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.
<b> <i> Julius Pereira </i> </b>
Similar Messages
-
Creation of infoset in segment builder
Hi experts,
Please gudie me for the creation of infoset in segment builder.
any doc or link will be higly recommendable.
Thanks & Regards
Prajith P1) Go to crmd_mktds t-code
2) Click on Create Data Source to create a new data source
3) Select the segmentation object from dropdown for example Business Partner
4) Select the Origion type from dropdown list (Infoset, attribute set, ELM, BI cube)
5) Give RFC destination if the data is coming from other systems
6) Select infoset from dropdown list
7) Enter description
8) Select BP and category from the dropdown
9) save
10) Go back to previous screen (crmd_mktds)
11) Clcik on create attribute list
12) enter description
13) Select category from dropdown
14) Select Usage ID
15) select segmentaion object as business partner
16) Save
17) click on assign data source
18) Select the data source created from step 1- 8 and click on tick mark
19) Now you can see the data source
20) Click on arrow mark to expand
21) Select the attributes which you want to use for filtration / see on the web UI
22) save
23) log on to web ui using marketing profession role
24) go segment builder
25) enter profile name and save
26) click on the graphical Modeler (JRE must be installed)
27) In graphical modeler you can see the attibutes created
Hope this help.
Regards,
Niranjan Reddy G -
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 -
SQ02 Infoset returns different results in SQ01 Query vs. Segment Builder TG
I want to get Segment Builder to use the same InfoSet and return the same results so, that I can then make a Target Group...but, I'm sure I'm missing some step along the way.
My SQ01 query returns 79 contact persons, but my segment builder only finds 42, none of which appear to actually be the Contact Person, but are in fact the Business Partner the Contact Person has a Relationship to.
I started by copying the CRM_MKTTG_BP_ADDR InfoSet and added the BUT051 table to it, which is when the SQ01 began returning the needed results.
I suspect the problem may be in the Master Group where I am using the B2B/B2C Program, but I don't know if that's the answer or not. I am not declaring an FM as I am using the BP-GUID in the data source, so I don't 'think' that's the issue...
Here's what I'm currently trying as my Data Source settings in case that will help:
Origin Type 03 InfoSet
RFC dest.
Name of InfoSet ZCRM_MKTTG_BP_ADDR
Business Partner BUT000-PARTNER_GUID
Function Module
Sampling InfoSet ZCRM_MKTTG_BP_ADDR_SMP
Sample BUT000-PARTNER_GUID
Object
Partner Function
Description Z BP Address
I already read every Segment Builder forum thread and the Sap Library on the subject, but either I missed something or there is a step not listed.
Anyone have any suggestions?Solved!!
I was wrongly using AND/OR options to add filters in the segmentation tool...ups! -
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 _ESSolved!!
I was wrongly using AND/OR options to add filters in the segmentation tool...ups! -
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 AMHi 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 -
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 PMNaresh,
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 PMHello 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 -
Segment Builder: 'Business partner does not exist in target group'
After having built a target group in the segment builder the following error message occurs: 'Business partner does not exist in target group'. What is meant by this error message and what has caused this error?
Hi Mahesh,
Are data sources based in infoset¿? If the are based in infoset u can do simple queries.
I create infoset in t-code 'SQ02', once the infoset has been created u can go to 'Enviroment' --> Queries, and here u can created simple queries based in the infoset. With this tool u can check if this infoset has been created sucessfully.
Hope it helps u.
Regards,
Mon -
Hi gurus,
I am working with a bw query in the segment builder. My query has customer and country as a characteristics and some key figures as a results. My problem is that I want to filter in the segment builder by the country and I am not able to do this and I don't know if there is some special way to build the query or if I have to filter as a datasource.
The query schema is:
customer country KF1 KF2 KF3.
I haven't problems to filter by the key figures but I am not able to filter by country.
Thanks in advace.Hi Alec,
I can suggest that you prepare a attribute list that has datasources from BW query (use your required key figures) and also create a infoset based on the business partner master data (this will have the country).
Now you use these two data sources in your attribute list and create filters.
See if this works as iam suggesting as per my understanding of your posting.
thanks
Srini -
Segmentation Builder Using ADS -Analytical data Storage
Hi -
We are using ADS -Analytical Data Storage in Segement Builder. ADS brings in info objects from BW and then Infoset is created on that ADS .Infoset is then used as Data Source in Segment Builder. We are looking for some information on following. Any help will be greatly Appreciated -
1.Is any other customers using ADS (Analytical Data source) in Segmentation builder , and how their experience has been ?
2. We have large number of records, in millions which will be pulled from BW to CRM ADS. Can there be any performance issues, are there any know issues ?
3. Keeping in mind the performance issue, we haves divided ADS into several tables. However number of records in one table can be much more than other tables as these tables correspond to different customer types. What should be the optimal no of records in one table ? Is there any better way to define ADS ? -
Your help is greatly appreciated.
Thanks. - MPHello Mohanpreet,
We are pushing data from BW to CRM for subsequent generation of BP in CRM system ; and for this we are exploring APD functionality.
I am using ADS adapter in CRM and have made proper entries in CRM system( ref. screen 'Release data target adapter' in CRM system)
Now, when I go back to BW system and start to design my landsape in APD trnx. ; there I'm selecting CRM as my target system - which is connected to BW via RFC.
The problem come when I'm trying to deifne attributes of CRM system then while selecing 'ADS as traget adapter' I"m getting an error as " CRM error : Adapter 'ADS' not known " !!!
How do I solve this error. I'm totally stuck up at this point.
Please advice. Due points will be awarded.
Rgds,
Ak- -
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,
CristinaHi ,
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.... -
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,
KrishHi 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.
<b>And Within and Attribute</b>: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.
<b>Or within an Attribute</b>: 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.
<b>And/OR Across all attributes </b>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 -
In Segment Builder We have a requirement where we need to create a Target Group for all the BPs in the role of Contact Person. How can I create a infoset for this requirement (using table for BPs Role).
We used infoset CRM_MKTTG_BP_PER BP for with BP guid .ANd used filter BUT050-RELTYP Business Partner Relationship Category. And then created filter with descritpion with value BUR001: BP ROLE CONTACT PERSON .
When we search table BUT100 (BPs Roles), we find more than 15000 BPs with the role Contact Person. But when we created infoset as told by you it only shows 7 BPs in the target group. Is this infoset for BP role Contact Person or for the relationship category Contact Person
Please help. Your help and input is greatlly appreciated.
Thanks and Regards
MohanpreetHi Mohanpreet,
CRM_MKTTG_BP_PER is a infoset with relationship category (Not BP Role contact person). (Works only on tables BUT000 & BUT050)
This infoset will call all the business partners of contact persons who were maintained with other BP's with relationship category "Has contact person".
You can create your own desired infoset from desired tables at T-code [SQ02].
Regards
Satish Kumar
*-Reward points if found helpful. -
Does Segment Builder compare only GUID?
Hi,
I'm working with a CRM 5.0 system. My problem is the following.
I want to create a Target Group containing BP with the following attributes:
Prog_id = PP
Date = 24.05.2010
The expected Target Group should contain 3 record, but I find 4 record in it.
For the "outsider one" I find in the table which contains 'Prog_id' and 'Date' fields the following records:
bp Prog_id Date
0000227123 FF 24.05.2010
0000227123 PP 28.05.2010
I have this problem wether I use an InfoSet with Data Reading Program, or I use an Infoset with join.
I think that Segment Builder includes this record because it compares GUID only.
Could you please help me?
Is there anywhere something I should set?
Thaks in advance,
E.I....
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