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General Steps for Working with Siebel Analytics Views

This topic explains the general steps to use when working with views. For information about working with specific view types, see the remaining topics in this chapter.

To work with Siebel Analytics views

  1. Navigate to Siebel Answers.
  2. Create a new request and save it, or execute a saved request.
  3. Click the Views tab in Siebel Answers, or click Customize View on the Results tab.

    4. TIP:  Any time that you want to work with views on the Results tab instead of the Views tab, click Customize View.

  4. Click the appropriate link for the type of view you want to work with.
  5. To see what the result look like, click the Results tab. You can also click Show Results.
  6. To position a specific view on the page on the Results tab, click the appropriate arrow icon.
  7. To delete a view, click the Delete View icon for the view on the Results tab.
  8. To edit the properties for a view, click the View Properties icon on the Results tab.
  9. To preview the results using a style sheet:
    1. Click Customize View on the Results tab.

      2. A style drop-down list appears on the Results tab.

    2. Choose a style from the drop-down list.

      3. The style applies to all views in the result set. It shows what the result set would look like in a dashboard, using the selected style sheet.

  10. When you are finished, click Save to save the result set.

 Siebel Analytics User Guide 
 Published: 18 April 2003