Siebel CRM – Analytics & Reporting

Module 1: Introduction to Siebel Analytics and OBIEE

• Siebel Analytics history and evolution to Oracle BI (OBIEE)
• OBIEE architecture: BI Server, Presentation Services, and Scheduler
• Repository (RPD): physical, business model, and presentation layers
• Connecting OBIEE to Siebel transactional and data warehouse sources

Module 2: Repository Development – Physical Layer

• Importing database schemas into the physical layer
• Physical table aliases and joins: star schema modelling
• Connection pool configuration and data source setup
• Physical layer best practices for Siebel data models

Module 3: Business Model and Mapping Layer

• Logical tables: facts and dimensions in the business model
• Logical joins and dimension hierarchy definition
• Logical columns and column mappings from physical sources
• Calculated measures: revenue, count, and ratio calculations

Module 4: Presentation Layer and Subject Areas

• Presentation tables, columns, and subject area organisation
• Renaming objects for business-friendly naming conventions
• Presentation layer security: object visibility by role
• Deploying the RPD and restarting BI services

Module 5: Answers – Ad Hoc Analysis

• Creating analyses: selecting columns and applying filters
• Visualisation types: table, pivot table, bar chart, and gauge
• Conditional formatting: highlighting values based on thresholds
• Saving and sharing analyses in shared and personal folders

Module 6: Dashboards and Interactive Reports

• Dashboard page creation: adding analyses, text, and images
• Dashboard prompts: dynamic filters for interactive analysis
• Guided navigation: linking dashboards with contextual drilldowns
• Dashboard permissions and publishing to user groups

Module 7: Siebel-Specific Analytics Content

• Pre-built Siebel Analytics subject areas: Sales, Service, and Marketing
• Pipeline and forecast analytics: standard Siebel BI content
• Customising Siebel Analytics: adding custom metrics and dimensions
• Siebel Analytics actions: navigating from BI to Siebel CRM records

Module 8: Capstone Project and Assessment

• RPD development: physical, business model, and presentation layers
• Dashboard build: sales pipeline analysis with prompts and drilldowns
• Siebel-specific analytics customisation and deployment exercise
• Final assessment and course certification

Experience in the Industry Gain expertise from Oracle BI and Siebel Analytics developers who have built reporting solutions and dashboards for Siebel CRM data, enabling sales, service, and marketing performance visibility at enterprise organisations.

Backgrounds at the Top Our Siebel Analytics trainers have worked at Oracle partner consultancies and enterprise BI teams building OBIEE-based analytics solutions on top of Siebel CRM transactional and data warehouse sources.

Clear & Effective Teaching OBIEE architecture, RPD development across all three layers, Answers ad hoc analysis, dashboard creation, Siebel-specific subject areas, and security are explained with real BI reporting examples.

Hands-On Learning Focus Students build OBIEE repository layers, create analyses and dashboards, configure dashboard prompts, customise Siebel Analytics content, and deploy reports through structured hands-on BI development labs.

Up-to-Date Knowledge Trainers keep content current with the latest Oracle Analytics Server features, Oracle Analytics Cloud as the successor to OBIEE, and migration pathways for Siebel Analytics customers.