Bookshelf v7.5: Working with Siebel Analytics Pivot Table Views

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Working with Siebel Analytics Pivot Table Views

The Pivot Table view is an interactive view that allows you to rotate the rows, columns, and section headings to obtain different perspectives of the data. Pivot tables are navigable and drillable, and are especially useful for trend reports.

The following procedure To create or edit a pivot table provide the general steps to create a pivot table. For information about additional pivot table formatting options, see the following topics:

Using Multiple Page Drop-Down Lists in Siebel Analytics Pivot Tables

Overriding Default Aggregation Rules in Siebel Analytics Pivot Tables

Adding Conditional Formatting in Siebel Analytics Pivot Tables

Showing an Item's Relative Value in Siebel Analytics Pivot Tables

Using Calculations in Siebel Analytics Pivot Tables

For information about navigating in pivot tables, see Analytics Web Online Help.

To create or edit a pivot table

To create or edit a pivot table, do the following:

Navigate to Siebel Answers, and display the request with which you want to work.

In the right pane, click the Views tab.

In the Views area, do one of the following:

To create a new pivot table, click the Pivot Table link.

To edit an existing pivot table, click the Properties link for the pivot table.

The Add/Edit Pivot Table page displays a pivot table template.

The columns included in the request appear as elements in the pivot table template. See Table 17 for a description of pivot table positions.

Drag and drop the request columns, which appear as elements in the pivot table, to the desired positions in the pivot table template.

Decide how you want to see previews of the pivot table:

To see a preview of the pivot table's appearance while you are working with it, click the Preview option.

To see a preview only at certain times, do not select the Preview option. When you want to see a preview, click the Preview link.

To sort the results, click the Order By icon.

The icon changes to indicate the sort order:

An up arrow indicates ascending sequence.

A down arrow indicates descending sequence.

To add column and row grand totals, do the following:

In the Measures area, click the Totals icon for the row or column to be totaled.

Select one of the values from the popup menu.

Depending on the position of this element, the totals for the summary data represented by the Measures elements display as a column or row. Column and row totals include labels.

When Totals icon is dimmed, no totals will appear.

When you are done, click Finished.

After a pivot table is created, you can save it in the Web Catalog.

Table 17. Siebel Analytics Pivot Table Positions
Position	Description
Pages	Provides an interactive result set. The values from the columns that appear in the Pages position are used as the initial filter criteria. The values appear in a drop-down list for selection. Based on that selection, a pivot table (composed of the Sections, Columns, Rows, and Measures defined in the pivot table) appears. For more information, see Using Multiple Page Drop-Down Lists in Siebel Analytics Pivot Tables.
Sections	Provides initial filter criteria. For each value in the Section column, a unique pivot table appears, composed of the Columns, Rows, and Measures defined in the pivot table.
Columns	Shows an element in a column orientation. Pivot tables can contain multiple columns.
Rows	Shows an element in a row orientation. Like columns, pivot tables can contain multiple rows.
Measures	Populates the section of a pivot table that contains summary data. The elements in the Measures area are summarized based on the elements in the page, section, row, and column fields. Each value in the Measures elements represents a summary of data from the intersection of the source rows and columns. The Measure Labels element, which appears in the Columns area by default, represents the label position for the Measures columns. It also provides totaling and ordering capabilities. If there is only one measure, this element can be excluded.
Excluded	Excludes columns from the pivot table results. Any column that is added as criteria for the request after the pivot table has been created, is added as excluded.