Performing Common Tasks in Siebel Analytics

Added a procedure that explains how to use the write-back capability to update or write to the back-end database.

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

Added an example of a Siebel Answers filter using a dynamic repository variable.

Adding Tables to Results Using Siebel Analytics Table View

Added a procedure that explains how to add the write-back capability to the table view. This capability allows a user to update or write to the back-end database.

Showing Results in Charts Using Siebel Analytics Chart View

Clarified the tip in the description of the Bubble chart graph type.

Showing Results in Charts Using Siebel Analytics Chart View

Added a section to the graph charts table that explains the step graph type.

Showing Results in Pivot Tables Using Siebel Analytics Pivot Table View

Clarified the description for excluding columns in a pivot table in the Siebel Analytics Pivot Table Positions section.

Working with Siebel Business Analytics Advanced Reporting Edition

Added a section that provides the procedures for working with the Siebel Business Analytics Advanced Reporting Edition.

Working with Siebel Analytics Briefing Books

Added a note that Siebel Business Analytics Advanced Reports cannot be saved in briefing books.

Specifying the Content for a Siebel Delivers iBot

Added procedures that explains how you can personalize a headline or text message by using a repository variable or a session variable.

Default views on the Results tab.

See Table 6.

The default results view is a title view followed by a table view. Your Siebel Analytics Web administrator may have configured a different results view for your organization.

Using the preview button.

See Creating a New Siebel Analytics Request or Changing the Criteria for an Existing Request.

If the preview button is not available in the dashboard editor or Siebel Answers, your Siebel Analytics Web administrator has suppressed its display.

Creating a Column Filter in Siebel Answers.

Clarified the meanings of the following operators:

• is null
• is in top
• is in bottom

Creating a Dashboard Prompt for Filtering Siebel Analytics Requests.

Clarified the note in Step 2 of the procedure regarding the use of the column in a column filter prompt.

Displaying Running Sums in Siebel Analytics Pivot Tables.

New topic.

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

Clarified the meanings of thresholds.

HTML formatting in narrative and static text views.

See Adding Narrative Text to Results Using Siebel Analytics Narrative View and Adding Text to Results Using Siebel Analytics Static Text View.

The HTML formatting buttons can be used to make text bold, italic, or underlined, and insert line breaks.

Specifying Siebel Delivers iBot Priority, Data Visibility, and Impersonation.

Clarified the meanings of the data visibility options.

Selecting Users to Receive a Siebel Delivers iBot.

Clarified the interaction between the Recipients tab and the Delivery Content tab when recipients are determined from the results of a conditional request and the option to show only relevant rows to each user is set.

Emailing a Siebel Analytics Dashboard Page or Request.

Updated the procedure in this section to add support for Mozilla and Firefox browsers.

New Siebel Analytics Microsoft Excel add-in.

Accessing and Working with a Siebel Analytics Request in Microsoft Excel.

Added a section that provides the procedures to install and use the optional Siebel Analytics Microsoft Excel add-in, which allows users to open saved requests and work with results from within Microsoft Excel.

Combining Siebel Analytics Request Criteria Using Set Operations.

Moved this section from the chapter about filtering requests in Siebel Answers to the chapter about the basics of working with requests, and added more information about the individual Set operators.

Executing a Direct Database Request in Siebel Answers.

Added a section that explains how users with the appropriate permissions can create and execute a direct database request against a physical back-end database.

Using Column Filters in a Siebel Analytics Request.

Added a section that explains how to prevent a filter from being replaced during navigation and prompting.

Using variables and SQL expressions in dashboard prompts.

Creating a Dashboard Prompt for Filtering Siebel Analytics Requests.

Updated this section to add support for using variables and SQL expressions to populate a dashboard prompt dynamically, allowing programmatic customizing for each user.

New cosmetic formatting options.

Applying Cosmetic Formatting to Results and Dashboards.

Added a section about applying cosmetic formatting in Siebel Answers and in the Dashboard Editor. You can also copy and paste cosmetic formatting between similar items, and use a saved request as a style template for the cosmetic appearance of other requests.

New header and footer options for PDF output.

Performing Common Tasks in Siebel Analytics.

Updated the procedure for specifying PDF and print control settings in Siebel Intelligence Dashboards and Siebel Answers.

New formatting options for tables.

Adding Tables to Results Using Siebel Analytics Table View.

Added a procedure for specifying additional formatting options for tables, such as paging controls, the number of rows per page, displaying column and table headings, applying green bar styling, and enabling column sorting in dashboards.

New formatting options for charts.

Showing Results in Charts Using Siebel Analytics Chart View.

Added procedures for editing scale markers, formatting the visual appearance of chart series, and making selections for data labels in pie charts.

New formatting options for pivot tables.

Showing Results in Pivot Tables Using Siebel Analytics Pivot Table View.

Added procedures for applying green bar styling, cosmetic formatting, and section formatting with page breaks.

New totaling options in pivot tables

Showing Results in Pivot Tables Using Siebel Analytics Pivot Table View.

Updated Step 7 in the procedure for the general steps to add or modify a pivot table view to add the new options.

New Gauge view.

Showing Results as Gauges Using Siebel Analytics Gauge View.

Added a section about using the gauge view to show results as gauges, such as dial, bar, and bulb-style gauges.

New View Selector view.

Allowing Users to Select a Specific View Using View Selector View.

Added a section about using the View Selector view to select a specific view of the results from among the saved views. When placed on a dashboard, the view selector appears as a drop-down list from which users can make a selection.

New Legend view.

Adding a Legend to Results Using Siebel Analytics Legend View.

Added a section about using the Legend view to document the meaning of special formatting used in results, such as the meaning of custom colors applied to gauges.

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

Clarified that the Create Target List view is for users of the Siebel Life Sciences operational application integrated with Siebel Life Sciences Analytics applications.

Adding an Alerts Section to a Siebel Intelligence Dashboard Page.

Added procedure for placing an Alerts section on a page other than the first page of My Dashboard.

Keyboard shortcuts.

Navigating in Siebel Intelligence Dashboards.

Updated the keyboard shortcuts you can use to navigate in Siebel Intelligence Dashboards.

New Saved Selections functionality.

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

Added a section on the use of Saved Selections to customize Siebel Intelligence Dashboards for group or personal use.

Configuring an iBot in Siebel Delivers.

Specifying Siebel Delivers iBot Priority, Data Visibility, and Impersonation.

Clarified that the Run As option is available only to users defined as Siebel Analytics Web administrators.