Bookshelf Home | Contents | Index | PDF |
Siebel Analytics User Guide > Working with Siebel Analytics Views in Siebel Answers > Performing Common Tasks When Working with Siebel Analytics ViewsWhen you are working with the various result views in Siebel Answers, you can perform some tasks, such as accessing the compound layout view or previewing a view. This section provides the procedures to perform these common tasks. It contains the following topics:
Saving a Siebel Analytics ViewIn Siebel Answers, you can save the view with which you are working at any time. To save a Siebel Analytics view
Printing a Siebel Analytics ViewIn Siebel Answers, you can print the view with which you are working 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 Siebel Analytics view Making a Copy of a Siebel Analytics ViewIn Siebel Answers, you can duplicate a view to create a copy of it. Duplicating a view is useful when you want to make changes to it while preserving the original view, or when you want create a new view based on an existing view. The duplicated view name has the numeral 2 appended to it. You can change the name when you save the view. To duplicate a Siebel Analytics view
Previewing How a Siebel Analytics View Will Appear on a Siebel Intelligence DashboardIn Siebel Answers, you can preview a Siebel Analytics view to see how it will appear on a dashboard. When you preview the compound layout view, you can see how the collection of views will appear. When you are working with views in Siebel Answers that show results data, such as the table and pivot table views, you can also see the results as you work with the view. To preview a Siebel Analytics view as it will appear on a dashboard To see the results as you work with the view Deleting a Siebel Analytics ViewIn Siebel Answers, you can delete the view with which you are working at any time. To delete a Siebel Analytics view
Refreshing the Results in a Siebel Analytics ViewWhen you are working with views in Siebel Answers that show results data, such as the table and pivot table views, you can refresh the results of the current request. Refreshing results is useful if you make a change such as adding a filter that limits results and you want to see the effects of your change. To refresh the results of the current request in a Siebel Analytics view
Creating a New Request While Working with a Siebel Analytics ViewIn Siebel Answers, you can create a new request while you are working with a view for the current request. To create a new Siebel Analytics request
Opening a Saved Request While Working with a Siebel Analytics ViewIn Siebel Answers, you can work with a previously saved request while you are working with a view for the current request. To open a saved Siebel Analytics request
Accessing the Compound Layout View from Another Siebel Analytics ViewWhen you are working with a view in Siebel Answers, you can access or return to the compound layout view at any time. To access or return to the Siebel Analytics compound layout view
Customizing a Siebel Analytics View for Delivery to Siebel Delivers UsersSiebel Analytics automatically formats delivery content based on the destinations specified at the Destinations tab in Siebel Delivers. If you want to have manual control of a view's format for a particular destination, you can use the Specialize View feature in Siebel Answers to override the Siebel Analytics format. You can specialize an entire compound layout view or only certain views. The override remains in force until the specialized view is removed. To specialize a Siebel Analytics view for delivery
|
Siebel Analytics User Guide |