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Displaying Analytics Columns in Marketing Plans Using Siebel Tools

If you need to set up this feature manually, perform the following steps:

• Example of Creating an External Table Object in Siebel Tools
• Set Up Columns for the Table Object in Siebel Tools
• Assign the Column Names for the Table Object
• Create a Data Source for the Table Object

Example of Creating an External Table Object in Siebel Tools

Use this example as a guide when you want to set up the Actual Order Revenue for Marketing Plan to be displayed in the Marketing Plans business component.

NOTE:  This example can be used to display Analytics column values in other marketing business components such as campaigns by using the applicable business component name and appropriate table names.

• In Oracle's Siebel Tools, from the menu bar, choose Table and then click New.
• Select an appropriate name.

  The letters EX at the beginning of the name, identifies it as an external object.

• Select the project.

  The User Name field ideally is Name of Table. This adds the EXT suffix. (Recommended convention)

• Alias is the Name of the Presentation Catalog. (Enclose in quotes.)
• Set Type to External.
• Set Status to Active.

Set Up Columns for the Table Object in Siebel Tools

• Click Columns.
• (Optional, recommended convention) Copy the Name value into the User Name column.
• For each new column, enter the Alias as the Column Path, enclosed in quotes as shown in the following example:

  "<Fact Table Name>"."<Column Name/Alias>"

• Set the Type field to External.
• Set the Nullable flag, if required.
• For each column, add the Physical Type and Length.
• If applicable, add the Precision and Scale for numeric columns.
• Set Cascade Clear to Ignore.
• Set Transaction Log Code to True.
• Set Status to Active.
• Set System Field Mapping to Id only if the corresponding column is a Row Id (used by Object Manager to make queries).

Assign the Column Names for the Table Object

• Change the Name column to EX_MPL_REVENUE. (The name of the table.)
• Copy the Name value into the User Name column. (It adds Ext to the user name.)
• Enclose the Alias ("Marketing Plans") in double quotation marks.
• Change the Name of 1 column to MARKETING_PLAN_ID and perform the following steps:
  • Copy the Name into User Name.
  • Set the System Field Mapping attribute to Id.
• Change Name of 2 Column to TOTAL_ORDER_REVENUE, and then copy the Name into the User Name column.

Create a Data Source for the Table Object

• In the Object Explorer, go to Data Source.
• Create a New record and in the Name field, enter Analytics Web.
• The Name is the name of the DSN that you use to connect to Siebel Analytics Server.
• Update the Join for the Marketing Plans business component.
• In the Object Explorer, select Business Components.
• Query for business component Marketing Plans.
• Expand the explorer to display the Joins folder.
• Go to Join EX_MKT_REVENUE. Replace it with EX_MPL_REVENUE. Change the Table alias to EX_MPL_REVENUE.
• The Join specification > Destination column should be MARKETING_PLAN_ID.
• Go to Field > Actual Revenue. Change Join to EX_MPL_REVENUE. Change Column to TOTAL_ORDER_REVENUE.