Configuring the Show List of a Chart Applet

The show list allows the user to modify data that Siebel CRM displays on the Y-axis. It displays a list of field and function combinations that determine the values that Siebel CRM plots along the Y-axis. The title of the Y-axis mirrors the label of the show list.

To configure the show list of a chart applet

  1. In Siebel Tools, display the Chart object type and all child objects of the Chart object type. A chart is a child of an applet.

    For more information, see Displaying Object Types You Use to Configure Siebel CRM.

  2. In the Object Explorer, click Applet.

  3. In the Applets list, locate the applet you must modify.

  4. In the Object Explorer, expand the Applet tree, and then click Chart.

  5. In the Charts list, locate the chart you must modify.

  6. Define chart properties using values from the following table.

Property Description

Data Point Field

Enter a comma separated list of source fields:

  • Enter one field for each entry that Siebel CRM displays in the show list.

  • The default value is the first entry in the list.

  • If you only enter one field name, then this entry applies to all functions in the list.

Data Function

Enter a comma separated list that includes the following values: SUM, COUNT, AVERAGE, or PLOT.

PLOT configures Siebel CRM to get Y values from the values in the source field.

The order of items in this list determines the association with a data point field and title, which is the list function. If the Data Function property contains fewer elements than the list of names that the Picklist Functions property defines, then Siebel CRM substitutes the values in the Data Function property with the following values:

Sum,Count,Average,Plot

Picklist Functions

Enter a comma separated list of Y-axis titles, which is the text that Siebel CRM displays in the list. The order of values in the Picklist Functions property determines the association with a data point field and data function.

Example of a Show List That Is Defined Explicitly

You can define a show list with an explicit format that displays the following choices:

  • Number of Opportunities

  • Opportunity Revenue

  • Opportunity Expected Revenue

The following table describes the properties and their values that are required to implement this example.

Property Value

Picklist Functions

Number of Opportunities, Opportunity Revenue, Opportunity Expected Revenue

Data Function

Count,Sum,Sum

Data Point Field

Name,Revenue,Expected Revenue

In this example, the values in each comma separated list creates the following relationships between the properties:

  • Number of Opportunities performs a Count function on the Name field.

  • Opportunity Revenue performs a Sum function on the Revenue field.

  • Opportunity Expected Revenue performs a Sum function on the Expected Revenue field.

Example of a Show List That Is Defined Implicitly

It is recommended that you explicitly define the show list. Siebel CRM retains the ability to implicitly define the Show list for backwards compatibility with earlier versions of Siebel CRM. It is more restrictive.

The Lead Source Analysis chart in the Opportunity New Business Analysis view in Siebel Sales (Oppty Chart Applet - New Business) is an example of a Show list that Siebel CRM defines with an implicit format and function list. This list displays the following choices:

  • Number of Opportunities

  • Opportunity Revenue

  • Average Opportunity Revenue.

The following table describes the properties and their values that are required to implement this example.

Property Value

Picklist Functions

Number of Opportunities,Opportunity Revenue, Avg Opportunity Revenue

Data Function

Count

Data Point Field

Revenue

The value of Revenue in the Data Point Field property applies to all entries in the list.

In this example, the values in each comma separated list creates the following relationships between the properties:

  • Number of Opportunities performs a Count function on the Revenue field.

  • Opportunity Revenue performs a Sum function on the Revenue field.

  • Avg Opportunity Revenue performs an Average function.

The value of the Count in the Data Function property is not required. It can be empty.

If the number of entries in the Data Function property is not the same as the number of entries in the Picklist Functions property, then Siebel CRM supplies the following predefined list in the Data Function property:

  • Count,Sum,Average,Plot