Bookshelf v7.7: Navigating in Siebel Analytics

Siebel Analytics User Guide > Getting Started with Siebel Analytics >

Navigating in Siebel Analytics

This section explains basic navigation within Siebel Analytics. It contains the following topics:

What You See After Accessing Siebel Analytics

When you access Siebel Analytics, the first screen you usually see is your personal dashboard, named My Dashboard, or a dashboard for your job function. Dashboards typically contains reports and other information for your area of responsibility.

For more information about dashboards, see Using Siebel Intelligence Dashboards.

Figure 2 shows an example My Dashboard page from an sample Siebel Analytics application. You can change the appearance of the My Dashboard page based on your personal preferences.

NOTE: Your dashboard may look different than the example.

Figure 2. Example My Dashboard Page

Using Siebel Analytics Feature Links

This section 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 screen. The links you see are determined by your privilege settings.
In Siebel Analytics applications, the links 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.

Table 2 describes some of the Siebel Analytics feature links.

Table 2. Description of Siebel Analytics Feature Links
Link	Description
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 two 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.
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.

Siebel Analytics User Guide