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Creating and Saving a Siebel Analytics Chart

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After you have created a request, you can display the data in other formats besides a table. You can use the Views page to display a request as a chart.

NOTE:  Siebel Analytics uses a third-party charting engine. The type of the chart, its size, and the number of elements charted can affect whether axes or legends are displayed. This is constrained by the amount of available space on the Web browser page. Sometimes, by adjusting the width and height controls, it is possible to get undisplayed axes and legend values to appear.

To create a Siebel Analytics chart

Navigate to Siebel Answers, and display the request with which you want to work.
In the right pane, click the Views tab.
In the Views area, click the Chart link.

The Add/Edit Chart page appears.

The Columns area shows the columns that are included in the request.

Make your selections for Horizontal Axis, Vertical Axis, and Legend Axis.
In the Chart Type area, click the link for the type of chart that you want to create. For a list of chart types, see Table 19.
In the Other Options area, click the charting options that you want to use.

For charts with numeric axes, the setting of the Auto Scale option determines how the scale is selected:

When this option is selected, the system chooses the scale. It evaluates the range of values on the axis, and chooses appropriate minimum and maximum values for the scale. This is useful when charting a set of large values that are all within a small percentage of each other—the chart zooms in on the values so differences are more easily distinguished.
When this option is not selected, the axis minimum is always set to zero (0) for positive numbers.
Click the Redraw button to see the effects of your changes.

The updated chart appears.

NOTE:  You can click the Redraw button at any time to see the effects of your changes.

If you want to clear all of your changes, click the Clear button.

The chart reverts to its original settings.

When you are done, click Finished.

After a chart is created, you can save it in the Web Catalog, as described in the next procedure.

To save a Siebel Analytics chart

Create a chart, as described in the previous procedure.
In the right pane, click the Views tab.

NOTE:  The View section displays each view that is associated with the selected request. You can delete items in this section so that only the items you want remain.

Click Save.

The Save Request page appears.

NOTE:  The name folder to which the chart will be saved appears in the Save Request form. To change the location, click the Change Location link and navigate to the appropriate folder in the Web Catalog. Then click Save Request Here.

In the Name of Request text box, type a descriptive name for the chart.
In the Description text box, type a brief description for the chart.
Click Save.

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