Creating Chart Views

Create charts to portray your application's data graphically.

To create a chart view:

1. Display the chart view for the required object.

2. From the View Selector at the top-right of the page, select Chart View.

   If this is the first time you're accessing the chart view, the default chart view layout is displayed.

3. Click Edit at the top-right to display the Edit Chart dialog. It contains three tabs: Properties, Layout, and Legend.
4. In the Properties tab, specify the required chart properties, as described in About Chart View Properties.
5. Enter the information required to create the chart, as described in the following topics:
   • Setting the Chart Layout
   • Setting the Chart Axis
   • Setting the Chart Legend
6. Click OK to save the chart definition and then display the chart.

Click any area within the chart view to drill-down and display all the records that are aggregated by the selected area. The records are displayed in the Details dialog. You can click any link within this dialog to access the details of that individual record.

Note:

If you drill down into an individual record, update one or more details, save it, and return to the chart view, these changes are not visible. You must refresh the chart view to see the latest updates.