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Siebel Marketing Guide > Creating Measures > Aggregation and Restrictions for Custom Measures >

About Aggregation Levels

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There are three aggregation levels in Siebel Marketing.

Record. Measures aggregated at the record level are calculated for each record. Typically, this level is used when you want to perform a simple transformation on a bound measure, for example, converting annual income into monthly income. To use record-level aggregation, do not select an aggregation level when creating a custom measure.
Targeting Level. Measures aggregated at a level within a customer hierarchy are calculated when records for a distinct value of the primary targeting level are collected.

For example, if the customer hierarchy has SSN as the primary targeting level, and Account_ID as the secondary targeting level, account information for one Social Security number (SSN) is collected before the measure is calculated. Each time Siebel Marketing gets a new SSN, it repeats the customer hierarchy aggregations.

Customer Hierarchy. The customer hierarchy is where measures aggregated at a lower level get added up. For example, you might have a Customer-Account Hierarchy, with Customer as the primary level, Account as the secondary level, and other levels under Account. If your measure is derived at the Account level, the lower levels are rolled up for aggregation.

For example, if you are using a function such as MIN, you would not apply the function to records aggregated at the record level, because the MIN of one record is no different than the record itself. You get value out of applying the MIN function to records aggregated at a level within the customer hierarchy, or the customer hierarchy itself.

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