Configuring Siebel Business Applications > Configuring Special-Purpose Applets > Customizing a Chart Applet >

Using the Chart Applet Wizard to Create a Chart


You can use the Chart Applet Wizard to create a new chart applet. For more information, see Example of a chart That Includes Three Axes.

To use the Chart Applet Wizard to create a chart

  1. In Siebel Tools, choose the File menu, and then the New Object menu item.
  2. In the New Object Wizards dialog box, Click the Applets tab, click the Chart Applet icon, and then click OK.
  3. In the General dialog box of the Chart Applet Wizard, define the following properties, and then click Next:
    • Project
    • Business Component
    • Name
    • Display Name
  4. In the Y Axis dialog box, define the properties for the Y-axis, and then click Next.

    Follow the instructions in the dialog box. Note that when you define the Data point field, Siebel Tools automatically enters values in the Titles section of the dialog box. For more information, see Data Point Field and Function.

  5. In the X-axis dialog box, define the properties for the X-axis, and then click Next.

    For more information, see Category Field.

  6. (Optional) In the Z Axis dialog box, define the properties for the Z-axis, and then click Next.

    For more information, see Series Field.

  7. In the Chart Title dialog box, enter a title, and then click Next.
  8. In the Web Layout - General dialog box, choose the Siebel Web Template to use for the base read-only mode, and then click Next.
  9. In the Finish dialog box, review the information, and then click Finish.

    The Chart Applet Wizard creates the required object definitions and sets the property values according to the information you entered in the wizard. The Web Applet Layout Editor opens and allows you to map controls to placeholders in the web template.

    For more information, see Editing the Layout of a Web Page.

  10. Add list controls to the web template for the applet.

    Siebel CRM displays these controls in the chart applet in the Siebel client. For more information, see Customizing Lists in Chart Applets.

  11. Add the applet to a view.

    For more information, see Editing the Layout of a View.

  12. Compile and test your changes.

    For more information, see Using Siebel Tools.

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