In obiee marketing (Oracle Business Intelligence 10.1.3.4), we are trying to generate a marketing list.
We have created a list format ( customer nr,email, firstname,lastname). We have no filter on the format list.
We have then created a segment and connected the segment to a list format.
Our segment returns a part of our customer set. When we check the count, it returns 500 customers out of our total stock of 5,000, and this is the number that we are expecting.
However, when click on "generate lists", the list includes all 5000 customers. It seems to be ignoring the segment and just returns what was in the format list.
Why is this happening?
We have read that when creating a list format you can check the “Re-qualify list results against original segment criteria”. But we are missing this check box in the Create list format section. Why are we missing this check box and does it have anything to do with our problem.
We found the problem. In the Oracle BI Administration Tool, Marketing Manager, we didn't have Qualifying Keys set in our List Catalog.
After setting the Qualifed List Item to our customer nr column, the “Re-qualify list results against original segment criteria” checkbox showed
up when creating a format list.
After this, when clicking on "generating lists" in the segment tool, our file contained the correct number of customers, instead of the whole customer population.