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Defining Presentation Template Sections

Once you have created your PowerPoint slides and a record for your template, define the structure of your presentation template.

A presentation is made up of sections, which divide and subdivide your presentation. Depending on your needs, a single section might contain multiple components or a single component.

The type of a section depends on what type of data it contains. For example, file sections contain slides, chart sections reference Siebel charts, and so on.

You define the structure of the presentation template by creating sections in the Administration - Document screen > Presentation Templates view, which are associated with the Template record you created for this template.

These tasks are a step in Process of Creating Presentation Templates.

Creating Top-Level Sections for the Presentation Template

First you must create top-level sections, then you can add subsections to these top-level sections. Your presentation structure can have multiple levels of sections, since a subsection can contain other subsections.

To create top-level sections

  1. Navigate to the Administration - Document screen > Presentation Templates view.
  2. In the Template Explorer, in the left frame, click the plus sign (+) next to the icon representing this template.

    The Sections folder appears in the list.

  3. In the Explorer list, click the plus sign (+) next to the Sections folder.

    The Sections list appears in the right frame.

  4. In the Sections list, create a new record.
  5. In the Name field, enter a name for this section.

    The section name is the title of the slide for some types, such as Bullet Slide.

  6. In the Sequence field, specify the order in which this section should appear in the presentation.
  7. In the Section Type field, indicate the type of section you are creating. The following table describes the different section types available to you.
    Type
    Comments

    Bullet Slide

    Creates a slide and inserts a list of Siebel data in bullet format—for example, a list of products the opportunity is interested in.

    This section name is used as the slide title.

    Chart

    Creates a slide and inserts a Siebel chart. The chart is automatically centered, and you can change x, y, and z axes.

    File

    Contains only presentation slides or text. If you are using PowerPoint, they must be in PPT, DOC, or TXT format. If you indicate text, it creates a slide and inserts the text.

    Locator

    Pulls in slides or text (PPT slides or TXT files) from the Siebel Encyclopedia. If you create a locator section, Siebel Presentations can dynamically pull in slides from the marketing encyclopedia that relate to the products the opportunity is interested in. For example, if you want the presentation to dynamically insert slides related to the products on the opportunity, use a Locator.

    The file types must be PPT, TXT, or RTF. If more than one marketing slide meets the Locator criteria you specify, Siebel Presentations inserts each.

    Organization Chart

    Creates a slide and pulls in Organization charts for the Account or Opportunity associated with the template. Charts are automatically centered.

    Table

    Creates a slide and pulls Siebel data into a table format. You select fields to be included, the sequence of the fields, and the column length. Tables are automatically centered. By selecting a Table Section, you also enable creation of a Related Table section. See Adding Related Table Subsections to the Presentation Template.

    Two-Column Slide

    Creates a slide that puts two sections next to each other. You can, for example, show a list of key features of a product (a Bullet Slide section) next to a picture of the product (a File section). You specify the two subsections, which can be any of the other section types.
  8. Complete the fields applicable to your section type. Table 76 describes the fields that you should complete for each type of section.
  9. Repeat Step 4 through Step 8 to add all the top-level sections that are needed.
Table 76. Selected Fields for the Presentation Template Administration View
Section Type
Field
Comments

Bullet Slide

Business Object

The Siebel business object from which the information is taken. Select from the list, which contains all available business objects from your repository, or enter the name in the field. For example, to include a Bullet List of products offered with the quantity and ship date for the opportunity, the business object is Opportunity.

File

N/A

You do not need to complete any fields for this type of section.

Chart

Business Object

The Siebel business object the chart information is coming from (for example, Opportunity). Select from the Business Object list, which lists all available business objects from your repository.

Chart or Table Name

The name of the chart applet you want to insert into this section. For example, "Opportunity Chart Applet - Current Opportunity Analysis." The list also contains all available applets from your repository.

Search Spec

Any search criteria you want to use to restrict data for the chart (for example, Revenue > 500000).

Category

With charts that contain multiple X-axis options, this field allows you to set which option to use for the X-axis. For example, in the Lead Analysis by Rep chart, the X-axis can be Sales Representative or Quality.

Function

With charts that contain multiple Y-axis options, this field allows you to set which option to use for the Y-axis. For example, in the Lead Analysis by Rep chart, the Y-axis can be Number of Opportunities, Opportunity Revenue, or Average Opportunity Revenue.

Series

This field allows you to set the Z-axis you wish to use for charts that contain multiple Z-axis options.

Locator

Information Retrieval Method

Select which relationship to use to find the literature. For example, Oppty Competitor, which are the slides on competitors associated with the opportunity.

To associate literature with a product, competitor, or partner, use the Literature Administration view (or the Decision Issue, Competitor, or Product Administration views).

Retrieved Literature Category

Indicate what type of literature you are looking for (for example, brochures, specification sheets, and so on).

This helps you to filter out the slides from the rest of the documents in the marketing encyclopedia, to be included in your presentation.

Organization Chart

Business Object

The Siebel object from which the information is taken. Select from the Business Objects dialog box, which contains all available business objects from your repository.

Chart or Table Name

The name of the applet that contains the organization chart data. For example, the Opportunity Organization Analysis applet.

Table

Business Object

This is the Siebel business object from which the information is taken. Select from the Business Objects dialog box, which contains all available business objects from your repository.

For example, if you want to include a table of products being offered, with the quantity and ship date for the opportunity, the business object is Opportunity.

Chart or Table Name

The name of the applet where the table data is stored.

In the example used for Business Object, the applet is Opportunity Product Applet.

Table Fields

Open the Table Fields dialog box and then, for each field you want in the table, click New and enter the following information:

  • The Field Name of the field; for example, Product.
  • The Sequence in which you want the field listed.
  • The Width of the column; the default (and minimum) width is 100 pixels. A second way to define column width is by percentage of the table width. When a value is entered into table width, column width equates to percentage of total table width. For example, if there are three fields and table width is set to 100, field widths of 25, 65, and 35 would equate to 25%, 65%, and 35% of the total width of the table. In this example, if the table width was not set, the field widths would equate to 25, 65, and 35 pixels.
  • The Alignment of the data in the field: Left, Center, or Right.

Two-Column Slide

N/A

Create two subsections under the section you have designated as Two-Column Slide. For each subsection, complete the fields appropriate to that type of section. For example, if you want to show a Chart section next to a Table section, create a subsection of the Chart section type (and complete the Chart-related fields shown in this table) and create a subsection of the Table type (and complete the Table-related fields shown in this table).

Adding Subsections to the Presentation Template

After adding top-level sections, you may want to add subsections to one or more of them.

To add subsections to an existing section

  1. Navigate to the Administration - Document screen > Presentation Templates view.
  2. In the Template Explorer, in the left frame, click the plus sign (+) next to the template to which you want to add a subsection.

    The template's Sections folder appears.

  3. In the Template Explorer, click the plus sign (+) next to the Sections folder for this template.

    The Explorer displays the sections for this template, and the Sections list is displayed to the right.

  4. In the Template Explorer, click the plus sign (+) next to the section to which you want to add a subsection.

    The Sections and Components folders appear for this template.

  5. Click the plus sign (+) next to the Sections folder for this section.

    The Sections list appears, listing all subsections under this section.

  6. Use the Sections list to add a subsection in the same way you used it to add a top-level section, as described in Creating Top-Level Sections for the Presentation Template.

NOTE:  When a presentation generates, a section generates before any of its subsections and is displayed prior to a subsection in the finished presentation.

Adding Related Table Subsections to the Presentation Template

After adding a Table Name subsection, you can add related tables that provide detailed information for the first table. For example, if the tables subsection contains a quote record, the related table can contain the quote line items. The relationship between the information is essentially a parent-child-grandchild relationship; the opportunity is the parent record, the quote table is the child, and the related table containing the quote line items is the grandchild.

To add a related table

  1. Navigate to the Administration - Document screen > Presentation Templates view.
  2. In the Template Explorer list, in the left frame, click the plus sign (+) next to the template to which you want to add a related table.

    The Sections folder appears in the list.

  3. In the Explorer list, click the plus sign (+) next to the Sections folder.

    The Sections list appears in the right frame.

  4. In the Sections list, add a new section or edit an existing section.
  5. In the Section Type field, select Table and enter the Table Name.
  6. Complete all necessary fields.
  7. In the Explorer list, click the plus sign (+) next to the Related Tables folder.

    NOTE:  The Related Table folder in the Template Explorer is used only for the Table section type. This folder can be edited only if a table is already added.

  8. In the Related Tables dialog box, complete the fields as described in the following table.
    Field
    Comments

    Business Object

    Select the Siebel object to which this table is related.

    Table Name

    Select the name of the related table applet.

    Field Name

    Select the fields that will be displayed in this table. If none are selected, all fields appear.
    
Applications Administration Guide