Using and Saving Charts

Data can appear in chart format (shown in Figure 3-7). Charts are graphical representations of data and are available as views in some screens. Use charts to compare data sets. Typically, you can access a chart from the second level view bar.

Use the drop-downs list at the top of the chart to determine the data to include in the chart. Most charts also include a control buttons representing chart types from which you can select the format of the chart, for example, a bar chart or a pie chart.

You can save charts in the Siebel application for use in other applications, for example, in Microsoft PowerPoint. When you save a chart, you have a copy of the chart that you can include in presentations, documents, or other places where you might want to display it.

Figure 3-7 Example of a Chart

To save a chart  

1. Navigate to the chart you want to save.

2. Right-click the chart, and select Save Image As.

3. In the dialog box that appears, do the following:

   1. Navigate to the location where you want to save the chart.

      Do not change the default file name, or enter a new name in the File name field.

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

   3. Click Save.