Siebel Analytics User Guide

What's New in This Release

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Getting Started with Siebel Analytics

Overview of Siebel Analytics for End Users

Accessing Siebel Analytics

Performing Common Tasks in Siebel Analytics

Navigating in Siebel Analytics

Using the Siebel Analytics My Account Page

Editing Names and Descriptions of Objects in the Siebel Analytics Web Catalog

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Basics of Working with Requests in Siebel Answers

Overview of Siebel Answers

Example of a Siebel Answers Start Page

Using Siebel Answers to Create, Modify, and Save Requests

Embedding a Siebel Analytics Request in a Siebel Intelligence Dashboard

Accessing and Working with a Siebel Analytics Request in Microsoft Excel

Integrating a Siebel Analytics Request with Microsoft Excel's Internet Query Feature

Combining Siebel Analytics Request Criteria Using Set Operations

Examining or Editing the Logical SQL Generated for a Siebel Analytics Request

Executing a Direct Database Request in Siebel Answers

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Filtering Requests in Siebel Answers

Using Column Filters in a Siebel Analytics Request

Using Prompts to Simplify Filtering in a Siebel Analytics Request

Creating a Dashboard Prompt for Filtering Siebel Analytics Requests

Using a Saved Siebel Analytics Request as a Filter

Editing the SQL for a Column Filter in a Siebel Analytics Request

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Formatting Results in Siebel Answers

Using Column Formatting Functions in Siebel Answers

Editing the Appearance of Column Contents in Siebel Answers

Editing the Layout of Column Contents in Siebel Answers

Formatting Column Content In Siebel Answers

Applying Conditional Formatting to Column Content in Siebel Answers

Saving Your Siebel Answers Column Property Settings as the System-Wide Defaults

Using Custom Date/Time Format Strings in Siebel Answers

Applying Cosmetic Formatting to Results and Dashboards

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Working with Siebel Analytics Views in Siebel Answers

About Siebel Analytics Views

Performing Common Tasks When Working with Siebel Analytics Views

Assembling Views for Display on a Dashboard Using Siebel Analytics Compound Layout View

Adding Titles to Results Using Siebel Analytics Title View

Adding Tables to Results Using Siebel Analytics Table View

Showing Results in Charts Using Siebel Analytics Chart View

Showing Results in Pivot Tables Using Siebel Analytics Pivot Table View

Showing Results as Gauges Using Siebel Analytics Gauge View

Showing Filters Applied to Results Using Siebel Analytics Filters View

Allowing Users to Change Columns in Requests Using Siebel Analytics Column Selector View

Allowing Users to Select a Specific View Using View Selector View

Adding a Legend to Results Using Siebel Analytics Legend View

Showing Results in a Funnel Chart Using Siebel Analytics Funnel Chart View

Adding Narrative Text to Results Using Siebel Analytics Narrative View

Showing Results in a Scrolling Ticker Using Siebel Analytics Ticker View

Adding Text to Results Using Siebel Analytics Static Text View

Alerting Users to No Data Using Siebel Analytics No Results View

Showing the Logical SQL for a Request Using Siebel Analytics Logical SQL View

Creating Segments in Siebel Marketing Using Siebel Analytics Create Segment View

Creating Lists of Contacts and Accounts Using Siebel Analytics Create Target List View

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Using Siebel Intelligence Dashboards

Overview of Siebel Intelligence Dashboards

Navigating in Siebel Intelligence Dashboards

Creating a New Siebel Intelligence Dashboard

Adding a New Page to a Siebel Intelligence Dashboard

Adding Content to a Siebel Intelligence Dashboard

Working with Siebel Intelligence Dashboard Pages and Layout Using the Dashboard Editor

Adding and Displaying Content in a Siebel Intelligence Dashboard Page Using the Dashboard Editor

Renaming and Deleting Objects on a Siebel Intelligence Dashboard Page Using the Dashboard Editor

Modifying Siebel Intelligence Dashboard Properties Using the Dashboard Editor

Changing the Properties of a Siebel Intelligence Dashboard

Creating and Assigning Personal and Shared Saved Selections for a Siebel Intelligence Dashboard Page

Working with Siebel Business Analytics Advanced Reporting Edition

Working with Siebel Analytics Briefing Books

About Guided Navigation in Siebel Analytics

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Using Siebel Delivers

Overview of Siebel Delivers

Accessing Siebel Delivers

Creating and Managing iBots Using the Siebel Delivers Start Page

Reviewing Siebel Delivers iBot Settings

Specifying Siebel Delivers iBot Priority, Data Visibility, and Impersonation

Selecting a Request to Trigger a Siebel Delivers iBot

Scheduling a Siebel Delivers iBot

Selecting Users to Receive a Siebel Delivers iBot

Specifying the Content for a Siebel Delivers iBot

Selecting Destinations for a Siebel Delivers iBot

Specifying Actions to Execute at Siebel Delivers iBot Completion

Customizing Your Siebel Delivers iBot Subscriptions

Configuring Your Siebel Delivers Devices and Delivery Profiles

Using Siebel Delivers Delivery Profiles

Accessing Siebel Analytics Alerts

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