined in the Data Function property can determine how to use the data in the Data Point Field property.

Series Field

Contains the name of a text field in the business component, or is not defined. When Siebel CRM scans the business component records, Siebel CRM maps the different values in this field to different lines. Siebel CRM displays these values on the legend labels of the chart.

NOTE:  If the number of series exceeds 50 when the user runs the chart, then Siebel CRM displays an error message. The user might be required to run another query that results in a display that does not exceed 50 series.


Determines how Siebel CRM converts data point field values into the cell values of the new table. The following values are available:

  • Sum. Simple addition.
  • Count. The number of occurrences of a cell value.
  • Average. The average value for each record.
  • Plot. Similar to Count except that if a cell is empty, then the value is NULL instead of 0.
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