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Siebel Analytics User Guide > Getting Started with Siebel Analytics > Performing Common Tasks in Siebel AnalyticsThis section explains how to perform common tasks in Siebel Analytics. It contains the following topics:
Exiting from Siebel AnalyticsDo not close the browser window to exit from Siebel Analytics. Viewing Descriptions of Siebel Analytics Dashboards and Saved RequestsDescriptions are supplied when a dashboard or request is saved in the Web Catalog. If no description is supplied, the description defaults to the name of the dashboard or saved request. To view the description of a saved request To view the description of a dashboard
Printing a Siebel Analytics Dashboard or Saved RequestSiebel Analytics allows you to display printer-friendly versions of existing dashboards and requests. A printer-friendly version does not contain any extraneous links or other hypertext items. You can print using HTML or Adobe PDF (Portable Document Format). Adobe Reader 6.0 or greater is required to print using Adobe PDF. NOTE: The HTML method of printing relies on the print handling capabilities of your browser. If you do not get the results you want, choose PDF to open and then print the dashboard or request. To print a dashboard or a request Emailing a Siebel Analytics Dashboard Page or RequestYou can email a dashboard page or a request as an attachment. The format you use depends on your browser, such as Web Archive, Single File (.mht) in Internet Explorer or Mozilla Archive Format (.maf) in Mozilla and Firefox. NOTE: The Mozilla Archive Format capability is available as a separately downloaded plug-in. In any browser, you can also save a dashboard page or request as a collection of HTML files. You can then zip and email the corresponding directory of associated files. To email a dashboard page or request
NOTE: The saved attachments can also be used as a means to archive and restore requests as they exist at a particular point in time. Downloading Siebel Analytics ResultsSiebel Analytics provides options for downloading results. These appear in Siebel Answers as options for the Download link. The Download link can also appear with a request in a dashboard.
To download results in Microsoft Excel format
To download results as a tab-separated list of values
To download results as a Web page
Refreshing a Siebel Intelligence Dashboard or Siebel Analytics RequestWhen executing a Siebel Intelligence Dashboard or a request, Siebel Analytics uses temporary storage areas, called caches, to save frequently accessed or recently accessed results. Storing certain results in cache helps to improve Siebel Analytics performance. You can use the Refresh feature to make sure that your request bypasses saved information in the Siebel Analytics Web cache and is issued to the Siebel Analytics Server for processing. NOTE: The Siebel Analytics Server maintains its own cache. This cache is separate from the Siebel Analytics Web cache. When you select a specific dashboard or request, Siebel Analytics Web checks its cache to determine if the identical results have recently been requested. If so, Siebel Analytics Web returns the most recent results, thereby avoiding unnecessary processing by the Siebel Analytics Server and the back-end database. If not, the request is issued to the Siebel Analytics Server for processing. If the Siebel Analytics Server has cached results that can satisfy your request, the results are returned from that cache. If not, Siebel Analytics Server issues the request to the back-end database. You cannot force your request past the Siebel Analytics Server's cache. Siebel Analytics administrators can configure cache settings for Siebel Analytics Web that control what is cached and for how long. For information, see Siebel Analytics Web Administration Guide. For information about the Siebel Analytics Server cache, see Siebel Analytics Server Administration Guide. To refresh a dashboard or request Refreshing Information in the Siebel Analytics Selection PaneThe Siebel Analytics selection pane appears in Siebel Answers and Siebel Delivers. When changes have been made to saved content or to the Siebel Analytics Server metadata, you can refresh the display to see the most current information. NOTE: The information you see in the selection pane is determined by your permissions and responsibilities. To refresh the information in the selection pane
Using a Write-Back Table in a Siebel Analytics Dashboard Page or RequestIf your user name has the appropriate permissions to write back to the back-end database, a write-back button appears below the table. You can then update or write to the back-end database using the write-back capability. For example, you can enter sales targets for the current quarter in a Sales dashboard. |
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