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Adding a Legend to Results Using Siebel Analytics Legend View

Use the Legend view to document the meaning of special formatting used in a request, such as the meaning of custom colors applied to gauges. Legends appear in HTML and PDF output, and can be localized.

For example, suppose you use conditional formatting in a request to show critical items in the color red and items that need attention in the color yellow. You can add a legend with text that documents the meaning of the colors and captions that summarize the appropriate action. You can use cosmetic formatting to make the background colors of the text match the colors in the conditional request.

To add or modify a Siebel Analytics legend view

  1. In Siebel Answers, create or modify the request with which you want to work, and then perform one of the following actions:
    • To add a new legend view, click the Results tab and choose Other Views > Legend from the views drop-down list.
    • To edit an existing legend view, click the Results tab, choose Compound Layout from the views drop-down list, and then click the Edit View button for the legend view.

      The workspace shows the legend view.

  2. Make your selections for where to show captions and how many legend items you want per row.
  3. (Optional) Type a title for the legend, such as Legend.
  4. In the first Sample Text text box, type the first condition you want to document, such as Critical.

    You can use the common formatting dialog box to set the background color, such as red.

  5. In the first Caption text box, type the meaning of the condition, such as Requires Immediate Attention.
  6. Continue adding Sample Text and Caption pairs as needed.
  7. When you are done, you can save the request with the legend view.
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