Guided Navigation

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    Module 11: ConfiguringGuided Navigation Links

    Analytics: Application Developer (Siebel 7.7)

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    Module Objectives

    After completing this module you will be able to:

    Provide context and intelligent links to logical next linkswithin Intelligence Dashboards

    Identify different types of guided analytics

    Construct guided analytics functionality for an analytics

    request

    Why you need to know:

    Guided Navigation enables analytics users to gain insightfaster

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    Guided Navigation

    Can aid users' insight into business issues and appropriate

    actions to take by guiding their exploration of results obtainedfrom Siebel Answers

    Allows users to see and analyze related issues by navigating toa related set of results, another Dashboard, or a URL

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    Types of Guided Navigation

    Guided navigation using conditional links

    Guided navigation using conditional sections

    Guided navigation using static links

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    Guided Navigation Using Static Links

    Always include a link to another request, a Dashboard, or URL

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    Click Properties tocreate the static link

    DragGuided Nav

    object

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    Guided Navigation Using Static Links Continued

    Use the Caption text box to add explanations for the link

    Target link can be a request, Dashboard, or URL

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    Select No forstatic

    This sectiondefines the link

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    Guided Navigation Using Static Links Continued

    Static links always appear on the Dashboard

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    Static GuidedNavigation link

    2 3

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    Guided Navigation Using Conditional Links

    Only appears if the source request meets certain criteria

    Target link can be a request, Dashboard, or URL

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    Select Yes forconditional

    This sectiondefines the link

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    Guided Navigation Using Conditional Links Continued

    Conditional link is highlighted when it appears

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    Conditions in the referencedrequest were met

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    Guided Navigation Using Conditional Sections

    Entire Dashboard sections can be displayed for a particularrequest based upon the results returned by Siebel Answers

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    1. Click Propertiesfor the section

    2. SelectGuided

    Navigation

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    Guided Navigation Using Conditional Sections Continued

    Set the Reference Source Request property to Yes to have thesection appear based on the results of a request

    Set the condition

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    Summary

    This module showed you how to:

    Provide context and intelligent links to logical next linkswithin Intelligence Dashboards

    Identify different types of guided analytics

    Construct guided analytics functionality for an analytics

    request

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    Lab

    In the lab you will:

    Add Guided Navigation to a Dashboard