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Personalizing Charts

This topic discusses how to personalize CRM chart pagelets.

Page Name

Definition Name

Usage

Personalizing CRM Chart Pagelets

RB_CHART_1, RB_CHART_2, RB_CHART_3

Select a chart and its display options.

Use the Personalize Summary Chart page (RB_CHART_1, RB_CHART_2, RB_CHART_3) to select a chart and its display options.

Navigation

Click the Customize button for the pagelet to be personalized (CRM charts 1 through 3).

Image: Personalize CRM Chart page

This example illustrates the fields and controls on the Personalize CRM Chart page.

Personalize CRM Chart page

Field or Control

Definition
Business Unit

Enter the business unit to be charted.

Owner ID

Select the owner of the chart. Values are: Call Center andOrder Capture.
Chart Name

Select a chart associated with the selected owner ID.
Duration and Units

Select the number of days, hours, months, or weeks to be included in the chart data. You can show up to 24 hours, 7 days, 16 weeks, or 12 months of data.
Show Chart Type

Select a chart type. Values are: Detail Chart Only, Summary Chart Only, and Summary and Detail Chart.

Low Gauge Value, Mid Gauge Value, andHigh Gauge Value

Enter the top number for the low, middle, and high ranges in the gauge that appears in a summary chart. The gauge appears alongside the actual data. The gauge is strictly informational; it does not affect underlying data.

Gauges appear only in summary charts; ignore these fields if the chart type is Detail Chart Only.