Address Dimension

Use the Address dimension to set up sales territories by a combination of address elements, such as state, city, and postal code.

The application uses pattern matching for assignment, so you must include all variations of spellings that exist in your data in the territory definition. The cleaner and the more consistent your data, the less work you have to do.

When you define each territory, you can enter multiple rows of address elements:

• All the entries in a row must match for assignment (AND operator)

• If you enter multiple rows, one of the rows must match for assignment (OR operator)

Here's how the entries are matched:

• For all of the address attributes except Postal Code, the application uses exact matches. When you define the coverage for a territory, you must include all the possible spellings that exist in your address data. The match must be exact, but matches aren't case-sensitive, so you don't have to include TX and Tx as separate spellings, for example.

  If you're creating a territory for the state of Texas, you may need to include these different spellings, depending on what's in your data: TX, Tex, Tex., and Texas.

  You enter these spelling variations as four separate lines in the Texas state territory definition. The country is always required.

  Country	State
  United States	TX
  United States	Tex
  United States	Tex.
  United States	Texas

  Here's how you could define a territory for the city of Dallas, Texas:

  • You need both state and city to match.

  • Dallas must be spelled correctly in your data every time.

  Country	State	City
  United States	TX	Dallas
  United States	Tex	Dallas
  United States	Tex.	Dallas
  United States	Texas	Dallas

• To match by postal codes, such as US ZIP codes, you can enter ranges of values or partial values. Here are the rules:

  • You can enter ranges of values and the ranges don't have to be valid postal codes. For example: 94501-94599.

  • Use the percent sign (%) at the end of an entry to indicate partial matches. For example, you can enter 940% to indicate all the postal codes starting with 940.

  • You can't use the percent sign for ranges.

  • You can use US ZIP+4 postal codes in ranges, provided you enclose them in double quotation marks, for example: "94065-0000"-"94070-9999".

  If there's a chance that some of your Dallas addresses don't include the city, then you could add a line to your Dallas territory definition to enable assignment by postal code:

  Country	State	City	Postal Code
  United States	Any	Any	75001 - "75222-9999"

  Here's an explanation:

  • The country is required, but the values for state and city are Any because you're matching only the postal code. There's an implicit AND operation in each row, so if the postal code doesn't match, the account won't get assigned to the territory even if you specified the city.

  • The upper limit of the postal code range is "75222-9999" to include addresses with ZIP+4 postal codes. Entering 75222 as the upper limit wouldn't assign addresses with 75222-0002. The double quotation marks are required because you're entering a code with a hyphen. The entry for the upper limit isn't a real postal code, but that's OK for the pattern matching.

  Here are a few more examples of postal code territories:

  Country	State	Postal Code	Explanation
  United States	Any	940%	Territory for all the postal codes starting with 940%, which include most of the San Francisco peninsula.
  United States	Any	94065 - 94070	Territory for Redwood City and San Carlos, California. The rule doesn't assign accounts with 94070 ZIP+4 codes in the address because these are higher numerically than 94070. For example, this rule won't assign a San Carlos account at an address with the postal code 94070-0121.
  United States	Any	94065 - "94070-9999"	Territory for Redwood City and San Carlos, California. This version correctly assigns accounts with 94070 ZIP+4 code, including 94070-0121.

Postal Code Assignment Example

Here's an example of how accounts are assigned using postal codes. Suppose you set up the following three territories:

Territory Name	Country	State	City	Postal Code
San Francisco	United States	Any	Any	941%
Western Arizona	United States	Any	Any	853%
Phoenix, Arizona	United States	Any	Any	85000-85299

When you run assignment on the following accounts:

Account Name	Address
Blue Semiconductor	100 Main Street, Phoenix, AZ 85254
Fantastic Laptops	500 East Main Street, Avondale, AZ 85338
First Software	2361 21st Avenue, San Francisco, CA
Compucon	500 Spear Street, San Francisco CA 94105-1548

You get these territory assignments:

Account Name	Assigned Territory
Blue Semiconductor	Phoenix, Arizona
Fantastic Laptops	Western Arizona
First Software	Not assigned to any of the territories because the postal code is missing.
Compucon	San Francisco

Available Address Elements

When you enable the Address dimension, you can enable any of the following address elements. You can use the additional attributes to accommodate the address elements that are required for some countries.

• Country

• State

• Province

• County

• City

• Postal Code

• Additional Attribute 1

• Additional Attribute 2

• Additional Attribute 3

• Additional Attribute 4

• Additional Attribute 5