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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2017, Rev. A
E52425-01
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Saving Charts

Data can appear in chart format. 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-down list on the chart to determine the data to include in the chart. Most charts also include control buttons representing chart types from which you can select the format of the chart. Supported chart formats include the following: bar chart, pie chart, line chart, stacked bar chart, scatter chart.

You can save charts in the 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 13-4 shows an example of a chart.

Figure 13-4 Example of a Chart

Surrounding text describes Figure 13-4 .

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.