Customer Query Chart Definition

You can display data from Analytics as a portlet in the Customer Detail View.

Setting up a chart definition is similar to setting up a chart in Analytics.

The data for the chart is automatically filtered based on customer ID because the chart is always relevant in a customer ID context. Therefore, no filter on customer ID should be implemented in the Query Chart Definition.

To set up a new chart definition:

1. Click the Add Query button.

2. Enter a Label and select a Chart Type.

3. Click Add.

4. Specify the chart setting according to the chart type – for details see Charts.

5. Preview the chart by clicking the Refresh icon.
   The preview is not filtered by customer ID.

6. Click the Save Chart Query button.