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Accessing and Working with a Siebel Analytics Request in Microsoft Excel

If your organization licensed the Siebel Analytics Microsoft Excel add-in, you an open saved requests and work with the results from within Microsoft Excel. The add-in adds a Siebel Analytics toolbar to your Excel application that allows you to navigate to a request saved in the Siebel Analytics Web catalog, open it in Microsoft Excel, and work with, save, and refresh the results.

Using the Siebel Analytics Toolbar in Microsoft Excel

This section explains how to use the Siebel Analytics toolbar in Microsoft Excel. Figure 4 shows an example of the Siebel Analytics toolbar, in US English.

Figure 4. Example of the Siebel Analytics Toolbar in Microsoft Excel

When you first access a saved request in Microsoft Excel, you are prompted for your Siebel Analytics Web user ID and password. You can instruct Microsoft Excel to include your Siebel Analytics user ID and password with your saved Excel workbook so you do not have to supply your login credentials each time you access the workbook. If the workbook is shared by other users, you would not typically instruct Excel to save your login credentials.

When you open a saved request in Microsoft Excel, you can choose from two data formats:

• Unformatted Data

  This format is the data view of the criteria for the request. The data view shows the underlying request data only, exclusive of any report formatting that was applied or any views that were assembled using the compound layout view in Siebel Answers. You can use Excel functions to add additional rows and columns, such as dividing one value by another value.

• Formatted Results

  This format shows the Microsoft Excel version of the compound layout view assembled for the request in Siebel Answers. This format includes items that are compatible with Microsoft Excel such as column formatting, grand totals, and views included in the compound layout view.

  NOTE:  Any Siebel Analytics Chart views for the request cannot be included in the Formatted Results view in Microsoft Excel.

You can save Microsoft Excel workbooks that contain Siebel Analytics content using Excel's save functions.

The following procedures provide the steps to perform various functions using the Siebel Analytics toolbar.

To open a saved request from within Microsoft Excel

1. Click the Select Analysis button on the Siebel Analytics toolbar.
2. Type your user ID and password and click the log in button to submit your login credentials.

   A window appears from which you can select a saved request from the Siebel Analytics Web Catalog. The window shows you your personal content and shared content to which you have access.

3. Navigate to the saved request, click it to select it, and click OK.

   The additional options dialog box appears.

4. Make your selection for the data format.
5. To allow Microsoft Excel to include your login credentials with the saved Excel workbook, select the option to remember your user ID and password.
6. Click Continue.

   The request appears within Microsoft Excel.

To refresh Siebel Analytics data included in a Microsoft Excel workbook

• Perform one of the following actions:
  • Click the Refresh All button on the Siebel Analytics toolbar.
  • Right-click in the data area and select the Refresh Data option.