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Determining Analytics Criteria Setup Processes

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Siebel Marketing uses Siebel Analytics to create segments by matching each analytics criterion to a Marketing field or a custom measure. The following is a list of the two setup processes:

Enable a field for retrieval. To make it possible for an analytics criterion to match a field, you must enable the field for retrieval.
Set up a custom measure. To allow an analytics criterion to match a custom measure, you must set up the custom measure.

This section provides guidelines to help you determine the appropriate setup process for each criterion. Perform following tasks:

Identify the data type and SQL operator for each criterion.
Use Table 21 to determine the setup task you should perform.

NOTE:  The combinations of data types and SQL operators shown in Table 21 are the only combinations supported for Visual Segmentation.

Table 21. Supported Data Types and SQL Operators

Criterion Data Type	SQL Operator	Siebel Marketing Setup Task
Character	IN	Enable field for retrieval.
Character	=	Enable field for retrieval.
Character	Contains all	Enable Field for retrieval.
Character	Contains any	Enable Field for retrieval.
Character	Begins with	Enable Field for retrieval.
Character	Ends with	Enable Field for retrieval.
Character/Numeric	Is prompted	Enable field for retrieval or custom measure depending on use.
Numeric	IN	Enable field for retrieval.
Numeric	=	Set up custom measure.
Numeric	<	Set up custom measure.
Numeric	>	Set up custom measure.
Numeric	>=	Set up custom measure.
Numeric	<=	Set up custom measure.
Numeric	<>	Set up custom measure.
Numeric	BETWEEN	Set up custom measure.

Table 22 contains one example for each supported combination of data type and SQL operator.

Table 22. Examples of Supported Data Types and SQL Operators

Criteria in Siebel Analytics	Criteria Data Type	SQL Operator	Siebel Marketing Set Up Task
Gender IN ('Male, Unknown')	Character	IN	Gender must be enabled for data retrieval.
Gender = 'Male'	Character	=	Gender must be enabled for data retrieval.
Number of Children IN (1, 2, 3)	Numeric	IN	Number of Children must be enabled for data retrieval.
Income = 100000	Numeric	=	Set up a custom measure based on a bound measure on Income field.
Income < 100000	Numeric	<	Set up a custom measure based on a bound measure on Income field.
Income > 100000	Numeric	>	Set up a custom measure based on a bound measure on Income field.
Income >= 100000	Numeric	>=	Set up a custom measure based on a bound measure on Income field.
Income <= 100000	Numeric	<=	Set up a custom measure based on a bound measure on Income field.
Income <> 100000	Numeric	<>	Set up a custom measure based on a bound measure on Income field.
Income BETWEEN 100000 AND 200000	Numeric	BETWEEN	Set up a custom measure based on a bound measure on Income field.

Performing the Setup Processes

When you have determined the setup task, you perform one of the following setup processes:

Enabling the Fields for Data Retrieval. Use Enabling Data Retrieval for Field Values to enable fields for data retrieval.

Setting Up Custom Measures. Use Creating Measures to create custom measures. Create the custom measures based on the following steps:

Define a bound measure on the field.
Determine the customer hierarchy and the targeting level for each segment in which the component will be used.
Determine the aggregate function to be used for each targeting level.

NOTE:  Aggregate functions for custom measures depend on data in the field and other business requirements. For details, see Aggregation and Restrictions for Custom Measures.

Create a custom measure based on the bound measure for each of the targeting levels using the appropriate aggregate function.

The Description field for each custom measure must exactly match the Reference Name of the field used to define the underlying bound measure.

Table 23 contains examples of setting up custom measures:

Table 23. Examples of Setting Up Custom Measures

Criteria	Customer Hierarchy	Fields enabled for Data retrieval	Bound Measures	Custom Measures	Custom Measure Description
"Gender" = 'Male' AND "Income" > 10000	Household > Individual	Gender	Income	Income Sum by Household Income Max by Individual	Income
"Gender" IN ('Male', 'Unknown') AND "Number of Vehicles" > 3	Household > Individual	Gender	Number of Vehicles	Number of Vehicle Max by Household Number of Vehicles Max by Individual	Number of Vehicles
"Income" > 10000 AND "Number of Vehicles" IN (1, 2, 3)	Household > Individual	Number of Vehicles	Income	Income Sum By Household Income Max by Individual	Income

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