Spreadsheet Column Types

Revenue and forecasting spreadsheets contain a set of static, or nonrepeating columns (displayed first in the spreadsheet), followed by a set of dynamic, or repeating columns. In the default Siebel application configuration, the Opportunity Revenues spreadsheet view consists of static columns including the Product Name and the Revenue Class (displayed first in the spreadsheet), followed by a repeating Revenue field. The Revenue field is a dynamic column that repeats once for each date in the Opportunity Revenues list.

You can configure both the static columns and the dynamic columns in the spreadsheet using Siebel Tools. You can add, hide, or change the order of columns in the spreadsheet. While the default configuration has just one repeating column, it is possible to have several repeating columns such as quantity, price, and revenue, or to have just margin and revenue, for example.

The Add Column button in the spreadsheet view allows users to dynamically add a new date column. The new column must be a valid date, such as 1/1/01. After the creation of the new date column, a new revenue record in the List view is automatically created with the appropriate default values consistent with the parent record, for instance Opportunity Name or Account Name.