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Adding Tables to Results Using Siebel Analytics Table View

Use the table view to show results in a standard table. Users can navigate and drill down in the results. You can add report totals and column totals, specify custom table and column headings, and change the formula or aggregation rule for a column. You can also edit properties for a column to control the appearance and layout of a column and its contents, and specify formatting to apply only if the contents of the column meet certain conditions.

You can also specify paging controls and the number of rows per page, display column and table headings, apply green bar styling, and enable column sorting in dashboards. In a dashboard, the column headers of tables that can be sorted have a slightly raised visual appearance.

If your user name has the appropriate permissions, you can also add the write-back capability to the table view that allows a user to update or write to the back-end database. For example, a user can enter sales targets for the current quarter in a Sales dashboard. The Siebel Web administrator needs to set up and configure the write-back capability before you can add this capability to a table view. For more information about the write-back capability, see Siebel Analytics Web Administration Guide.

A table view is added to the results as the second view by default. (Your Siebel Analytics Web administrator may have configured a different default results view for your organization.)

To work with a Siebel Analytics table view

  1. In Siebel Answers, create or modify the request with which you want to work, and then perform one of the following actions:
    • To add a new table view, click the Results tab and choose Table from the views drop-down list.

      You can also add a table view by clicking the Table button at the compound layout view or at the Criteria tab.

    • To edit an existing table view, click the Results tab, choose Compound Layout from the views drop-down list, and then click the Edit View button for the table view.

      The workspace shows the options and settings for the view.

  2. To view the buttons for working with each column individually, select the option to show header toolbars.
  3. To specify the sort order for one or more columns that appear in a request, click the Order By button for a column.

    You can order results by more than one column. If you choose more than one column, the order is shown on the Order By button. For more information about sorting, see Specifying the Sort Order for Columns in Siebel Analytics Requests.

  4. To specify report totals, perform the following actions:
    • To add a grand total for the report, click the Grand Totals button at the top of the workspace and make sure the option Report-Based Total is selected.
    • To add totals for an individual column, click the Total By button for that column and make sure the option Report-Based Total is selected.

      The Total By button is available only for columns that can be totaled.

      NOTE:  If the option Report-Based Total is not selected, the Siebel Analytics Server will calculate the total based on the entire result set, before applying any filters to the measures.

  5. To add custom headings or edit the formula for a column, click the Edit Formula button.

    The Edit Column Formula dialog box appears.

    At the Column Formula tab, you can perform the following actions:

    • To specify custom headings, select the option Custom Headings and type new heading text into the appropriate location.
    • To edit the formula for the column, type it into the Column Formula area. For information about using SQL functions, click the help button.
    • To change the aggregation rule for the column, make a selection from the drop-down list.

      At the Bins tab, you can combine multiple values or ranges of values from a given column into bins.

    • Add and name the bins.

      All instances of the different values that make up the bin in the result set will be replaced by the bin name. Aggregations are performed accordingly as well.

  6. To edit the properties for a column, or to specify formatting to apply if the contents of the column meet certain conditions, click the Format Column button.

    The Edit Column Format dialog box appears, where you can make your selections:

  7. When you are done, you can save the request with the table view.

To add the write-back capability to the table view

  1. At the table view, click the following Write Back Properties button:

    The Write Back dialog box appears.

  2. Select the Enable Write Back check box.
  3. In the Template Name box, type the template name.

    Check with your Siebel Analytics Web administrator for the appropriate template name.

  4. In the Button Text box, type a button name.
  5. In the Button Position list, select where the button appears.
  6. Click OK.
  7. Click the Properties button for the write-back column to open the Column Properties dialog box, and then click the Column Format tab.
  8. Under Value Interaction, in the Type list, click Write Back, and click OK.
  9. When you are done, you can save the request with the table view.

To specify paging controls and the number of rows per page, display column and table headings, apply green bar styling, and enable column sorting in dashboards

  1. At the table view, click the Table View Properties button near the top of the workspace.
  2. Make your selections for the various options.

    NOTE:  The presence of the option to enable column sorting in dashboards is configurable by your Siebel Analytics Web administrator. If the option is not available, your Siebel Analytics Web administrator has suppressed its display.

Related Topics

Overview of Siebel Answers

Performing Common Tasks When Working with Siebel Analytics Views

    
Siebel Analytics User Guide