Siebel Incentive Compensation Administration Guide > Incentive Compensation Calculations >

Exporting Calculation Run Data to Excel

After calculation runs, you may want to export your calculations to a Microsoft Excel spreadsheet in the Calculation Workbook to perform further analysis, and to compare different calculations for the same period.

To export data to Excel

  1. From the application-level menu, choose View > Site Map > Incentive Compensation Tracking > Calculation Workbook.
  2. In the Calculation Workbook list, query for the calculation run you want to export.
  3. Click the menu button and chose Export.

    The Export dialog box appears, as shown in the following figure.

    Click for full size image
  4. In the Export dialog box, select the desired export options, and then click Next.
  5. In the File Download dialog box, select Save the file to disk, and then click OK.
  6. In the Save As dialog box, navigate to the location where the file will be saved, and click Save.

    NOTE:  The export function is a standard list feature. You can also perform Export from other screens in the Siebel application.

Siebel Incentive Compensation Administration Guide