Using Siebel Analytics Briefing Books by liwenting

VIEWS: 6 PAGES: 13

									Analytics: Advanced Application Developer




                   Module 8: Using Siebel
                  Analytics Briefing Books
Module Objectives

           After completing this module you will be able to:
                  Create a briefing book
                  Add content to a briefing book
                  Edit a briefing book
                  Download a briefing book
                  View a briefing book
                  Specify a briefing book as delivery content in Siebel
                   Delivers

           Why you need to know:
                An understanding of these topics will improve your ability
                 to create and modify Siebel Analytics Briefing Books,
                 which store snapshots of Siebel Analytics data for offline
                 viewing



Module 8: Using Siebel Analytics Briefing Books                               2 of 13
Briefing Books
  Store static or updateable snapshots of dashboard pages or
   individual requests
  Can be downloaded and shared for offline viewing
  Can be updated, scheduled, and delivered using Siebel Delivers




Module 8: Using Siebel Analytics Briefing Books              3 of 13
0/7

 Working with Briefing Books


        Creating a Briefing Book

        Adding Content to a Briefing Book

        Editing a Briefing Book

        Downloading a Briefing Book

        Viewing a Briefing Book

        Adding a List of Briefing Books to a Dashboard

        Using Briefing Books with Siebel Delivers


 Module 8: Using Siebel Analytics Briefing Books         4 of 13
1/7

 Creating a Briefing Book
     Navigate to a dashboard and perform one of the following
      actions:
         Click Add to Briefing Book button near bottom of dashboard

         Click Add to Briefing Book link within an embedded request




              Click New
             Briefing Book                       Provide name,
                                              description, and save   Briefing book saved in
                                                                           Web catalog



 Module 8: Using Siebel Analytics Briefing Books                                         5 of 13
2/7

 Adding Content to a Briefing Book
   To add contents of a dashboard, click the Add to Briefing Book
    button
   To add contents of an individual request, locate the request in
    the dashboard and click the Add to Briefing Book link
                                                                            Click Add after
                                                                           specifying options

      Select desired briefing book



            Select content type                    Content is refreshed when downloaded or
                                                    specified as content in Siebel Delivers
               Specify if links                    Adds content in its current state
             should be followed

                                                   Links are configured in dashboard editor


            Provide description



 Module 8: Using Siebel Analytics Briefing Books                                                6 of 13
3/7

 Editing a Briefing Book
     To edit a briefing book, click it in the Briefing Books section of
      the Catalog tab
                                          Right pane displays briefing book content




                                                                             Delete          Reorder




                                                                                      Edit properties
        Select briefing book




 Module 8: Using Siebel Analytics Briefing Books                                                  7 of 13
4/7

 Downloading a Briefing Book
     To download a briefing book, select it in the Briefing Books
      section of the Catalog tab

                                          Right pane displays briefing book content




        Select briefing book
                                           Click Get Now and specify location


                                           Briefing books save with .sbb extension




 Module 8: Using Siebel Analytics Briefing Books                                      8 of 13
5/7

 Viewing a Briefing Book
       Use Siebel Analytics Briefing Book Reader application to view
        downloaded briefing books

       Double-click          Use arrows or menu to navigate content
        .sbb file to
      launch reader




 Module 8: Using Siebel Analytics Briefing Books                      9 of 13
6/7

 Adding a List of Briefing Books to a Dashboard
     Use a folder object to display a list of briefing books in a
      dashboard
            Add folder object in
             Dashboard Editor                           Click Properties




                          Browse to _Briefbook folder




           List of briefing books
           displays in dashboard




 Module 8: Using Siebel Analytics Briefing Books                           10 of 13
7/7

 Using Briefing Books with Siebel Delivers
     Specify a briefing book as the delivery content for an iBot
         Navigate to Delivery Content tab




                                                                    Select briefing book
                                             Click Select Content




                                                                      When iBot is run,
                                                                         updateable
                                                                      content in briefing
                                                                      book is refreshed



 Module 8: Using Siebel Analytics Briefing Books                                   11 of 13
Summary

           This module showed you how to:
                  Create a briefing book
                  Add content to a briefing book
                  Edit a briefing book
                  Download a briefing book
                  View a briefing book
                  Specify a briefing book as delivery content in Siebel
                   Delivers




Module 8: Using Siebel Analytics Briefing Books                            12 of 13
Lab
    In the lab you will:
        Create, edit, download, and view a Siebel Analytics briefing book




Module 8: Using Siebel Analytics Briefing Books                       13 of 13

								
To top