Siebel Analytics User Guide > Using Siebel Intelligence Dashboards > Modifying a Siebel Analytics Dashboard >

Embedding Content in a Siebel Analytics Dashboard

You can embed content into a dashboard. Embedded content is any content that is displayed in a window (called a frame) in a dashboard, as opposed to content that is accessed by clicking a link. Content that you may want to embed includes Siebel Analytics requests, Excel charts, documents, Web sites, and tickers from Web sites.

NOTE:  Some third-party Web sites, because of the way they have been created, cannot be embedded within another Web page. If you try to embed a Web site that does not allow it, the site will occupy the entire window when you preview it. To prevent this from happening, either click your browser's Back button until a Siebel Analytics page reappears, or close and then reopen your browser.

When you embed content into a dashboard, Siebel Analytics automatically adds the required HTML to the target content. You can add additional HTML to incorporate other effects.

To add embedded content to a dashboard

  1. Navigate to a dashboard section to which you want to add content.
  2. Click the Edit icon in the section.

    3. The Edit Section page appears.

  3. In the Section Content area, click the Embedded Content link.

    4. The Add Embedded Content page appears.

  4. Enter the Location information by doing the following:
    1. In the URL text box, type the URL or the network path for the content you want to embed.

      2. NOTE:  The URL that you specify should begin with http:// unless you plan to use an item that is saved on your Web server. If you use a network path to indicate the location of the item, make sure you use the exact path. Items that are embedded on a shared dashboard must be located on a network drive accessible to all users.

    2. In the Width text box, type the width (in pixels) for the area the content will occupy.
    3. In the Height text box, type the height (in pixels) for the area the content will occupy.

      4. NOTE:  The default size of the embedded content area is 600 by 440 pixels. The dimensions that you specify for the content area will apply even if the content does not fill the area. For example, if you embed an image and indicate a width of 100 and a height of 100, but the image only has a width of 50 and a height of 50, the dashboard designates an area with the dimensions you specified (100 by 100). Items that you place in the content area are not stretched or reduced to fit the area.

    4. If the embedded item is larger than the content area that you specify, scroll bars automatically appear in the section. To prevent scroll bars from appearing, select the Hide Scroll Bars option.
  5. Click Preview.

    6. The Preview Content page displays an active preview of the text.

  6. Click Accept.
  7. Click Finished.

    8. The updated dashboard appears.

To embed a request in a dashboard

  1. Copy a request shortcut by doing the following:
    1. Navigate to Siebel Answers.
    2. In the selection pane, click the Catalog tab.
    3. In the Catalog Explorer, expand the folders within the Web Catalog to display the saved requests.
    4. Click the request you want to embed.
    5. Click the Advanced tab.
    6. In the Referencing the Results area, right-click the link that references the information you want to embed, and choose Copy Shortcut from the pop-up menu.

      7. NOTE:  The links on the Advanced tab have descriptions that explain how the request will appear. To preview a request, click the link for the request you want to preview. Previews from the Advanced tab appear in a new window. To return to Siebel Answers, close the preview window.

  2. Navigate to a dashboard section to which you want to add content.
  3. Click the Edit icon in the section.

    4. The Edit Section page appears.

  4. In the Section Content area, click the Embedded Content link.

    5. The Add Embedded Content page appears.

  5. Enter the Copied Shortcut information by doing the following:
    1. Right-click in the URL text box and choose Paste from the pop-up menu.
    2. In the Width text box, type the width (in pixels) for the area the content will occupy.
    3. In the Height text box, type the width (in pixels) for the area the content will occupy.
    4. If the embedded item is larger than the content area that you specify, scroll bars automatically appear in the section. To prevent scroll bars from appearing, select the Hide Scroll Bars option.
  6. Click Preview.

    7. The Preview Content page displays an active preview of the text.

  7. Click Accept.
  8. Click Finished.

    9. The updated dashboard appears.


 Siebel Analytics User Guide 
 Published: 18 April 2003