Create a chart

Before you begin

[!IMPORTANT] Confirm that you have BI page access. Creating, editing, or managing a chart also requires the corresponding permissions.

Create a chart from a predefined template

• Template description: Each chart is based on a business domain. For example, Account Analysis can analyze Sales Order proportions by account level, account transactions by level, and account follow-up trends.
• Use a chart template: When you select New Chart, the system opens the predefined templates. Select a business domain and a chart template for your scenario.
• Create all charts: Creates one chart for every latest system template. The operation fails when the chart category already exists. When you add the ShareCRM application, the system creates all charts from the predefined templates by default.

Create a chart from a selected business domain

Edit a chart

Designer layout

• Left: Available fields. The fields depend on the selected template and can be dragged to the right.
• Upper right: Chart design area. Configure axes, Data Range, appearance, layout, sorting, display options, and the design area size here.
• Middle right: Filter scenario. Specify the default scenario for the chart.
• Lower right: Chart preview area.

Configure a chart

Step 1: Break down the requirement

• Business requirement: Analyze project progress for VIP accounts in each region this month.
• Business metrics: New accounts, accounts with projects, projects, project contract amount, and average project amount.
• CRM metrics: New accounts, accounts from new opportunities, opportunities, opportunity amount, and average opportunity amount.

Step 2: Determine dimensions, metrics, and Data Range

• Dimension: Defines how to view data and corresponds to the X-axis. Examples include department, person, region, industry, status, type, and date. In this example, Region and Sales Representative are dimensions.
• Metric: Defines the quantity or amount to view and corresponds to the Y-axis. In this example, New Accounts, Accounts with Projects, Projects, Project Contract Amount, and Average Project Amount are metrics.
• Calculated metric: Performs calculations on metrics. For example, Average Order Amount equals Order Amount divided by Account Count. In this example, Average Project Amount equals Project Contract Amount divided by Projects.
• Data Range: Limits the records to view, such as Date = This Year or Life Status = Active. In this example, Usage Date = This Month and Account Level = Key Account.

Step 3: Select a business domain

• In this example, Region and Sales Representative are dimensions, while Date and Account Level are Data Range fields. Because Region, Sales Representative, and Date are common fields, select the Account business domain based on Account Level.
• Entry points for creating a business domain:
  • CRM > Data Analysis > Metric Management > New Business Domain
  • CRM > Data Analysis > Reports > Metric Management > New Business Domain

Step 4: Select metrics

• In this example, New Accounts is predefined. Accounts with Projects, Projects, and Project Contract Amount must be created. Average Project Amount is calculated from other metrics.
• To create a metric, open the metric list for the selected business domain and select New Metric.

• After your enterprise enables multiple time zones, you can set a metric time zone. The tenant time zone is used by default. The time zone cannot be selected when Aggregate Date is empty. If the field does not support multiple time zones, the time zone is fixed to Business Event Time Zone. Changing the time zone triggers metric initialization.

Step 5: Configure the chart

• Entry point: CRM > Data Analysis > Reports > New Chart > Choose a Business Domain > Account Analysis > Configure.
• Drag the dimensions and metrics identified in Step 2 to the corresponding slots. You can also configure metric display formats.

• Drag Date, Owner’s Primary Department, and Account Level to the Data Range.

• After your enterprise enables multiple time zones, you can switch the chart time zone in the designer. Switching time zones clears configured metrics. You can select only metrics with the same time zone, metrics with an empty Aggregate Date, or metrics that do not use multiple time zones.

• Configure appearance and functions as needed. For details, see Chart type reference.
• Select Apply to finish the configuration.

Designer operations

Configure visible dimensions

Switch chart types

Attribute dimensions

Enable a secondary axis

Set a drill-down path

• Select a drill-down field: Select a dimension when drilling down or choose View Details directly.
• Fixed drill-down path: Define the fields and order in the chart configuration. The chart drills down along the configured path when selected.
• No drill-down: Select a metric to view its details directly.

Add a calculated metric

Format values

• Default: Uses the default metric display.
• Numeric: Displays a numeric value and lets you set decimal places, units, thousand separators, a plus sign for positive values, and prefixes or suffixes.
• Percentage: Displays the metric as a percentage.
• Duration: Displays the metric as a duration.
• Metric tooltip: Shows the detail value or formatted value.

Compare periods

Calculate cumulative values

Calculate proportions

Rank metrics

Configure appearance and functions

Configure filter scenarios

Format dates

Expected result and verification

Related topics

• Manage statistic metrics
• Chart type reference
• View charts