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Adding Data Elements to a Snapshot File

You can add data elements such as measures to perform calculations that are not included in the segment or to extract information that may be needed later.

NOTE:  You must define levels for all attributes and buckets that you use in your snapshot prior to generating it, even if all of the attribute levels are not used in the specific snapshot. If you do not define all these levels, you might experience various errors.

The time it takes to generate a snapshot depends on the number of specified data elements being extracted from the database. Therefore, you should carefully consider which elements you add to the snapshot list. Add elements only when the probability is high that inclusion of the extra information will boost counts and when adding elements avoids your having to generate the snapshot.

To add data elements to a snapshot

  1. From the application-level menu, choose View > Site Map > Programs > My Program Plans.
  2. In the Program Plans list, select the program and click the Stages view tab.
  3. In the Stages list, drill down on the Stage Plan Name hyperlink.
  4. Click the Snapshot Contents view tab and review the Snapshot Contents list.
  5. Add records to a snapshot.
    1. Create a new record.
    2. In the new record, click the appropriate select buttons for Measure, Bucket, Hierarchy Level, or Field.
    3. In the Pick dialog box, select the element from the list and click OK.

      4. A check mark appears in the User Added field.


 Siebel Marketing Guide 
 Published: 23 June 2003