Creating and Viewing Statistic Charts

1. Creating Charts

1.1 Create a Chart from Preset Templates

The product provides multiple chart templates organized by business domain. Choose the appropriate template for your scenario.

• Template description: Every chart is built around a business subject domain. For example, the Account analysis domain focuses on accounts and includes charts like Sales Order share by account tier, transaction performance by tier, and account follow-up trends.
• Using chart templates: When you click New Chart, the system opens the preset chart templates. Select a subject domain and a chart template to create the chart.
• Create all charts: This option creates one chart for each of the system’s latest templates. If a chart category already exists, creation fails for that category. When you install the ShareCRM app, the system will, by default, create all charts for your organization from the system templates—so the first time you open Reports you will already see the report categories and charts and typically won’t need to run this action.

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1.2 Create a Chart from a Custom Subject

If no preset template fits your need, create a chart by selecting a Custom Theme and choosing the subject you need.

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2. Editing Charts

2.1 Designer Layout

• Left: Available fields area. Fields vary by selected template and can be dragged to the right.
• Top-right: Chart design area. Configure axes, data range, appearance, sorting, visibility, and collapse/expand the design panel here.
• Middle-right: Filter scenarios. Specify the chart’s default scenario.
• Bottom-right: Chart preview area.

Note: Available fields include attributes of the current object and attributes from objects related to it. For example, in the Account subject, Account attributes include Account Name, Status, Industry, Affiliated Account Pool, Owner, etc. Related metrics (features) come from associated objects such as Opportunity, Visits, Sales Order — e.g., the number of Opportunities linked to an Account or total Opportunity amount.

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2.2 Configure a Chart

The following example walks through the process from requirement to a completed chart. Suppose you receive a request to report on VIP Accounts’ project progress for this month. Can BI charts produce this?

2.2.1 Step 1: Requirement Breakdown

• Requirement: Report project progress this month for VIP Accounts across regions.
• Business metrics (plain language):
  • New Accounts, Accounts with Projects initiated, Number of Projects, Project Contract Amount, Average Project Price
• Equivalent CRM metrics (system language):
  • New Accounts, Number of Accounts with new Opportunities, Number of Opportunities, Opportunity Amount, Average Opportunity Price
  • Note: Accounts with projects initiated (Accounts with Opportunities) differs from project count because a single Account can have multiple Opportunities.

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2.2.2 Step 2: Define Dimensions / Metrics / Data Scope

• Dimension: The axis for grouping (X-axis) — e.g., Dept., Owner, Region, Industry, Status, Type, Date. In this example, Region and Sales Representative are dimensions.
• Metric: The values to measure (Y-axis) — e.g., Account count, Sales Order amount, Products sold, Payment Collection amount. In this example, New Accounts, Accounts with Projects, Project Count, Project Contract Amount, Average Project Price are metrics.
• Calculated metrics: Metrics derived by formulas, e.g., Average Order Value = Sales Order Amount / Account Count; Lead Conversion Rate = Converted Leads / Total Leads. Here, Average Project Price = Project Contract Amount / Project Count.
• Data scope: Conditions that limit which data the chart examines, e.g., Date = This Year, Lifecycle Status = Active. In this case: Date = This Month, Account Tier = VIP.

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2.2.3 Step 3: Choose Subject

Normally dimensions determine the subject domain. If some dimensions are common across subjects, use the fields appearing in the data scope to choose the proper subject.

• In this example, Region and Sales Representative are dimension fields while Date and Account Tier are data-scope fields. Since Account Tier indicates an Account-level analysis, select the Account subject.
• Create subject entry points:
  • CRM → Data Analysis → Statistic Chart Management → New Subject
  • CRM → Data Analysis → Reports → Statistic Chart Management → New Subject

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If the Account subject already exists (preset), you can use it directly. If not, create a new subject using the method above.

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New subject creation: choose the correct analysis object; for this example choose Account.

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2.2.4 Step 4: Select Metrics

Check whether the preset metrics under the chosen subject meet the report needs. If not, create new metrics. In this case: - New Accounts (preset) - Accounts with Projects initiated, Project Count, Project Contract Amount (need to create) - Average Project Price (computed metric)

• New metric entry: From the subject’s metric list page (accessed in Step 3), create a new metric.

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If your organization has multi-timezone enabled, you can set the metric’s statistic timezone when creating a metric; default is tenant timezone. When Aggregate Date is empty, timezone is not selectable. If the aggregate date field does not follow multi-timezone behavior, the metric timezone is fixed to the business occurrence timezone. Changing a metric’s timezone triggers metric initialization.

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For more on managing statistical metrics, see: https://help.fxiaoke.com/5df3/dfdb/da1d/3584

2.2.5 Step 5: Configure the Chart

• Entry path: CRM → Data Analysis → Reports → New Chart → Custom Theme → Select the created subject (Account Statistics) → open the configuration page.

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• Drag the dimensions and metrics defined in Step 2 into their positions and configure metric display formats.

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• For Data Scope, drag Date, Owner’s Primary Dept., and Account Tier fields.

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• If multi-timezone is enabled, the chart editor supports switching the chart timezone. Switching clears existing configured metrics and only permits metrics that match the chart timezone, metrics with empty aggregate date, or metrics that do not follow multi-timezone.

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• Style and feature settings: Configure as needed. See Chart Type Introduction for style and feature details: https://help.fxiaoke.com/5df3/dfdb/10ee

• Click Apply to finish configuration.

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Configuration notes for the chart design area

2.2.5.1 Admin: Visible Dimensions Control

• CRM admins and Report admins can hide unnecessary dimension fields per subject. This is a subject-level setting: after the admin configures it, all users using that subject only see the configured dimensions.

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2.2.5.2 Switch Chart Type

• Available chart types vary based on the number of dimensions and metrics. See Chart Type Introduction for details: https://help.fxiaoke.com/5df3/dfdb/10ee

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2.2.5.3 Attribute Dimension

• When you drag a primary attribute field of the current subject into the Dimension area, you can enable Attribute Dimension regardless of chart type. For chart types (visual graphs), enabling Attribute Dimension does not display the attribute in the visual chart—only in the statistical table. For table chart types, it appears directly.
  • If you remove the primary attribute field from grouping dimensions, Attribute Dimension is disabled.

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2.2.5.4 Enable Secondary Axis

• Used for dual-axis charts to display multiple metrics on separate axes.

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2.2.5.5 Configure Drill Path

• You can set drill behavior for dimension fields. Default is free-choice drill fields:
  • Free-choice drill fields: Users choose which dimension fields to drill into.
  • Fixed drill path: Configure the fields and order during chart setup; clicking will drill following the preset path.
  • No drill: Click a metric to view details directly.

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2.2.5.6 Add Calculated Metrics

• Create new calculated metrics using arithmetic operations (+ - * / ( )

  ) on existing metrics. You can also choose how totals/subtotals compute:

  • Formula-based: Subtotals/totals are calculated using the formula.
  • Detail-sum: Totals/subtotals are computed by summing all detail records.

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2.2.5.7 Number Formatting

• Default: metric default display.
• Numeric: display as numeric with options for decimal places, display unit, thousand separator, show “+” for positive values, prefix/suffix.
• Percentage: display as percentage.
• Duration: display as duration.
• Metric tooltip displays:
  • Detail value: metric’s default display.
  • Formatted value: metric after formatting.

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2.2.5.8 Period-over-Period Metrics

• Period-over-period comparison is available only when the dimension is a Date field or the data scope uses a date filter. Supported YoY/MoM types vary by date granularity.

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2.2.5.9 Cumulative Metrics

• You can enable cumulative calculation for any metric via the dropdown. Cumulative is supported only when the dimension uses exactly one Date or DateTime field.

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2.2.5.10 Metric Share (Proportion)

• For any metric, enable Share via the dropdown to calculate proportion. Currently only global share is supported: each row’s share of the total.

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2.2.5.11 Metric Ranking

• For any metric, enable Ranking via the dropdown to open a configuration dialog to define ranking rules:
  • Enable ranking: default off.
  • Ranking scope: Global ranking or In-group ranking.
    • Global ranking: Rank across all rows in the current chart (subtotals/totals excluded).
    • In-group ranking: Rank within groups defined by dimensions (subtotals/totals ranked separately).
  • Ranking method: Tied-continuous ranks or tied-noncontinuous ranks.
    • Tied-continuous: Tied rows share the same rank and subsequent ranks remain continuous.
    • Tied-noncontinuous: Tied rows share the same rank and subsequent ranks skip numbers.
  • Display order: Ascending or Descending.
    • Descending: rank from largest to smallest (1..N).
    • Ascending: rank from smallest to largest (1..N).

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2.2.5.12 Style

• Style controls the chart’s visual presentation.
  • Different chart types offer different style options.
  • Adjust the chart’s appearance.
  • Set axis names and label angle.

2.2.5.13 Feature Configuration

• Feature options vary by chart type. See Chart Type Introduction: https://help.fxiaoke.com/5df3/dfdb/10ee

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2.2.5.14 Filter Scenarios

• BI preconfigures filter scenarios for each chart. Choose which scenario label to use as the chart’s default when viewing.

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2.2.5.15 Date Formatting

• When using Date/DateTime fields as a dimension, BI supports custom format types and allows customized granular splits for Year, Quarter, Month, Week, Day.

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3. Viewing Charts

3.1 Filter Scenarios

• Switch scenario tabs to quickly view data under different scenarios.

Web view:

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Mobile view:

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3.2 Data Scope

• When viewing a chart you can modify unlocked conditions in the Data Scope panel and set whether a condition is exposed.

Web view:

Mobile view:

• Metrics as data-scope filters:
  • You can drag chart metrics into Data Scope to filter. Duration metrics filter by milliseconds.
  • For metrics that use aggregation with SUM on the same object, filtering supports both detail-level and aggregated result sets. Other metric types are filtered based on the aggregated result set.

The following examples illustrate filtering differences between detail-sum and aggregated filters:

3.3 Drill

• Drill lets you explore other dimensions of the current level. For example, if Owner’s Primary Dept. is a dimension, you can drill into the child departments to see level-2 department data.

Web view:

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3.4 View Details

• Charts show aggregated data by dimension. Click View Details to see the underlying records.
• If the Y-axis has multiple metrics, hover over the metric to show that metric’s detailed records.

Web view:

Mobile view:

• Click the total in the top-right to view the total’s detail records.

3.5 View Object Relationships

• Charts often combine multiple metric objects. Click Object Relationship to see how each metric’s object relates to the analysis object.

3.6 Other

• Forward: When you forward a chart to another user, they see data scoped to their own permissions—not the sender’s data.
• Post (Share): Sharing a chart sends a static image. All users who can see it view the same image.
• Export:
  • Exporting from the chart view includes the currently applied filter scenario and data scope so the exported data matches what you see.
  • Exporting from the chart list uses default filter scenario and data scope.
  • From the chart view you can export as an image or export the report data.
• Subscriptions: Each user receives subscription charts scoped to their own permissions. Subscriptions do not expand a user’s data visibility.

Note: Filter scenarios and data scope settings applied while viewing a chart are temporary and not saved. To persist changes, edit the chart in the designer.