Scribd
Upload
39 views20 pages

Module 6: Views and Charts in Requests

This document provides instruction on visualizing data from analytics requests in Siebel 7.7. It describes how to add multiple views of request data, including tables, charts, and pivot tables. Pivot tables allow rotating row, column, and section headings to view data from different perspectives. The document outlines the process for creating a pivot table by selecting the pivot table view, rearranging elements, and optionally adding a chart. It emphasizes that additional views are useful for visualizing data in different formats but only one may be needed.

Uploaded by

Deepanshu
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
39 views20 pages

Module 6: Views and Charts in Requests

This document provides instruction on visualizing data from analytics requests in Siebel 7.7. It describes how to add multiple views of request data, including tables, charts, and pivot tables. Pivot tables allow rotating row, column, and section headings to view data from different perspectives. The document outlines the process for creating a pivot table by selecting the pivot table view, rearranging elements, and optionally adding a chart. It emphasizes that additional views are useful for visualizing data in different formats but only one may be needed.

Uploaded by

Deepanshu
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
You are on page 1/ 20

Analytics: Application Developer (Siebel 7.

7)

Module 6: Views and Charts


in Requests
Module Objectives

After completing this module you will be able to:


 Add additional views of the data returned by the request
 Create and edit charts

Why you need to know:


 It is useful to be able to visualize data in many different
ways

Module 6: Views and Charts in Requests 2 of 20


Siebel Analytics Views
 Default view is the Compound view, which includes the Title and
Table views
 Multiple views of each request are possible
 Display request results in multiple formats:
 Compound
 Title
 Table
 Chart
 Pivot
 Filters
 Other

Module 6: Views and Charts in Requests 3 of 20


Working with Views
 Select a view to work with using the view drop-down list
 Add a view to the request using the Add View buttons
 Edit, move, or delete views as necessary

View drop-down

Add View
buttons

Delete View

Edit View

Move View

Module 6: Views and Charts in Requests 4 of 20


Creating Totals
 Can be calculated in a request with hierarchical results
 Examples:
 Show sales volume by region, state, and city
 Request subtotals by region and state
 Are created in the Results tab, Table view

Select Table
from the View
drop-down to
change view to
add totals

Module 6: Views and Charts in Requests 5 of 20


Creating Totals Continued
 To get subtotals at a midlevel, click the Break Total button on
the column
 To get a grand total for the request, click the Grand Total button

Grand Total button

Break Total
button

Module 6: Views and Charts in Requests 6 of 20


Chart UI
Chart
 The Chart View has its own UI options

Chart Columns

Scale chart size


Preview results

Module 6: Views and Charts in Requests 7 of 20


Chart Options
 Types of graphs:
 Area
 Horizontal Bar
 Bubble
 Vertical Bar
 Line
 Line Bar Combo
 Pareto
 Pie
 Radar
 Scatter

Module 6: Views and Charts in Requests 8 of 20


Chart Options Continued
 Edit the defaults for the chart by selecting the appropriate button

General chart Axis scaling Chart legend


properties

Interaction

Axis titles and Chart border


legends Gridlines and colors

Module 6: Views and Charts in Requests 9 of 20


Chart Columns
 Choose which columns in the request will be graphed
 Not all columns have to be graphed

Columns on the Columns on


vertical axis horizontal axis

Module 6: Views and Charts in Requests 10 of 20


Chart Scale
 Change the size of the graph using the scale bars on the
vertical and horizontal axis
 Visibility of items may change depending on the scale setting

Slide to change,
then click
Redraw

Module 6: Views and Charts in Requests 11 of 20


Pivot Tables
 Allow the row, column, and section headings to be rotated in
order to obtain different perspectives of the same data
 Are interactive
 Drillable
 Navigable
 Are a type of view
 Default setting is to return a table
 Can add a graph of the results

Module 6: Views and Charts in Requests 12 of 20


0/5

Process for Creating a Pivot Table

1. Create a request in the Criteria tab

2. Click Results tab and select Pivot Table view

3. Rearrange elements as necessary

4. Add a graph if desired

5. Go back to Compound view and remove other views

Module 6: Views and Charts in Requests 13 of 20


1/5

1. Create a Request in the Criteria Tab


 Create a request using columns from a subject area just like any
other request

Module 6: Views and Charts in Requests 14 of 20


2/5

2. Click Results Tab and Select Pivot Table View


 The Pivot Table view is accessed from the View drop-down

Select the Pivot


Table view

Module 6: Views and Charts in Requests 15 of 20


3/5

3. Rearrange Elements as Necessary


 The columns included in the request appear as elements in the
pivot table template.

Drag and drop


elements

To avoid delays,
deselect until
done
rearranging

Module 6: Views and Charts in Requests 16 of 20


3/5

4. Add a Graph if Desired


 Chart controls are the same as in the Chart View

Select to add a
chart Chart controls

Module 6: Views and Charts in Requests 17 of 20


5/5

5. Go Back to Compound View and Remove Other Views

 Usually, there is no need for both the Table and Pivot Table
views

Delete Table
view

Module 6: Views and Charts in Requests 18 of 20


Summary

This module showed you how to:


 Add additional views of the data returned by the request
 Create and edit charts

Module 6: Views and Charts in Requests 19 of 20


Lab
 In the lab you will:
 Modify views
 Create a Pivot Table

Module 6: Views and Charts in Requests 20 of 20

You might also like