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Integrating a Siebel Analytics Request with Microsoft Excel's Internet Query Feature

Integrating a Siebel Answers data request with Excel's Internet Query (IQY) feature allows you to run the request from within Excel. This can be useful for printing and report distribution.

When the IQY file is opened in Excel, you are prompted to enter your Siebel Analytics user ID and password. (You must have a nonblank password.) Then, the results of the saved request are retrieved and placed in an Excel spreadsheet. You can save the Excel spreadsheet so that the data can be refreshed directly from within Excel.

By default, Excel prompts you to enter your user ID and password each time the query is refreshed. Alternatively, you can save your user ID and password within the spreadsheet. Consult your Excel documentation for details.

NOTE:  You can integrate requests into Excel's IQY feature only with results that are displayed in one or more table or pivot table views. Other view types are not supported.

To integrate a Siebel Analytics request with Excel's IQY feature

  1. Save a request with one or more table or pivot table views.
  2. Navigate to the Advanced tab in Siebel Answers and select the third link shown on the Advanced tab.

    3. This is the link to download the request in Excel IQY format.

  3. Save the file to the desired location.

After opening the file in Excel, you can modify it, specify additional formatting, enhance it with charts, and so on. For information, see your Excel documentation.


 Siebel Analytics User Guide 
 Published: 18 April 2003