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Marketing DBI Troubleshooting Checklist [ID 741855.1]

Modified 10-SEP-2010 Type TROUBLESHOOTING Status

In this Document
Purpose
Last Review Date
Instructions for the Reader
Troubleshooting Details
D) Set Up Global Parameters
E) Concurrent Requests
F) BIM Table and MV Data check

Applies to:
Oracle Marketing Intelligence - Version: 11.5.10.0 to 12 - Release: 11.5 to 12.0
Information in this document applies to any platform.

Purpose
Daily Business Intelligence for Marketing enables personnel at all levels of your organization to monitor the status of mark
continuous improvements.
DBIthis
Rate for document
Marketing provides you with two intelligence dashboards for measuring and improving marketing performance:

• Marketing Management Dashboard: This dashboard provides you with daily insight into key marketing performance area
cash, marketing budgets and marketing ROI. The dashboard provides information on campaign to cash, campaign ROI, a

• Lead Management Dashboard: This dashboard provides marketing and sales managers in the organization with daily vis
assigned to sales groups.

When a DBI issue is incurred always ensure that the latest DBI patch has been applied. DBI Family Pack G (7.3) is the lat
information on this. For Release 12 (8.0) refer to Metalink Note 332151.1

DBI is dependent on the transactional data from the Marketing application and relies heavily on calendars, currencies,
the loading/summarizing of tables and materialized views in order to generate and refresh data in the dashboards and rep
problem area is very beneficial before engaging with Oracle Support as this will help to reduce resolution times. To help w
down the main areas to check in order to help identify the area where the problem may lie.

A) Marketing Application
B) Data Collection
C) Profiles
D) Set Up Global Parameters
E) Concurrent Requests
F) BIM Table and MV Data check
G) Troubleshooting

Last Review Date

October 8, 2008

Instructions for the Reader

A Troubleshooting Guide is provided to assist in debugging a specific issue. When possible, diagnostic tools are

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Troubleshooting Details

When you log into Marketing DBI, either, `Marketing Manager` or `Daily Marketing Intelligenceâ responsibility is
Administratorâ responsibility is required.

The two types of users who can access Daily Business Intelligence for Marketing are the â adminâ user and the
is part of the admin group (defined in AMS: Admin Group profile option) and has access to all objects. The non
assigned to them as team members (resource or group) for the objects. The non-admin user can view all objects under
level of object.

In Oracle Marketing security is based on owner and team access to objects (Programs, Campaigns, and Events)

Creating a Marketing Role

To create a marketing role:

1. Log into Oracle forms using CRM Administrator responsibility.

2. Navigate to Resource > Setup > Roles.

3. Provide values for the following fields:

â ¢ Code (For example: MARKETING_MANAGER)

â ¢ Name (For example: Marketing Manager)

4. From the Type drop-down list, select â Marketingâ .

5. Enable the Manager check box.

6. Save your work.

Security - Lead Management Dashboard

Security is based on â Managerâ and â Administratorâ access to Sales Groups defined in Ora
Management dashboard if they are members of a Sales Group. Users can be assigned roles in Sales Group
Sales Group and subordinate Sales Groups in pages and reports.

Example: Letâ s assume there are two resources - Joe and John, and both have access to Daily Marketing Intelligence
â MySalesGroupâ with a Marketing Role and John is not associated to any sales group. When Joe accesses the Le
â MySalesGroupâ is presented and the sales group LOV is available by default to â MySalesGroupâ
sales group LOV will be blank and data will not be shown in any of the reports. To allow John to view data in the
sales group.

Item Dimension

All items in Daily Business Intelligence for Marketing come from the item master in Oracle Inventory, from the Product C
item or product category hierarchy). Product categories classify products that are sold. Ensure that all product items that
Product Category set, or they appear in an Unassigned category in the reports.

B) Data Collection
For data to appear on the Marketing Intelligence reports there needs to be campaigns with schedules. The data
request sets from the Daily Business Intelligence Administrator responsibility: Initial Marketing Load Request S
the campaign data from the Marketing application to feed the DBI Marketing (BIM) tables and Materialized Views (MV).

Before loading any of the DBI fact tables through Marketing DBI request sets, you need to run the
‘Truncate Marketing DBI Base Summary Tables’ program, with the Business Intelligence Administrator responsibility. The
selecting "ALL” from the LOV or specific fact tables by choosing the specific table. Choose “Y” in the confirm parameter fo

There are two types of request sets:

• Initial Load

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• Incremental Load
The recommended refresh frequencies are:
• Initial Load: Once only or after setup change. Run the ‘Truncate Marketing DBI Base Summaries’ program with
• Incremental Load: Once a day.
The default parameters are:
• Initial Load: Dates
• From Global Start Date up to sysdate
• Incremental Load: None
• Data collected up to sysdate
Use the Incremental Request Set that you created using the Request Set Generator, to refresh data on the Le
dashboard. For information on Request Set Generator see “Post-Setup Steps”.
Resubmit the Initial Request Set if you need to clear out and start over with new data in the dashboards. Before resubmitt
When you run Initial Load, the ”From Date" defaults to BIS_GLOBAL_DATE. It processes data till ”to date”, which is defau
When the Incremental Load is run, the program automatically picks up the date from where the previous Initial or Increme

C) Profiles
Define Marketing Calendar Periods
Identify the Calendar associated with the profile AMS: Marketing Calendar and define Periods on this calendar for the Fisc
start date of the first time facts load, to the current Fiscal Year.
It is required that periods of type Month, Quarter, and Year are defined. For example, the Fiscal Year starts from 1st June
required to define the periods for the Marketing Calendar starting with the Fiscal Year containing the date 01-

System Administrator responsibility.

1. Navigate to Profile > System.
2. Use Find to locate the profile AMS: Marketing Calendar
3. Note the calendar entered in this profile.
4. Switch responsibility to General Ledger Super User
5. Navigate to Setup > Financials > Calendars > Accounting.
6. Locate the Calendar noted above and verify the required periods are entered.
You can use this SQL to get the output for one year :
Select period_set_name, period_name, start_date,
end_date, period_type,period_year,
period_num, quarter_num
from gl_periods
where period_set_name = '&accounting_calendar_name';

Exchange Rates
Exchange rates need to be defined between the transaction currency and the d
AMS: Default Currency. The rates must be defined between the currencies, from
For example, if loading all the Campaigns that started on or after 01-SEP-00 where the
the currency exchange rates need to be defined from 01-Mar-00.

Currency Conversions
All the transactions amounts will be converted to the default currency code associated
currencies used in transactions must have a conversion rate defined with the c
Currency Conversion Type.

General Ledger Super User responsibility.

1. Navigate to Setup > Currencies > Rates > Daily.
2. Click Enter by Date Range to enter a range of dates the rate is applicable.
3. Select the From and To currencies.
4. Enter a From date and a To date.
5. Set the type equal to the type specified in the profile AMS: Currency Conversion

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1. Log into Oracle Forms using System Administrator responsibility.

2. Navigate to Profile System Values.
3. In the profile field, enter ”BIM%”. All the applicable profiles are listed.
4. For BIM: Cost Per Lead, select Period-to-Date Cost or Total Cost from Inception, as
displayed in the KPI portlet for the following KPIs:
• Cost Per Lead: Displays either (Period-to-Date Costs/Period-to-Date Leads)
or (Total Costs/Total Leads).
• Revenue Per Lead: Displays either (Period-to-Date Revenue/Period-to-Date
Leads) or (Total Revenue /Total Leads).
• Campaign Cost: Displays either (Period-to-Date Costs) or (Total Costs).
5. BIM: Revenue Type, select Booked Amount, Invoiced Amount, or Won
Opportunities Amount. The selected Revenue Type is used to calculate revenue
in the reports.
6. For BIM: Program Cost, select Approved Budget or Actual Cost. The selecte
reports.
7. BIM: Month Period Type -- set it to period type corresponding to month
BIM: Quarter Period Type -- set it to period type corresponding to quarter
BIM: Year Period Type -- set it to period type corresponding to year

7. AMS Marketing Calendar -- Select the Marketing Calendar Set up in Financials > Calendars > Accounting
8. AMS Default Currency -- Select defined currency

D) Set Up Global Parameters

Global parameters define the default values for dashboards such as global currency, enterprise calendar, and start
Administrator responsibility to set up global parameters.
You can change the values for these parameters after implementation is complete.
However, you must then run the initial or incremental load to resummarize or refresh your data.

Primary Currency
---------------------
Sets the first currency displayed in the Currency parameter of dashboards. This is also known as the global cu
Ledger. Transactions are converted into the primary currency using the primary rate type.

Primary Rate Type

----------------------
Sets the rate type used to convert transactions into the Primary Currency. You can choose any rate type that is defined in

Global Start Date (mm/dd/yyyy)

--------------------------------------
Sets the absolute start date for the Time dimension used by Daily Business Intelligence. All data loaded into th
date. Historical data is maintained from this date forward. Note that in the event that there is no data available as of the G
there is no data available at all, a null value will appear.

Start Day of the Week

--------------------------
Sets the starting day for a week (for example, Sunday or Monday) for the Time
dimension used by Daily Business Intelligence. If you modify this parameter after implementation is complete,

Enterprise Calendar
-----------------------
Sets the calendar (dimension object) used for the Time dimension used by Daily
Business Intelligence. The calendar type determines the year and the periods within the year that are available for
Calendar, you could do an analysis by Quarter or Fiscal Period. You can select any calendar that is defined in
a fiscal year to be defined with 50 to 54 weeks.

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Period
--------
Sets the default period type for the time dimension used by Daily Business Intelligence. You can choose any seeded perio
Month or Quarter.

E) Concurrent Requests

Initial Marketing Load Request Set :

From the Daily Business Intelligence Administrator responsibility run this 'Initial Load' program. This automatically
Marketing DBI Base Summary Tables' program.

There are two types of request sets that are setup up in DBI Administrator:
• Initial Load
• Incremental Load

The recommended refresh frequencies are:

• Initial Load: Once only or after setup change. Run the 'Truncate Marketing DBI Base Summaries' concurrent
• Incremental Load: Once a day.

When you run the Initial Load, the ”From Date" defaults to BIS_GLOBAL_DATE. It processes data till the ”to date
When the Incremental Load is run, the program automatically picks up the date from where the previous Initial or

The above two requests are the main request sets you will need to run as they contain all the individual requests
individual requests can also be run as standalone (not necessary though) and are as follows:

BIS Materialized View Standalone Refresh Program: This concurrent request can often be set as not enabled, so you may
relevant for one of your reports that you suspect has a problem or is not refreshing.

BIM: Truncate All Facts

This concurrent program removes previously loaded facts. It should be used only when the current data should be remove
Parameters
Objects (select from: All, Campaigns, Events, Budgets)
Confirm: Y

BIM: Load Marketing Facts For The First Time

Execute this Request Set only for the first time load. Use Marketing Intelligence Collection Manager. Note: This program s
to re-run this request set again, execute the program, BIM: Truncate all facts.

BIM: Initial build of Materialized Views

Execute this Request Set only for the first time. This prepares the pre-built tables for all materialized views. (Marketing Int

BIM: Refresh Materialized Views

Builds the Materialized views for Campaigns, Events, Budgets, Key Performance Indicators and Marketing Ac
loaded, either by the Request Set: BIM: Load Marketing facts for the first time or by Request Set: BIM: Load Marketing fac

BIM: Load Marketing Facts FromPrevious Refresh Date.

This request set will load all the marketing facts from the refresh date. Execute this Request Set on a daily basis.

If any request set fails with ‘Error’then check the log file for details on the error.

F) BIM Table and MV Data check

If there is no data on the Marketing Intelligence reports then you need to check the data in the BIM tables. There may be c
or do not have the correct data. Please refer to Metalink Note 458215.1 ‘No Data Appearing In The Marketing Intelligence
the recommended steps.

G) Troubleshooting
1. Running request - BIM:Load Marketing Facts for the first time (and also in L
requests in the request set:

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Error-bim_set_of_books: get_fiscal_roll_year_start 31-MAR-08 User-defined Exception

See Note 802995.1

Related

Products

• Oracle E-Business Suite > Intelligence > Intelligence > Oracle Marketing Intelligence

Keywords

BIM; INCREMENTAL; TROUBLESHOOT; DAILY BUSINESS INTELLIGENCE; INITIAL LOAD; REQUEST

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