Analytics: Application Developer (Siebel 7.

7)

Module 7: Creating
Intelligence Dashboards
Module Objectives

After completing this module you will be able to:

 Construct an Intelligence Dashboard
 Use Intelligence Dashboard UI objects to create an
Intelligence Dashboard

Why you need to know:

 Dashboards are how the results of analytics requests are
displayed to users

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Intelligence Dashboards
 Provide two types of views of corporate and external information
 Personalized views
 Pre-configured views
 Can be created based on a user's permission
 Personal Dashboard pages can be viewed by going to My Dashboard
 Can be created and shared with groups of users with common
responsibilities or job functions
 Only by users with administrative privileges

Pre-configured
Personalized content –
Dashboards
My Dashboard

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Dashboard Pages
 Appear as tabs across the top of the Dashboard
 Display anything that you can access or open with your Web
browser, such as saved Siebel Answers requests, alerts from
Siebel Delivers, images, charts, tables, text, and links to Web
sites and documents

Dashboard Pages

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Dashboard Editor
 Allows you to add, modify, or delete content
Dashboard Add Page button
Properties
Navigate using
button
the Page drop-
down

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Dashboard Styles
 Styles control how Dashboards and results are formatted for
display
 The Siebel Administrator may have created styles that you can
choose from
 A default style is used if none is selected

Style drop-down

Page controls

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Dashboard Page Controls
 In Dashboard Properties, pages can be:
 Added
 Renamed
 Deleted
 Reordered
 Hidden

Rename

Reorder
Delete

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Dashboard Objects
 Are saved in the Siebel
Analytics Web Catalog
 Add content to a Dashboard
by dragging and dropping an
object from the selection
pane onto the Dashboard
layout screen

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Dashboard Columns
 Are not the same as columns in a Request
 Used to align content on a Dashboard
 Create as many columns on a Dashboard page as you need
 Every new Dashboard page automatically contains one empty
column with one empty section in it

Add Column
button Additional
column

Set column
width using the
column
Properties
button

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Dashboard Sections
 Appear in columns in the Dashboard layout
 Hold the content dragged and dropped from the selection pane
 Organize content within a column

Click and drag objects to

build Dashboard pages

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Dashboard Print Controls
 Pages can be printed using Adobe Acrobat PDF in addition to
using the browser’s Print command
 Print settings are independent for each Dashboard page

Print Control
button

Print options
dialog box

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Dashboard Prompts
 Filter the results of embedded requests to show only results that
match the prompt criteria
 Filter all Requests embedded in a Dashboard or just Requests
on certain Dashboard pages
 Are created in Answers

New Dashboard
Prompt button.

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Dashboard Prompts Continued
 Specify whether the Dashboard prompt applies to the entire
Dashboard or a Dashboard page using the scope drop-down list
 Click-and-drag the column to prompt for (Note that the number
of columns can affect performance)
 Constrain the choices for a column depending on the selection
the user makes from the previous column using the Constrain
check box

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Summary

This module showed you how to:

 Construct an Intelligence Dashboard
 Use Intelligence Dashboard UI objects to create an
Intelligence Dashboard

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Lab
 In the lab you will:
 Create a Dashboard page
 Add content to the page
 Create a prompt and add to Dashboard

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