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Adding Tables to Results Using Siebel Analytics Table View


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

A table view is always added to the results, as the second view.

NOTE:  The grand total for columns with the aggregation rule Average will differ in the table and pivot table views. In the table view, the grand total for a column with an Average aggregation rule is calculated from the database (as a sum divided by a count). In the pivot table view, the grand total is the average of the rows in the result set.

To work with a Siebel Analytics table view

  1. In Siebel Answers, create or modify the request with which you want to work, and then perform one of the following actions:
    • To add a new table view, click the Results tab and choose Table from the views drop-down list.

      You can also add a table view by clicking the Table button at the compound layout view or at the Criteria tab.

    • To edit an existing table view, click the Results tab, choose Compound Layout from the views drop-down list, and then click the Edit View button for the table view.

      The workspace shows the options and settings for the view.

  2. To view the buttons for working with each column individually, select the option to show header toolbars.
  3. To specify the sort order for one or more columns that appear in a request, click the Order By button for a column.

    You can order results by more than one column. If you choose more than one column, the order is shown on the Order By button. For more information about sorting, see Specifying the Sort Order for Columns in Siebel Analytics Requests.

  4. To specify totals, perform the following actions:
    • To add a grand total, click the Grand Totals button at the top of the workspace.
    • To add totals for an individual column, click the Total By button for that column.

      NOTE:  The Total By button is available only for columns that can be totaled.

  5. To add custom headings or edit the formula for a column, click the Edit Formula button.

    The Edit Column Formula dialog box appears, where you can perform the following actions:

    • To specify custom headings, select the option Custom Headings and type new heading text into the appropriate location.
    • To edit the formula for the column, type it into the Column Formula area. For more information, click the help button.
    • To change the aggregation rule for the column, make a selection from the drop-down list.
  6. To edit the properties for a column, or to specify formatting to apply if the contents of the column meet certain conditions, click the Format Column button.

    The Edit Column Format dialog box appears, where you can make your selections:

  7. When you are done, you can save the request with the table view.
Related Topics

Overview of Siebel Answers

Performing Common Tasks When Working with Siebel Analytics Views

Siebel Analytics User Guide