Siebel Marketing Guide > Creating Measures > Custom Measures >

Creating Custom Measure Records


The following procedure details how to create custom measures using the custom view tab. A custom measure also may be defined using the All Measures view, with the measure type set to custom, or in the Aggregation, and Restriction views.

When defining the measure from the All Measures view, drill down on the measure name to open the Custom view and complete the rest of the mandatory details in the form before building the custom measure criteria.

When creating a custom measure, you may choose to specify a customer hierarchy, or a customer hierarchy and a targeting level within that hierarchy.

If you specify a customer hierarchy, measures built on that selected customer hierarchy are available for use in the expression. Measures not affiliated with any customer hierarchy are also available for selection.

If neither a customer hierarchy nor targeting level has been specified, only measures that do not have any affiliation with any customer hierarchy are available for selection.

To create a custom measure

  1. From the application-level menu, choose View > Site Map > Marketing Administration > Measures.
  2. Click the Custom view tab.
  3. In the Custom measures form, create a new record.
  4. Complete the necessary fields.
    1. Type a name for the measure.
    2. The name field has a maximum length of 50 characters.

    3. Type a description.
    4. Include descriptive information on planned aggregations, restrictions, or both.

    5. If you want to aggregate the measure, click the Customer Hierarchy select button.
    6. In the Pick Customer Hierarchy dialog box, select a predefined customer hierarchy and click OK.
      • You cannot add a customer hierarchy after the measure is saved.
      • If you are copying a custom measure with an established customer hierarchy, you cannot change the customer hierarchy in the copy. You can change the targeting level (if there is more than one), and the expression.
    7. If you are aggregating the measure and have selected a customer hierarchy, click the Targeting Level select button.
    8. In the Pick Targeting Level dialog box, choose a level from within the selected customer hierarchy and click OK.
    9. If you specified a customer hierarchy and targeting level, click the Aggregation Function select button.
    10. In the Pick Aggregation Function dialog box, choose a function and click OK.
    11. Options are Avg, Count, Distinct, Min, Max and Sum.


 Siebel Marketing Guide 
 Published: 23 June 2003