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Siebel Analytics User Guide

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Introduction

Who Should Use This Guide

How This Guide Is Organized

Additional Resources

Revision History

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Getting Started with Siebel Analytics

About Siebel Analytics

Accessing Siebel Analytics

Performing Common Tasks in Siebel Analytics

Navigating in Siebel Analytics

Using the Siebel Analytics My Account Page

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Siebel Answers Overview

About Requests in Siebel Answers

About the Workspace in Siebel Answers

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Working with Requests in Siebel Answers

Business Process Flow for Creating a Request

Selecting a Subject Area in Siebel Answers

Creating and Saving Requests in Siebel Answers

Working with Request Columns in Siebel Answers

Using Column Selectors in Siebel Answers Requests

Modifying Columns in Siebel Answers

Updating a Siebel Answers Request

Sorting Columns in Siebel Answers

Adding Column Totals in Siebel Answers

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

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Formatting Requests in Siebel Answers

Using Formatting Functions in Siebel Answers

Adding Conditional Formatting in Siebel Answers

Using Custom Date/Time Format Strings in Siebel Answers

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Filtering Requests in Siebel Answers

Overview of Filters in Siebel Answers

Procedures for Using Filters in Siebel Answers

Using Dynamic Filters in Siebel Answers

Editing SQL Statements for Filters in Siebel Answers

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Working with Siebel Analytics Views

About Siebel Analytics Views

Types of Siebel Analytics Views

General Steps for Working with Siebel Analytics Views

Working with Siebel Analytics Title Views

Working with Siebel Analytics Static Text Views

Working with Siebel Analytics Funnel Chart Views

Working with Siebel Analytics Narrative Views

Working with Siebel Analytics Nested Request Views

Working with Siebel Analytics Pivot Table Views

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

Working with Siebel Analytics Chart Views

Creating and Saving a Siebel Analytics Chart

Changing Siebel Analytics Chart Properties

Working with Siebel Analytics Table Views

Working with Siebel Analytics Ticker Views

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Using Siebel Intelligence Dashboards

Overview of Siebel Analytics Dashboards

Setting Up a Siebel Analytics Dashboard

Navigating to a Siebel Analytics Dashboard

Modifying a Siebel Analytics Dashboard

Modifying Siebel Analytics Dashboard Pages and Columns

Adding Sections to a Siebel Analytics Dashboard

Adding Requests to a Siebel Analytics Dashboard

Adding Other Kinds of Content to a Siebel Analytics Dashboard

Embedding Content in a Siebel Analytics Dashboard

Modifying Siebel Analytics Dashboard Properties

Modifying Siebel Analytics Dashboard Page Properties

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Using Siebel Delivers

Overview of Siebel Delivers

Configuring Your Siebel Delivers Options

Adding Siebel Delivers Devices

Adding and Modifying Siebel Delivers Profiles

Accessing Siebel Analytics Alerts

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Siebel Consumer Goods Sales Analytics

Siebel Analytics Consumer Goods Business Scenario

Siebel eConsumer Goods Sales Analytics Dashboards

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Siebel Communications, Media, and Energy Analytics

Siebel Analytics CME Business Scenario

Siebel CME Analytics Dashboards

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Siebel Workforce Analytics

Siebel Analytics Workforce Business Scenario

Siebel Workforce Analytics Dashboards

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Siebel eInsurance Analytics

Siebel eInsurance Analytics Dashboards

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Siebel eHealthcare Analytics

Siebel eHealthcare Analytics Dashboards

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Siebel eFinance Analytics

Siebel Analytics Retail Finance Dashboards

Siebel Analytics Institutional Finance Dashboards

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Siebel Order Analytics

Siebel Analytics Order Fulfillment Business Scenario

Siebel Order Analytics Dashboards

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Siebel Product Analytics

Siebel Analytics Product Business Scenario

Siebel Product Analytics Dashboards

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Siebel Marketing Analytics

Siebel Analytics Marketing Business Scenario

Siebel Marketing Analytics Dashboards

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Siebel Partner Relationship Management Analytics

Siebel Analytics Partner Relationship Management Business Scenario

Siebel Partner Manager Analytics Dashboards

Siebel Partner Portal Analytics Dashboards

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Siebel ePharma Analytics

Siebel Analytics Pharmaceuticals Business Scenario

Siebel ePharma Analytics Dashboards

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Siebel Sales Analytics

Siebel Analytics Sales Business Scenario

Siebel Sales Analytics Dashboards

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Siebel Service Analytics

Siebel Analytics Service Business Scenario

Siebel Service Analytics Dashboards

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