Creating Marketing Regions

Marketing regions provide a way to organize the marketing plans and tactics in your organization. Additionally, using regions can generate more detailed Marketing reports and rollups in Oracle Business Intelligence Publisher.

You can define marketing regions according to any set of parent child relationships that you require. Although there is no limit to the number of layers you can create in your hierarchy, marketing Business Intelligence only supports a hierarchy that is a maximum of 10 layers deep. You can implement a marketing region hierarchy by making one region the child of another region. The following example shows a simple regional hierarchy:

• Worldwide

  • North America

  • EMEA

  • Latin America

  • Asia Pacific

To create marketing regions

1. Navigate to the Administration - Location screen, then the Regions view.

2. In the Regions list, create a new record.

3. Enter the Region name and description.

4. Be sure to set the Type as Marketing Region.

5. If this region is a child of another region, select the Parent Region in the Parent Region field.

6. Save the record.

7. Repeat step 2 through step 6 for each region in the hierarchy.