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    Module 6: Views and Charts in Requests

    Uploaded by

    Deepanshu
    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.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd

    Module 6: Views and Charts in Requests

    Uploaded by

    Deepanshu
    21 views20 pages
    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.

    Original Title

    06AD Charts

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    © Attribution Non-Commercial (BY-NC)

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    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.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    21 views20 pages

    Module 6: Views and Charts in Requests

    Uploaded by

    Deepanshu
    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.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    of 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

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