Siebel Performance Management Guide > Setting Up and Administering Performance Scorecard >

Creating List Subject Areas and Setting Responsibilities for Analytics KPIs

You may want to create a KPI in Siebel Analytics that is derived from a subject area that you do not see when you navigate to the KPI Analytics Request Administration screen. To create KPIs in Siebel Analytics, you need subject areas included in the List Format screen. These subject areas are different than subject areas typically included in the Siebel Answers screen. However, list format subject areas can be created based on an existing Siebel Answers subject area.

This task is a step in Process of Administering and Using KPIs and Performance Scorecard.

To create list subject areas

1. Log into Siebel Analytics Administration Tool as the administrator.
2. From the application-level menu, choose Manage > Marketing.
3. From the Marketing Metadata window, choose Actions > New > List Catalog from the menu.

   The List Catalog window appears.

4. From the List Catalog windows, click the ellipsis (...) button adjacent to the Name field, browse to find the Subject Area that you want to become a list format subject area, and select the subject area.
5. Click OK in the Browse window.
6. From the List Catalog window, click Permissions, and in the Permissions window, select the Read check boxes for the responsibilities that can view the subject area.
7. Click OK in the Permissions window, click OK in the List Catalog window, and then close the Marketing Metadata window.
8. Save the changes to the rpd.

To change the responsibilities that can view a list subject area

1. Log into Siebel Analytics Administration Tool as the administrator.
2. In the upper menu, choose Manage > Marketing.
3. From the Marketing Metadata window, double-click on the subject area that you want to update, and then click Permissions.
4. In the Permissions window, select the check box for each responsibility that you want to be able to view the subject area.
5. Click OK, click OK again, and close the window.
6. Save the changes to the rpd.