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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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About Charts in the User Interface

Sometimes data can be displayed in chart format. Charts are graphical representations of data and are available as views in some screens. Charts are used to compare data sets. Typically, you can access the chart by clicking the Charts hyperlink in the link bar below the screen tabs. An example of a chart is shown in Figure 4-16.

Use the drop-down list in the chart's title bar to determine which data is represented in the chart. This allows you to toggle between data sets. Most charts also include a drop-down list of chart types from which you can select the type of chart you want to see, for example, a bar chart rather than a pie chart. You can use Ctrl + P to print a chart.

Figure 4-16 Example of a Chart

Surrounding text describes Figure 4-16 .

Saving Charts

You can save the charts in your Siebel application for use in other applications, for example, Microsoft PowerPoint.

To save a chart

  1. Navigate to the chart you want to copy.

  2. ALT + CTRL + Right-click on the chart and select Save Picture As.

  3. In the Save Picture dialog box, save the chart as an image file:

    1. Leave the default file name as is or enter a new one in the File name field.

    2. Select an image type from the Save as type drop-down list.

    You now have a copy of the chart that you can include in presentations, documents, or other places you might want to display a chart.