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Installing Siebel Analytics Excel Add-In

Analytics License: Excel Add-In only.

Operating System: Windows only.

This topic is part of Installing Siebel Analytics Ancillary Client Programs.

Siebel Analytics Excel Add-In is a Windows application that is an optional license under the Analytics Web Server. The Add-In provides a way to browse the Analytics catalog, select a report, and then drop that report into Excel. This spreadsheet may be saved and the data refreshed as needed. For information on how to use the Excel Add-In feature, see the Siebel Analytics User Guide.

The installation program for Excel Add-In is located on the Siebel Analytics Windows installation DVD.

Before installing this feature, the following programs must be installed on the client machines that run the Excel Add-In:

  • .NET Framework
  • Microsoft Excel
  • An appropriate version of Microsoft Office (see Siebel System Requirements and Supported Platforms)

To install the Siebel Analytics Excel Add-In under Windows

  1. From the installation DVD folder Siebel_Analytics_Excel_Add_In, or from the network location that contains the Excel Add-In files, run the program setup.exe.
  2. The installation wizard window appears and prompts you through each screen.

    To continue to the next screen, click Next. If you need to return to a previous screen, click Back.

    Screen
    Your Action

    Welcome

    Click Next.

    License Agreement

    Select "I accept..." and click Next.

    Installation Directories

    To accept the default installation (C:\Program Files\SiebelAnalytics\SAExcelAddIn), click Next.

    To change the default (recommended), click browse and establish the installation path, then click Next.

    Siebel Analytics Web Server URL

    The Web location from which data is to be retrieved.
    The format should be as in the following example:

    http://SAWHost/analytics

    Summary Information

    The directory where the Excel Add-In is to be installed is shown. Click Next.

    Installing

    Placeholder screen that appears while the installer installs the Excel Add-In. When done, click Next.

    Summary Information

    Choose whether or not to immediately restart your computer and click Finish.

    • If you click Yes ..., the computer shuts down and restarts.
    • If you click No..., you need to restart the computer before you use Siebel Analytics.
  
Siebel Analytics Platform Installation and Configuration Guide