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Adding Analyses to Briefing Books

You can add multiple analyses to a briefing book. When adding an analysis to a briefing book the existing content of that book is not overwritten or replaced, the new analysis is added as a separate object within the briefing book. For example, you can open the same analysis every month and save its snapshot to a briefing book. This enables you to track how the results of the same analysis varies over time.

To add a saved analysis to an existing briefing book

  1. In the Analytics tabs, click Catalog.
  2. Navigate to an analysis.
  3. Under the name of the analysis right-click (or pull down the More menu, depending on the view type) and choose Add to Briefing Book.
  4. In the Content Type section, select one of the following:
    • Updatable. When you open the briefing book in the future, the contents of the analysis updates with the latest information.
    • Snapshot. When you open the briefing book in the future, the contents of the analysis are exactly as you see them now. This enables you to save this analysis as-is so you can compare it with same analysis run at a different time. For example, you could add a snapshot of the same analysis every month for a year and then you have the ability to evaluate the changes month to month.
  5. In the Follow Briefing Book Navigation Links section, select one of the following. A navigation link is a link from the contents section of the briefing book to a specific section within the briefing book. This is the equivalent of making hyperlinks in a table of contents to chapters in a book. You define the navigation links in a later step.
    • No. Do not include navigation links in the briefing book.
    • Yes. Include navigation links in the briefing book. If you select Yes, then you also must specify the number of links to follow (maximum of five).
  6. Click Browse to display the Save As dialog box.
  7. Navigate to an existing briefing book and select it, click OK to close the Save As dialog box.
  8. In the Save Briefing Book Content dialog box, click OK.

    Oracle CRM On Demand displays a message that the analysis is now added to the briefing book.

For more information on briefing books, see:


Published 7/3/2018 Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices.