Using and Saving Charts

Data can appear in chart format. Charts are graphical representations of data and are available as views in some screens. Use charts to compare data sets. Typically, you can access a chart from the second level view bar.

Use the drop-downs list at the top of the chart to determine the data to include in the chart. Most charts also include a control buttons representing chart types from which you can select the format of the chart, for example, a bar chart or a pie chart.

You can save charts in the Siebel application for use in other applications, for example, in Microsoft PowerPoint. When you save a chart, you have a copy of the chart that you can include in presentations, documents, or other places where you might want to display it.

To save a chart  

1. Navigate to the chart you want to save.

2. Right-click the chart, and select Save Image As.

3. In the dialog box that appears, do the following:

   1. Navigate to the location where you want to save the chart.

      Do not change the default file name, or enter a new name in the File name field.

   2. Select an image type from the drop-down list for the Save as type field.

   3. Click Save.