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Navigating in Siebel Analytics
This topic explains basic navigation within Siebel Analytics:
What You See After Accessing Siebel Analytics
When you access Siebel Analytics, the first screen you usually see is a dashboard. Dashboards show reports and other information for your area of responsibility.
You can change the appearance of the My Dashboard page based on your personal preferences. For more information about dashboards, see Using Siebel Intelligence Dashboards.
Figure 2 shows a sample My Dashboard page from a Siebel Analytics application.
NOTE: Your dashboard may look different than the sample, or you may see a different page entirely.
Using Siebel Analytics Feature Links
This topic describes the links that provide access to Siebel Analytics functions:
- In stand-alone Siebel Analytics, the links are located in the upper right corner of the page. The links you see are determined by your privilege settings.
- In Siebel Analytics applications, the links New Column, New Page, and Properties are located on the Analytics tab, if you have permission to access those links. You can access other links as views, such as My Dashboard, My Analytics Profile, Answers, Delivers, Alerts, and Analytics Web Administration, by choosing View > Site Map. The views that you can access are determined by your role and responsibilities.
Alerts!
Accesses the Active Alerts page, from which you can view and manage your active alerts.
My Account
Accesses the My Account page, from which you can view general account information and set your preferences for the Siebel Analytics application.
Answers
Accesses Siebel Answers, from which you can view, create, and manage your requests.
Dashboards
Accesses the Intelligence Dashboard page, from which you can access specific dashboards to which you have access.
Log Out
Used to log out of the Siebel Analytics application. Always use this link to log out of Siebel Analytics.
Working with Siebel Analytics Pages
Siebel Analytics is organized into pages. Pages have three components:
- Panes. Both the Siebel Delivers and Siebel Answers pages display a left and a right pane. The left pane is the selection pane, used to navigate to, select, and manage saved information. The right pane is used to display and work with the content selected in the left pane.
- Areas. Pages are organized into areas. Each area within a page focuses on specific content or options.
- Tabs. Tabs provide access to other pages related to the current page. The tabs appear in the top part of the page. The list of available tabs depends on which page you select.
Siebel Analytics feature links are used to access these pages. Each feature link provides access to a specific feature or topic. Pages can contain other organization and navigation elements, such as tabs, areas, and panes.
For information about feature links, see Using Siebel Analytics Feature Links.
Drilling Down in Siebel Analytics
Many of the results that appear in Siebel Analytics represent hierarchical data structures. Siebel Analytics metadata specifies these hierarchies, and this allows you to access the different levels of detail within them. For example, information in a sales chart may be categorized by region. Clicking on a specific region in the chart may display each country within that region, if the country is the next level within the hierarchy of the metadata.
You can drill down to an actual item in the database. For example, if you work in sales, you can drill down to the city level within a sales report, and see that there is a large sale pending in Paris. If you are using a Siebel eBusiness application, you can then drill down on the pending sale and go directly to that opportunity in the Siebel eBusiness application.
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Siebel Analytics User Guide Published: 18 April 2003 |
