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About Siebel Analytics Views


This section provides general information about Siebel Analytics views and working with results. It contains the following topics:

Overview of Siebel Analytics Views

Views use the presentation capabilities of Siebel Analytics Web to help you look at results in meaningful, intuitive ways. You can add a variety of views to results, such as charts and pivot tables that allow drilling down to more detailed information, explanatory text, a list of filters that were used to limit the results, and more.

When you run a new request, Siebel Analytics initially displays results in a table, with a title preceding the table. It does this by including a title view, which displays the name of the saved request, and a table view, which displays the results in a basic table. You can customize or delete these existing views for a request, add other views, and combine and position views anywhere in the workspace.

Preparing multiple views of results can help you identify trends and relationships in data. If you are customizing results for display on a dashboard, you can preview how the combination and position of views will look when viewed on a dashboard.

You can then save the request with the collection of views. If the request is embedded in a dashboard, the dashboard page can also include elements such as links to additional requests of interest, related graphics, or news stories.

Descriptions of Siebel Analytics Views

Views are available for selection on the Results tab in Siebel Answers. The views are described in Table 13. Four frequently accessed views (compound layout, table, chart, and pivot table) are also available by clicking the appropriate view button on the Criteria tab in Siebel Answers.

NOTE:  Your permissions control whether you can access all views, or specific views only.

Table 13.  Siebel Analytics View Names and Descriptions
View Name
Description

Compound Layout

Use the compound layout view to assemble different views for display on a dashboard.

On the Criteria tab, you can click the following button to access the compound layout view.

For more information, see Assembling Views for Display on a Dashboard Using Siebel Analytics Compound Layout View.

Title

Use the title view to add a title, a subtitle, a logo, a link to a custom online help page, and timestamps to the results.

For more information, see Adding Titles to Results Using Siebel Analytics Title View.

Table

Use the table view to show results in a standard table. Users can navigate and drill down in the results. You can add totals, customize headings, and change the formula or aggregation rule for a column. You can also control the appearance of a column and its contents, and specify formatting to apply only if the contents of the column meet certain conditions.

On the Criteria tab, you can click the following button to access the table view.

For more information, see Adding Tables to Results Using Siebel Analytics Table View.

Chart

Use the chart view to drag and drop columns to a layout chart. You can customize the title, legend location, axis titles, and data labels. You can customize the size and scale of the chart, and control colors using a style sheet.

Siebel Answers supports a variety of standard chart types, including bar charts, column charts, line charts, area charts, pie charts, and scatter charts. Custom chart subtypes include two-and-three-dimensional, absolute, clustered, stacked, combination, and custom.

On the Criteria tab, you can click the following button to access the chart view.

For more information, see Showing Results in Charts Using Siebel Analytics Chart View.

Pivot Table

Use the pivot table view to take row, column and section headings and swap them around to obtain different perspectives. You can drag and drop headings to pivot results, preview them, and apply the settings. Users can navigate through pivot tables and drill down into information. Users can create complex pivot tables that show aggregate and nonrelated totals next to the pivoted data, allowing for flexible analysis. For an interactive result set, elements can be placed in pages, allowing users to choose elements.

On the Criteria tab, you can click the following button to access the pivot table view.

For more information, see Showing Results in Pivot Tables Using Siebel Analytics Pivot Table View.

Filters

Use the filters view to show the filters in effect for a request. Filters allow you to constrain a request to obtain results that answer a particular question.

For more information, see Showing Filters Applied to Results Using Siebel Analytics Filters View.

Column Selector

Use the column selector view to permit users to dynamically change which columns appear in results. This allows users to analyze data along several dimensions. By changing the facts, users can dynamically alter the content of the results.

For more information, see Allowing Users to Change Columns in Requests Using Siebel Analytics Column Selector View.

Funnel Chart

Use the funnel chart view to show a three-dimensional chart that represents target and actual values using volume, level and color. It is useful for depicting target values that decline over time, such as a sales pipeline.

For more information, see Showing Results in a Funnel Chart Using Siebel Analytics Funnel Chart View.

Narrative

Use the narrative view to show the results as one or more paragraphs of text. You can type in a sentence with placeholders for each column in the results, and specify how rows should be separated. You can incorporate custom HTML or JavaScript to specify how information appears.

For more information, see Adding Narrative Text to Results Using Siebel Analytics Narrative View.

Ticker

Use the ticker view to show the results of the request as a ticker or marquee, similar in style to the stock tickers that run across many financial and news sites on the Internet. You can control what information is presented and how it scrolls across the page.

For more information, see Showing Results in a Scrolling Ticker Using Siebel Analytics Ticker View.

Static Text

Use the static text view to include static text in the results. You can use HTML to add banners, tickers, ActiveX objects, Java applets, links, instructions, descriptions, graphics, and so on, in the results.

For more information, see Adding Markup Text to Results Using Siebel Analytics Static Text View.

No Results

The no results view allows you to specify explanatory text to appear if the request does not return any results.

For more information, see Alerting Users to No Data Using Siebel Analytics No Results View.

Logical SQL

Use the logical SQL view to show the SQL generated for the request. This view is useful for trainers and administrators, and is usually not included in results for typical users.

You cannot modify this view, except to delete it.

For information about working with the logical SQL view, see Showing the Logical SQL for a Request Using Siebel Analytics Logical SQL View.

Create Segment

The create segment view is for users of the Siebel Marketing Version 7.7 operational application. Use it to display a Create Segment link in the results. Users can click this link to create a segment in their Siebel Marketing operational application, based on the results data.

For information about working with the create segment view, see Creating Segments in Siebel Marketing Using Siebel Analytics Create Segment View.

Create Target List

The create target list view is for users of Siebel Industry Applications, Version 7.7. Use it to create a Create Target List link in the results. Users can click this link to create a target list, based on the results data, in their Siebel operational application.

For information about working with the create target list view, see Creating Lists of Contacts and Accounts Using Siebel Analytics Create Target List View.

Formatting Data Types and Configuring Data-Driven Navigation Using Siebel Analytics Custom Formatters

Siebel Analytics custom formatters allow you to format data types for display, such as showing dates in the formats mm/yy, or yyyy mm, or yyyy-mm-dd, and so on. When combined with SQL CASE functions, custom formatters allow you to add graphical indicators such as stop lighting, voting bars, scorecards, and more.

Custom formatters also allow data-driven navigation to related requests and content. Data-driven navigation using custom formatters is supported from the table and pivot table views.

For information about custom formatters, see Using Column Formatting Functions in Siebel Answers.

Drilling Down on Results in Siebel Analytics

If the Siebel Analytics Server administrator set up dimensional level hierarchies for the subject area, users can drill down on data in charts, tables and pivot tables. For more information, see Siebel Analytics Server Administration Guide.

Related Topics

Overview of Siebel Answers

Performing Common Tasks When Working with Siebel Analytics Views

Siebel Analytics User Guide