Marketing Segment Builder

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
Mohanpreet

Hi 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.

Similar Messages

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

Marketing Attributes and Segment Builder performance

Hello!
Could you pls let me know
1. Maximum number of Marketing attributes one can create at -
    CRMD_PROF_CHAR - Maintain Attributes
2. What is the maximum number of BP's that can be taken into segment builder
    for Target Group creation without Segment Builder performance suffering
Thanks & Regards,
Raju

The solution for the problem is as follows,
When you upgrade to JRE 1.6 version 19 patch 4, in the graphical modeler, the filter drag and drop doesnot work. In this case,    add the following line in you JAVA POLICY file.
    permission java.awt.AWTPermission "accessClipboard","read,write";
    you can find the POLICY file in the path:
       C:\Program Files\Java\<JAVA VERSION>\lib\security
Please note that I found this in note 1359890

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

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!

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 P

1) 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

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

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>

In PCUI - Not able to select Attribute list in segment builder

Hi experts,
I have CRM 5.0 PCUI, It is not showing the frame which I can choose Attributes list in order to create profile groups and target groups for Segmentation
I'm looking for something similar as tcode: CRMD_MKTSEG in SAP GUI.
I have already assigned Marketing Manager/Assistant in my profile.
Am I forget anything ?
regards,

Hi ahm,
Kindly assign the CRMD_MKTSEG role from GUI to u r User and for portal assign standard iview of Segment Builder and u'll see the tab Segment bulider in u r PCUi screen, u can create Attributes list, profile groups and target groups for Segmentation.
Hope it'll help u .
Thanks,
Dipesh.

OR Functionality in Segment Builder

Hi,
we are trying to use the Segment Builder to create the Target Groups.
They are 3 functionalities in the Segment builder.
I came to understnd their functionlities as below
Keep:
1. You drag Attribute A into the profile group work area
2. You drag Attribute B over A and chose "Keep"
Result: All Partners which match Attribute A and B
Split:
1. You drag Attribute A into the profile group work area
2. You drag Attribute B over A and chose "Split"
Result - two new profiles:
1. All Partners which match Attribute A and B
2. All Partners which match Attribute A and not B
Remove:
1. You drag Attribute A into the profile group work area
2. You drag Attribute B over A and chose "Remove"
Result: All Partners which match Attribute A and not B
But I want the "OR" functionality where I need the BP containing the attributes A or B.
But it seems there is no fucntion in the segment builder to create a target Group with OR fucntionality.
Can you guys let me know how to create a Target Group with "OR" functionality

Hi Krishna,
here is a workaround:
Objective: To have a Profile set consisting BP's having Marketing attribut value A OR B.
1. create a Profile set
2. Add TG - A Not B
3. Add TG - B Not A
4. Add TG - A AND B
    A bit of set theory now:
    (A NOT B) + (B NOT A) + (A AND B) = A OR B
    dont ask me how to figure it out or validate it
5. Now create a target group for the whole profile set. (and not the individual profiles. In SAP GUI u can do it through Button: Create Target Group - For Profile Set.
This will generate a Target Group containing the desired BP List.
Now assign this Profile Set or TG in your Campaign Element.
Regards,
Saurabh Agarwal

Segment builder - Refine view

Dear all,
I am facing problem in opening Refine View in segment bulilder ,I have created segment builder with segment type - Campaign & Saved.When we try to open Refine view in GOTO.The refine view is displaying in newly opened window. But only a blank screen appears.
The same view is opening in other systems. We have checked security settings in Internet options and looks okay.
Why is it that the particular Java applet is not getting loaded while trying to open Refine View that too in some systems only.
Is there anything we have to do? We face the same problem while trying to open Marketing Calendar also.
We are using only standard applications and views. We are working in CRM 5.0 and EP 7.0.
Regards,
Basavaraj patil

What you ask for is a development, within standard this is not possible. Be aware that depending on the number of BP's you will encounter performance problems as the PPR assignment is using several tables below.

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,not showing results.

hi experts
While creating a campaign i assigned marketing attributes to business partner .its visible in the marketing tab page in the respective bp but in the segment builder its not showing results.

Hello,
have you added the marketing attributes as a data source to the Segment Builder using Transaciton Code CRMD_MKTDS?
Regards
Gregor

Segment Builder in PC-UI

Hi,
We are going to use CRM Marketing and teh segment builder capabilities in CRM 5.0. We are using PC-UI (EP 7.0). Is it possible to have the same modelling functionality when creating profiles like in the SAP GUI? Ie drag and drop functionality, pie-chart graphics etc. The segment builder application in PC-UI is quite cumbersome compared to the one in SAP-GUI.
Br
Stefan

Stefan,
Yes you can get the same drag&drop fucntionality, pie chart graphics etc. into the PCUI.
The only change is that you can not edit data sources (attributes...) into PCUI.
All other fucntionality perfectly work.
Hope this helps you,
feel free to reward points if yes,
regards,
aldo

Marketing Segment Builder

Similar Messages

Maybe you are looking for