Creating and Viewing Statistic Charts

I. Creating Statistic Charts

1.1 Creating a Statistic Chart Based on Predefined Templates

• Template Description: All Statistic Charts are based on a business domain, such as “Account Analysis,” which focuses on analyzing accounts, including the proportion of Sales Orders from accounts of different levels, transaction conditions of accounts at each level, and trends in account follow-ups.
• Using Statistic Chart Templates: When you click to create a new Statistic Chart, the system will redirect you to the predefined Statistic Chart templates. You need to select the business domain and Statistic Chart template according to the business scenario to create a Statistic Chart.
• Creating All Statistic Charts: This means creating a Statistic Chart for each of the latest system templates. If a Statistic Chart category already exists, the creation will fail. When you add the ShareCRM application, the system will automatically create all Statistic Charts for the enterprise based on the system’s preset templates. This is what you see the first time you enter the “Reports” menu, so you don’t need to click this operation again.

1.2 Creating a Statistic Chart Based on a Custom Theme

II. Editing Statistic Charts

2.1 Designer Layout

• Left Side: Available fields area, which varies depending on the selected template and can be dragged to the right side.
• Top Right: Statistic Chart design area, where you can design the axes, data range, appearance layout, sorting, and display of the Statistic Chart, as well as expand or collapse the design area.
• Middle Right: Filter scenarios, where you can specify the default scenario for the Statistic Chart.
• Bottom Right: Statistic Chart preview area.
  Note: The available fields for the Statistic Chart include some Attributes of the object itself and some characteristic values of related objects. For example, in the account theme, the Attributes of the account include account name, account status, industry, Affiliated Account Pool, and person in charge. The characteristic values are related to Opportunities, visits, orders, etc., associated with the account, such as the number of Opportunities associated with the account, Opportunity amount, etc.

2.2 Configuring Statistic Charts

2.2.1 Step 1: Requirement Breakdown

• The client wants to analyze the project progress of VIP clients in each region this month.
• Indicators to be analyzed in business language:
  • Number of new clients, number of clients with initiated projects, number of projects, project contract amount, average project price.
• Corresponding indicators in CRM system language:
  • Number of new clients, number of clients with new Opportunities, number of Opportunities, Opportunity amount, average Opportunity price.
    Note: The number of clients with initiated projects and the number of projects differ because a single client can have multiple Opportunities.

2.2.2 Step 2: Determine Dimensions/Indicators/Data Range

• Dimensions: Refers to the perspective from which data is viewed, represented by the X-axis in the Statistic Chart; for example, Dept., personnel, region, industry, status, type, date, etc. In this case, region and sales representative are dimensions.
• Indicators: The numbers or amounts to be viewed, represented by the Y-axis in the Statistic Chart; for example, number of accounts, order amount, product sales, Payment Collection amount, etc. In this case, the number of new clients, number of clients with initiated projects, number of projects, project contract amount, and average project price are indicators.
• Calculated Indicators: Operations performed on indicators, such as average order price = order amount/number of accounts, Leads conversion rate = number of converted Leads/total number of Leads, etc. In this case, average project price = project contract amount/number of projects, which is a calculated indicator.
• Data Range: Specifies the conditions under which the configured Statistic Chart is viewed, such as date = this year, life status = normal, etc. In this case, date = this month, client level = important clients.

2.2.3 Step 3: Select Theme

• In this example, region and sales representative are dimension fields, while date and client level are part of the data range. Since region, sales representative, and date are common fields in every business analysis, you should select the analysis theme based on the “client level” in the data range—Account Theme.
  • New Theme Entry:
    • CRM → Data Analysis → Statistic Indicator Management → New Theme
    • CRM → Data Analysis → Reports → Statistic Indicator Management → New Theme

2.2.4 Step 4: Select Indicators

• New Indicator Entry: Based on the third step, click to enter the indicator list page of a theme to create new indicators.

• If the enterprise has enabled the multi-time zone feature, you can customize the statistic time zone of the indicator when creating a new indicator, with the default being the tenant-level time zone. When the aggregation date is empty, the statistic time zone cannot be selected. When the field Attribute of the aggregation date does not follow the multi-time zone, the statistic time zone is fixed as the “business occurrence time zone.” Modifying the indicator time zone will trigger the initialization of the indicator.

• For more information on Statistic Indicator Management, see: Statistic Indicator Management

2.2.5 Step 5: Configure Statistic Chart

• Entry: CRM → Data Analysis → Reports → New Statistic Chart → Custom Theme → Select the pre-built theme [Account Statistics] → Enter the configuration page

• Drag the dimensions and indicators determined in the second step to the appropriate positions and set the display format of the indicators.

• Drag the date, main Dept. of the person in charge, and client level fields into the data range.

• If the enterprise has enabled the multi-time zone feature, the Statistic Chart editing state supports switching the time zone of the Statistic Chart. After switching the time zone, the configured indicators will be cleared, and only indicators with the same time zone as the Statistic Chart, indicators with an empty aggregation date, and indicators that do not follow the multi-time zone can be selected.

• Style and function configuration can be set as needed. For details on style and function configuration under each chart type, see Statistic Chart Type Introduction
• Click Apply to complete the configuration.

2.2.5.1 Admin Configures Visible Dimensions

• CRM administrators and report administrators can hide unnecessary dimension fields by [theme]. This configuration is at the theme level, meaning that after the administrator configures it, all employees using this theme can only see the configured dimensions.

2.2.5.2 Switching Chart Types

• The available chart types vary depending on the number of dimensions and indicators. For details, see Statistic Chart Type Introduction

2.2.5.3 Attribute Dimensions

• When dragging the main Attribute fields of the current theme object into the dimension area, you can enable Attribute dimensions, regardless of the chart type. For graphical types, Attribute dimensions will not be displayed in the chart but will be shown when displaying the statistic table; for tabular types, they will be directly displayed in the chart.
  • When the main Attribute field is removed from the grouping dimensions, the Attribute dimension is disabled simultaneously.

2.2.5.4 Enable Secondary Axis

• Mainly used for dual-axis charts, where multiple indicators are displayed separately on different axes.

2.2.5.5 Set Drill Path

• You can set a drill path for dimension fields, with the default being free selection of drill fields:
  • Free selection of drill fields: Allows you to select the dimension fields to drill into as needed;
  • Fixed drill path: Set the fields and order for drilling when configuring the Statistic Chart, and click to drill automatically according to the set path;
  • No drilling needed, click the indicator to view details directly.

2.2.5.6 Add Calculated Indicators

• You can perform mixed operations of + - * / ()

  on existing indicator fields to add calculated indicators. It also supports calculating totals/subtotals using calculation formulas and detailed summation methods.

  • By calculation formula: Calculate the subtotal/total of the involved indicators according to the calculation formula.
  • By detailed summation: Calculate by summing all detailed data.

2.2.5.7 Numeric Formatting

• Default: Default display effect of indicators;
• Numeric: Convert the display effect of indicators to numeric, allowing you to set decimal places, display Unit, whether to show thousand separators, whether to display “+” before positive numbers, and whether to set prefixes and suffixes;
• Percentage: Convert indicators to percentage display;
• Duration: Convert indicators to duration display.
  Indicator hover box display:
  • Detailed Value: Default display style of indicators;
  • Formatted Value: Display style after formatting indicators.

2.2.5.8 Indicator Year-over-Year and Month-over-Month

• When the dimension is a date or the data range uses a date for filtering, you can set year-over-year and month-over-month comparisons. The supported types of year-over-year and month-over-month comparisons vary depending on the date granularity of the filter.

2.2.5.9 Indicator Accumulation

2.2.5.10 Indicator Proportion

2.2.5.11 Indicator Ranking

• Whether to Rank: Default is no ranking.
• Ranking Type: Includes global ranking and intra-group ranking.
  • Global Ranking: Ranks globally according to the actual number of rows in the current chart (subtotals and totals are not included in the ranking).
  • Intra-group Ranking: Ranks within groups according to the dimensions in the current chart (subtotals and totals are ranked separately).
• Ranking Method: Includes continuous SN ranking and non-continuous SN ranking.
  • Continuous SN Ranking: When there are identical tied data, the tied data uses the same SN for ranking, and the SN remains continuous.
  • Non-continuous SN Ranking: When there are identical tied data, the tied data uses the same SN for ranking, and the SN will no longer be continuous.
• Display Order: Includes ascending and descending ranking.
  • Ascending Ranking: Ranks from largest to smallest according to the size of the indicator metric value, from 1 to N.
  • Descending Ranking: Ranks from smallest to largest according to the size of the indicator metric value, from 1 to N.

2.2.5.12 Style

• Style mainly designs the display form of the Statistic Chart.
  • Different chart types offer different styles to choose from.
  • You can adjust the appearance display of the Statistic Chart.
  • You can set the name of the axes and the angle of the labels.

2.2.5.13 Function Configuration

• The function configuration varies depending on the chart type. For details, see Statistic Chart Type Introduction

2.2.5.14 Filter Scenarios

• BI pre-configures filter scenarios for each chart, allowing you to specify which scenario tag to use as the default when viewing the Statistic Chart.

2.2.5.15 Date Formatting

• BI supports customizing different format types for date/date-time fields when used as dimensions. You can also personalize settings for the split date-year, date-quarter, date-month, date-week, and date-day.

III. Viewing Statistic Charts

3.1 Filter Scenarios

• Switching scenario tags allows you to quickly view data under different scenarios.
  Web display effect:

3.2 Data Range

• When viewing Reports, you can modify the unlocked condition values in the data range pop-up and set whether to expose them.
  Web display effect:

• Statistic Indicators as Data Range
  You can drag Statistic Indicators in the Statistic Chart to the data range for filtering. When duration-type indicators are used as the data range, the condition values are filtered by millisecond values.

• For indicators using summation under this object, filtering is supported based on both detailed and aggregated result sets. Other types of indicators are filtered based on aggregated results, as shown below:

3.3 Drilling

• Drilling allows you to better view other dimensions of the data at that level. For example, if the main Dept. of the person in charge is a dimension, you can drill down to view data for the subordinate Dept.s of the current Dept..
  Web display effect:

3.4 Viewing Details

• Statistic Charts display data aggregated under a certain dimension. Selecting “View Details” allows you to view the detailed data of the Statistic data.
• When the Y-axis contains multiple indicator fields, hovering over the corresponding indicator field will display the detailed data of that indicator field.
  Web display effect:

• Click the total in the upper right corner to view the detailed data of the total.

3.5 Viewing Object Relationships

• Statistic Charts display multiple indicator data. Clicking on object relationships allows you to view the direct relationships between each indicator object and the analysis object.

3.6 Others

• Forwarding: When forwarding a Statistic Chart to other users, they see data within their permission range and cannot see the current user’s data.
• Post: When sharing a Statistic Chart, it is shared as an image, and all users within the visible range see the same image.
• Export:
  • When exporting from the Statistic Chart viewing page, the current page’s filter scenarios and data range settings are included to ensure the exported data matches the data currently viewed.
  • When exporting from the operation column of the Statistic Chart list, the default filter scenarios and data range are used.
  • When selecting export from the Statistic Chart viewing page, you can choose to export as an image or export report data.
• Subscription: Each user receives subscription Statistic Charts with data within their permission range. Subscription Reports do not expand their visible data range.
  Note: The filter scenarios and data range set when viewing Statistic Charts are one-time and will not be saved. To save them, enter the Statistic Chart designer to modify them.