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Example documentationChart Design Locate this document in the navigation structure

 

You want to design a pie chart showing the number of activity records related to a contact along with their status (open, in process, completed). In addition, you want to integrate the pie chart with the Contacts/Activities (Charts) tile set in Mobile Sales.

Activities

The activities involved in designing a chart can be divided into three phases: preparation, design, and integration.

Preparation

  1. Identify the data to be displayed on the category axis, subcategories, and data series.

    • Data Series: Number of activities in each activity status

    • Category Axis: Activity statuses

  2. Identify the business objects and business object properties.

    • Business objects:

      • Contacts: BOCONGEN

      • Activities: BOACTIVITY

    • Business object properties: Activity Status and any other required properties

Design

  1. Create a business content provider to provide the data for your chart.

    For more information, see Business Content Provider Workflow.

    1. On the navigation bar, choose   Business Content Provider   Details   .

      The Business Content Provider/Details tile set appears.

    2. On the Business Content Provider Overview tile, choose the business query, BSCONGEN, enter the other required details, and then choose Design Content.

    3. In the Business Content Provider/Content Generator tile set, add the related business object, BOACTIVITY, and specify the relationship details.

      Note Note

      You can also choose other related objects, if required.

      End of the note.

    4. Choose the business object property, StatusLongText (activity status). You can choose either the long text or the short text property. If you choose one, the other property is automatically selected.

    5. Choose Add Formula and enter the necessary details to count the number of activities.

      Choose the formula type, Reporting Framework Supported, and set the framework formula type to COUNT(*).

    6. Choose Finish.

  2. Design the chart.

    For more information, see Designing Charts.

    1. On the navigation bar, choose   Charts   Details   .

    2. Enter the required details for the chart definition, set the chart status to Executable, and save the chart.

    3. Specify the chart axis information:

      • stcount as the data series

      • statuslongtext as the category axis

    4. Choose Customize to modify the layout of the chart in the Chart Designer tile set. You can set the background color, legend color, dimensions, text direction of labels, and so on for the chart.

    5. Choose Finish.

      You can also define parameters and element descriptions for the chart.

      For more information, see Defining Filtering Criteria for Reports and Charts and Chart Element Descriptions.

    6. Assign the chart to the Contacts component of the Mobile Sales application.

      You can now preview your chart.

Integration

You can integrate the chart with the Contacts/Activities (Charts) tile set of Mobile Sales.

For more information, see Chart Integration.