Siebel Analytics Server Administration Guide > Configuring Marketing Module Metadata > Setting Up Marketing Segmentation Metadata >

Setting Up Conforming Dimensions

Conforming dimensions can be used when a star might include a dimension with the target-level ID. A conforming dimension links a fact that contains target-level IDs to a fact that does not contain target-level IDs by navigating along a dimension that shared by both fact tables.

Conforming dimensions can be chained. For example, the Siebel Data Warehouse has an Offer-Product Star schema. To segment individuals who are offered a particular product, you need to set up the following two conforming dimension links:

• A conforming dimension link from the Contact-Account fact to the Targeted Campaign fact in which Contact is the common dimension.
• A conforming dimension link from the Targeted Campaign fact to Offer-Product fact in which Campaign is the common dimension.

The marketing module reads these links and identifies the campaigns that included the products that were offered and then identifies all the contacts that were targeted in those campaigns.

To setup conforming dimensions

1. Open the repository and in the menu bar, click Manage, and then choose Marketing.
2. In the Marketing Metadata dialog box, in the left pane, click Conforming Dimensions Link.
3. In the right hand pane, right-click, and choose New Conforming Dimension Link.
4. In the Conforming Dimension Link dialog box, complete the name field.
5. Click the From Catalog ellipsis button to select the From catalog.
6. Click the To Catalog ellipsis button to select the To catalog.
7. Click the Key ellipsis button to select the presentation column that represents the primary key of the dimension that is common to the From Catalog and the To Catalog.

Conforming Dimensions Example

A bank might track service requests at bank-account level and not the contact level. In this example, there is an intersection fact that identifies the contacts that belong to each account (Contact-Account) and another fact table that tracks the service histories of the service requests on the accounts. The bank needs to perform the following mappings:

• The From catalog is the catalog that is mapped to the Contact-Account fact.
• The To catalog is the catalog mapped to the service request fact.
• The From and To keys will mapped to the presentation column for Account-Id in the respective catalogs.