How to count criterias in segment builder

Hello everbody,
what i want to do:
I got about 50 costumors in CRM, they have got different marketing criterias like job, hobby, age etc...
I made a filter in segment builder saying show all customers that are cooks (e.g.).
But when i click on my filter and drop it on my Profil, its just counts from one to two to three and so on, depending on
how many filter i drop in my profil.
Anybody any idea what could be wrong?
Thanks a lot in advance
Heinz

Hi Heinz,
Can you explain your problem in more detail.
Generally count is used to find out no of BPs associated in the profile for the selected filters and based on the criteria selected ( keep, remove,split ) while positioning the cursor on the profile.
Regards,
Madhu

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Multiple countries as selection criteria in Segment Builder

Hi folks,
Requirement is, we need to create a Target group which consists of all BPs who belong to 25 countries. The attribute is 'Country' in the Attribute List.
Current situation is, in the Segment Builder, the user needs to select each country, by dragging and droping 25 times on the Target Group.
There must be only one drag and drop which should cover all 25 countries. Can anybody give an idea how to resolve this issue.
Regards,
John

Hi Amar,
Thank you for your response once again.
Regarding the selection of business partner who are in multiple countries, you told me that Crl and select the countries and click on 'OR with the attribute' button.
This solution is ok, if couple of the countries are selected. But if 50 countries need to be selected, the user does not agree for this. So what is alternate solution. How to handle such a situation ??
Regards,
John

How transport profile set in segment builder to other CRM system?

Hello!
I create a lot of profile set in segment builder. I using CRM4 and CRM7 wich connected RFC and middleware.
How transport profile group from CRM4 to CRM7?
Edited by: Vladimir Shilov on Dec 19, 2010 11:08 AM

Dear Thomas,
Did this get solved?
Thank you,
-Vijay

How to create master group in Portal - Segment Builder?

Hi All,
May i know how to create master group by using existing target group in segment builder PCUI in portal?
I manage to do it in sapgui:
tc: crmd_mktseg_mgr -> create new master group -> assign existing target group -> execute button -> master group is created.
I tried in portal: click on segment builder tab -> search existing profile set -> open existing profile set -> click on target group tab -> mark one of target groups -> click on Master group button -> save changes -> go back to sapgui crmd_mktseg_mgr -> search for all the master groups -> i dun see result that i did in portal.
Can guide me on this?
Appreciated your guide. Thanks.
Regards,
wyee

Hi All,
May i know how to create master group by using existing target group in segment builder PCUI in portal?
I manage to do it in sapgui:
tc: crmd_mktseg_mgr -> create new master group -> assign existing target group -> execute button -> master group is created.
I tried in portal: click on segment builder tab -> search existing profile set -> open existing profile set -> click on target group tab -> mark one of target groups -> click on Master group button -> save changes -> go back to sapgui crmd_mktseg_mgr -> search for all the master groups -> i dun see result that i did in portal.
Can guide me on this?
Appreciated your guide. Thanks.
Regards,
wyee

RE: how to add attributes in graphical modulator in segment builder .

Hi Gurus,
can you please help me how to add attributes in graphical modulator in segment builder in sap CRM 7.0 WEB-UI.
thanks and regards
satyanarayana
Edited by: koradasatya on Oct 27, 2011 8:14 PM

Hi Gurus,
thanks for your reply my requirement from client is given below if you could answer this it will be a great help for me.
WKSC needs to be able to make selections (in segment builder) with the possibilities to use stored data on organizations. The information we are missing in Segment builder (SB) (and Account search for industrycode) are Industrycode (we want to see values not codes) and responsible salesrep (values not codes).
These variables together with regions and other marketing attributes is crucial for us. Without it we cannot use the functionality built.
We also need it so that we can extract smaller parts of our customers and prospects and update them with information from the thirdparty or adding new persons to them.
Everyone using the SB should be able to use the fields for selections. i.e. Marketers, marketing managers and power users.
Example
We would like to make selections that could look like this.
Region: A and B
Organization in Industrycode C
Sales rep: D, E, and F
Turnover: above 50000
CP on selected orgs
CP has title G or H
CP has Email not blank
thanks and regards
satya

How to check the number of contacts with segment level 'food and beverage' in the segment builder?

How to check the number of contacts with segment level 'food and beverage' in the segment builder?
Do we have any table to check this.

How to check the number of contacts with segment level 'food and beverage' in the segment builder?
Do we have any table to check this.

Campaign mgt segment builder in sap crm 7.0

Hi All,
In the segement builder, we need to have the feild employee responsibele and the industry code. Based on this two feilds and other criteria the filter can happen. They can create a target group based on this.
But when i check in the infoset for the BP, I find that the sales employee responsible is found. But i could not find the Industry code feild in the Infoset for BP.
This is the infoset where the Business partner data is maintained u201CCRM_MKTTG_BP_ORG_CDE u201C
How to create a segment builder based on the Employee responsibloe and based on the Industry code in the Graphical modeler. Please let me know if any other infoset contains this data.
I need to know where this feild employee responsibele and the industry code is there, in which infoset it is maintained
Please help me with the steps and configuration....
Regards,
karthik J
Edited by: Karthik J on Nov 1, 2011 7:08 PM
Edited by: Karthik J on Nov 3, 2011 12:20 AM

Hi Karthik,
I am not sure if there is a standard infoset which has the value of Industry and responsible salesrep.
But to achieve your requriement i would advice you to create a custom Infoset using the table CRMM_BUT_FRG0041 as it contains the information on industry sector and you will have to join this table with another table which contains the info on salesrep to create a custom infoset.
You can create custom infosets by joining multiple tables using tcode SQ02
rgrds,
Randhir Soni

Segment Builder find bp from employee responsable

Hi Experts,
I am working with CRM 2007.
Marketing wants to segment customers from sales man (Employee responsable), using sales man as segmentation criteria and getting contact persons of customer as a result. Is this posible with Segment Builder? How?
Best regards,
Cristina

Hi ,
I think you are very close to solving this one.
Try to create an infoset ( t-code: sq02) using the table joints between but000,but000_rel( rel category), but051.
now lets look it this way. Segmentation ( BP) normally gives Accounts as results in TG.later we can extract contact person using the above mentioned FM.
Lets concentrate in getting account A is TG first.To get that we can use 2 filters ( or search criteria as you have put it)
1. has sales employee responsible- this will fetch all accounts which has sales employee responsible assigned to it.
2. the 2nd filter would have to manually maintained in your case.....Mr. Smith....
perform an intersection operation on the profiles( segments)...or even results can be achieved using AND operation...
if everything goes well u will get A as the result in TG....the difficult part is solved now....:-)
to get ms. collins as the result...just add the FM in the data sourse and try all the steps again..kt should definitely work....all the best....

Segment Builder

Hi All,
Can any one guide me the usage of below in the Segment Builder (CRM 5.0)
"AND Within an Attribute",
"OR Within an Attribute",
"AND Across all Attributes" and
"OR Across all Attributes" .
Thanks for your assistance in advance.
Regards,
Krish

Hi Krish,
You can use the and/or functionality when selecting multiple attributes at once in the segment builder. use the control key to select multiple filters at once.
Here's the details.
And Within and Attribute:it will check to see if an filter is being met along with another filter across the single attribute for which you have selected the filters. (intersection)
Example: attribute is "Products owned". Filters selected and dragged to the staging area of the segment builder are Product1 and product2. So the result would be all business partners who have product1 and product2 in the query behind the attribute.
Or within an Attribute: Looks at all the business partners who meet either filter criteria within the filters selected.
So in our example above using OR within and attribute we'd get back every business partner who has product1 or product 2. this was a lot more work in previous versions.
And/OR Across all attributes allows you the option to mix things up across attributes in your attribute list in the segment builder.
So an example
And Across all attributes is set
Or within an attribute is set
If we had two attributes being used. Product being one and Industry being the other.
for product we select product1, product2 for industry we select mining.
we would get back the business parters who have (product1 or product2) and mining.
The "AND" functionality was present in previous versions by using the "Keep" option. the OR was a little bit trickier to do so this new option is a great feature. Using the AND or OR functions will change how the query on the back end is executed. So in many cases you'll see a major performance increase because the query is being built at the data source level with all your criteria at once instead of running, bringing back the BPs and intersecting with another query that brought back BPs.
Be careful the and(keep) and the and(across/within attribute) will bring back different results in cases when your data source isn't always using the business partner as the root. So in cases like infoset of business transactions/ custom tables be careful.
I would also recommend implementing all available OSS notes for the segment builder as there are some current fixes available.
let me know if you have any more questions,
Nima

Creation of a Marketing Profile Set based on the standard CRM_MKTTG_BP_BIRTHDATE Infoset thru the WebUI Segment Builder

Objective: Creation of a Marketing Profile Set based on the standard CRM_MKTTG_BP_BIRTHDATE Infoset thru the WebUI Segment Builder.
Problems: Standard CRM_MKTTG_BP_BIRTHDATE Infoset DOES NEVER RETURN ANY RESULTS on the segmentation builder of the WebUI client (no matter the filter you specify).
Other cases: However if we create a new Data source with data "Extraction from Query" (transaction RS02) based on this standard CRM_MKTTG_BP_BIRTHDATE Infoset and we test the functionality using transaction RSA3, IT DOES RETURN RESULTS (using the same filters as in the segmentation builder)! Of course the segmentation builder works with other attribute lists.
NEW: IF WE DON’T ESPECIFY ANY SEGMENTATION BASE IN THE PROFILE GROUP, IT DOES RETURN RESULTS!!! (GO TO THE END OF THE DOCUMENT FOR DETAILS)
Steps followed:
Review Standard Infoset CRM_MKTTG_BP_BIRTHDATE (Transaction SQ02).Review Data Reading Program code: do we have to change the standard code? We have only remove the "BREAK-POINT" statement.
Creation of a Data source based on the standard CRM_MKTTG_BP_BIRTHDATE Infoset (Transaction CRMD_MKTDS).
Creation of an Attribute List based on that standard Data source and selection the Birth date as a filter in the Attribute list (Transaction CRMD_MKTDS).
On the segment builder of the WebUI set any filter (Example: “TODAY”).
Steps in detail:
Review Standard Infoset CRM_MKTTG_BP_BIRTHDATE
SQ02.
(Image deleted)
Review Data Reading Program code (Code attached)
(Image deleted)
Creation of a Data source based on the standard CRM_MKTTG_BP_BIRTHDATE Infoset
Data source: Transaction: SPRO – Customer Relationship Management - Marketing – Segmentation - Maintain Data Sources and Attribute Lists: CRMD_MKTDS
Create Data Source
(Image deleted)
Infoset: CRM_MKTTG_BP_BIRTHDATE.
Business Partner Field: CRMT_MKTTG_IS_BIRTHDATE-PARTNER_GUID
(Image deleted)
Result:
(Image deleted)
Attribute List
Creation of the Attribute List
(Image deleted)
Assign Data Source:
(Image deleted)
Selection of the Birth date as a filter in the Attribute list:
(Image deleted)
Result:
(Image deleted)
Segment builder of the WebUI:
Access to WebUI with marketing role.
Create Segment:
Creation of Profile Set
Graphical modeler
Create Filter: We have already tried many different filters (we already seen notes referring to this matter).
Example1: “today”
Count target group. Here I would like to stand out that once you click on the “Count” option, immediately it shows 0 results. In other words, it doesn’t process any information. With other attribute lists it takes some time to process, no matter the filter or the attribute list you use. However if we create a new Data source with data "Extraction from Query" (transaction RS02) based on this standard CRM_MKTTG_BP_BIRTHDATE Infoset and we test the functionality using transaction RSA3, IT DOES RETURN RESULTS (with “today” filter and other)! So it seems that the problem has to do with the segment builder, not the Infoset.
Result: it never return any results no matter the filter you specify.
Other cases:
Creation of a new Data source with data "Extraction from Query" where you enter the name of your new query
Creation of a Data source based on the standard CRM_MKTTG_BP_BIRTHDATE Infoset
Standard Infoset CRM_MKTTG_BP_BIRTHDATE:
We fill the form and select “Extraction from Query”:
Press SAVE and define which fields will be available for selection and which of them will be visible.
RSA3: Extractor checker in order to test the Data source:
We specify the Data source:
IT DOES RETURN RESULTS:
ALV Grid:
NEW: It seems that it has to do with the Segmentation Basis selected in the creation of a Profile Set, because if we do not select any, it does return results. But we need to create this Profile Set based on a particular Segmentation Basis called BS Usuarios Registrados.
Segment builder – Profile Set of the WebUISegmentation Basis: we leave it in blanc.
Graphical modeler
Create Filter: We have already tried many different filters (we already seen notes referring to this matter).
Example1: “today”
Count target group.
Result: IT DOES RETURN RESULTS!!! àConclusion: the problem is the Segmentation Basis
Define Segmentation Basis:
Transaction: SPRO – Customer Relationship Management - Marketing – Segmentation – Classic Segmentation - Define Segmentation Basis.BS Usuarios Registrados:
Define Reports for Creating Segmentation Bases
Transaction: SPRO – Customer Relationship Management - Marketing – Segmentation – Classic Segmentation - Define Reports for Creating Segmentation BasesZMK_UTL_MGR_SITES_UREG
Define Usage for Segments:
Transacción: SPRO – Customer Relationship Management - Marketing – Segmentation – General Settings - Define Usage for Segments.ZBS_UR à02 Segmentatión Basis
Attribute List:Category:
There is no Category 02 Segmentatión Basis!!! Why?? Why is not posible to select Category 02 Segmentation Basis in the creation of the Attribute List???
Usage ID
NEW: It seems that it has to do with the Segmentation Basis selected in the creation of a Profile Set, because if we do not select any, it does return results. But we need to create this Profile Set based on a particular Segmentation Basis called BS Usuarios Registrados. Why is not posible to select Category 02 Segmentation Basis in the creation of the Attribute List???

It seems that the standard Infoset doesn’t work by itself with Segmentation Basis. Two SAP notes have been applied and a new Field Group has been added to the Infoset (in order to distint the Segmentation Base).
CRMT_MKTTG_IS_BIRTHDATE-MGRGUID
1966298: MGR_GUID is not populated correctly to infoset read program
2007687:Segmentation InfoSet queries saved with incorrect Master Group
For that reason we had to create a new Infoset based on the standard CRMT_MKTTG_IS_BIRTHDATE, but adding this new Field MGRGUID to the Group Fields.
Issue solved

Enhance output of Target Group opened in segment builder

Hello Experts,
We are implementing SAP CRM Lean Marketing using CRM 7.0. Our business requirement is to do segmentation based on Company attributes and Relationship Category. The output of the target group should enlist the persons related to the Company based on the relationship category selected while doing the segmentation.
Using standard InfoSet CORM_MKTTG_BP_ORG_CDE and while creating data source selecting BUT000_PER-PARTNER_GUID in the field business partner, we are able to get the list of persons matching the segmentation query (based on the relationship category e.g. Has Supplier, Has Contact Person, etc) . But the issue is , the output of the target group (shown as an ALV grid , when the target group is opened in segment builder) only enlists matching Persons, it does not enlist the related company ID /name in front of the Person ID in the output of the target group. And this Company BP ID is not available if I try to modify the output layout. So business is unable to understand the Person enlisted in TG belongs to which Company. Can we enhance this ALV grid output of the target group displayed in segment builder ? if yes , how can it be achieved ? If this is possible and we are able to add related company BP ID/ name in front of every person enlisted in the target group then our issue gets resolved. Or is there any alternative solution to resolve this issue ?
Highly appreciate your early response in order to resolve this critical issue.
Thanks and Regards
Ambar
Edited by: AMBAR ADHAV on Sep 10, 2011 11:52 AM
Edited by: AMBAR ADHAV on Sep 10, 2011 2:21 PM

Naresh,
Thanks for the response.
As per your suggestion I made additions to my z Infoset , and added all the fields you suggested.
While creating the data source I selected following fields
Business Partner: BUT000_PER-PARTNER_GUID (as my requirement is to return Persons and this field works with only GUID)
Reference Object: BUT051-RELNR
Reference Object Type: BUT051-RELTYP
Now when I create the target group with this data source unfortunately I am still not getting the the relationship number when I click in Show assigned Objects in the target group screen of web UI.
Please suggest where I am going wrong
Thanks
Ambar

Enhance output of Target Group in segment builder

Hello Experts,
We are implementing SAP CRM Lean Marketing using CRM 7.0. Our business requirement is to do segmentation based on Company attributes and Relationship Category. The output of the target group should enlist the persons related to the Company based on the relationship category selected while doing the segmentation.
Using standard InfoSet CORM_MKTTG_BP_ORG_CDE and while creating data source selecting BUT000_PER-PARTNER_GUID in the field business partner, we are able to get the list of persons matching the segmentation query (based on the relationship category e.g. Has Supplier, Has Contact Person, etc) . But the issue is , the output of the target group (shown as an ALV grid , when the target group is opened in segment builder) only enlists matching Persons, it does not enlist the related company ID /name in front of the Person ID in the output of the target group. And this Company BP ID is not available if I try to modify the output layout. So business is unable to understand the Person enlisted in TG belongs to which Company. Can we enhance this ALV grid output of the target group displayed in segment builder ? if yes , how can it be achieved ? If this is possible and we are able to add related company BP ID/ name in front of every person enlisted in the target group then our issue gets resolved. Or is there any alternative solution to resolve this issue ?
Highly appreciate your early response in order to resolve this critical issue.
Thanks and Regards
Ambar
Edited by: AMBAR ADHAV on Sep 10, 2011 11:53 AM
Edited by: AMBAR ADHAV on Sep 10, 2011 2:22 PM

Hello Experts,
We tried implementing BADI CRM_MKTTG_SEG_MEM_EX in order to add Company ID/ Name , but the issue is the BADI gets Input as persons BP id, nothing else, due to this if a person is having relationships with multiple companies, the BADI is unable to identify which company to choose as Relationship Category is not available to the BADI. And further issue is if a Person is having same relationship category with 2 companies e.g. Supplier for company A and for Company B too , in this case too the BADI is unable identify correct Company to return to the target group output
Is there someting in the Infoset that can resolve our issue ? How can I make available the fields in the infoset to the ALV output of the target group. Using SQ02 I am able to add fields to the field groups for selection in segmentation, but can anyone guide, how to make the field available in the output list ?
Please provide your technical assistance
Thanks
Ambar

Problem in Segment Builder

Hello all,
I´m using a BW cube as a Datasource for segment builder. Everything goes well but when we try to create attribute list we only see the technical name of fields and we should see the description.
Could anyone help me?
Thanks in advance.
Carmen

hey kedar
what i suggested as alternative is actually the standard way to achieve the segmentation
and the another method which u havent tried was sort of alternative which u use when u have BW running with CRM
i would advise u to be clear with the concept of how to use BW queries for segmentation cause .tell me if u r aware of this then we can proceed.
in any case you are most welcome for any details u may want to know
best regards
ashish
Hi Ashish,
Thanks a lot for the answers.
As of now in our system, we would be using only the standard way.
Currently, we would not go ahead with the concept of using BW queries for segmentation.
I will come back to you for support when we decide to change our approach.
Thanks and Best Regards,
Kedar

Wrong number of members in a TG. Infoset query vs Segment Builder.

Hi gurus,
I've discovered an issue in our CRM System (BBPCRM 600) and I have no idea of how to solve.
For our marketing segmentation, we've created a Infoset (SQ02) with a link between standard (BUT000, CRMD_ORDERADM_H, CRMD_OPPORT_H) and custom tables. Over this infoset, I've created an infoset query (SQ01).
During our test, we've noticed the following: Using the same filters in segment builder and in infoset query, results are not the same!! Segment builder adds more partners to our TG's and even these partner doesn´t met the filters!
For Example:
Using POSTING DATE from CRMD_ORDERADM_H as filter: From 01/01/2014 to 01/312014.
Using infoset query, all partners I'm getting are correct, all of them have CRM operations for this date interval.
However, using this same filter in segment builder, the resulting list of partners has one more than query list...and this partner doesn´t have any operation for the chosen internval.
How is this possible? Why results are not the same? Any ideas? Is there any BADI for segment builder that must be checked?
A lot of thanks!!
Message was edited by: SAP _ES

Solved!!
I was wrongly using AND/OR options to add filters in the segmentation tool...ups!

Infosets in segment builder

Hey forum guys/ girls,
I have learnt that we can have three sources for segments in Marketing. Marketing attributes, infoset query and bw infoset.
Would like to know more about the second one. any links in help.sap. com etc are welcome.
thanks.
Jon

Jon,
Standard InfoSets queries are used in segmentation. Using this you can set any standard field of the BP as a filter criteria (just as you use marketing attributes). SAP provides a a way to use std data (stored in BP transaction) in segmentation via infoset query.
These InfoSets can be accessed by choosing the input help for the field InfoSet Query in the transaction for maintaining data sources.
To access this transaction, from the SAP Easy Access Menu, choose Marketing > Segmentation of Business Partners > Marketing Segments > Maintain Data Sources for Segment Builder.
To define these InfoSets (for example, to view which table joins are used as data sources), use the SAP menu and choose Architecture and Technology > ABAP Workbench > Utilities > SAP Query > InfoSets.
Double-click on the relevant InfoSet from the list and on the following screen choose for example Join Definition.
For information on creating you own InfoSets, see the SAP Library under mySAP Technology Components > SAP Web Application Server > ABAP Workbench > SAP Query.
Some of the std infoset available are:
CRM_MKTTG_BP_BIRTHDATE Birthday
CRM_MKTTG_BP_ADDR Business Partner Address
CRM_MKTTG_BP_CENTRAL Business Partner Master: Central Data
CRM_MKTTG_BP_GRP Business Partner Master: Relationships (Groups)
CRM_MKTTG_BP_PER Business Partner Master: Relationships (Persons)
CRM_MKTTG_BP_BNK Business Partner Master: Bank Data
CRM_MKTTG_BP_BNK_CARD Business Partner Master: Payment Card Data
CRM_MKTTG_BP_GEN Business Partner Personal Data
CRM_MKTTG_BP_ORG Business Partner: Contact Person Relations of Organizations
CRM_MKTTG_BP_PRTFUNC Business Partner: Partner Function
CRM_MKTTG_BP_ORG_CDE Contact Person Relationships for Organizations with Postal Code
CRM_MKTTG_BP_PSTCD CRM Marketing: Business partner by postal code
CRM_MKTTG_BP_RESPNSE Response Rate for E-Mail Hyperlink
CRM_MKTTG_RFM RFM Analysis
For more info, search for standard infoset in help.sap.com
Hope this helps.
 Julius Pereira

How to count criterias in segment builder

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