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

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Segment builder functionality in PCUI

Hi all,
I have a question concerning the functionality of the segment builder in PCUI:
in SAP GUI there is the possibility to combine different profiles like attributes (keep, remove, split). Is the same function available in PCUI? If yes where?
Thanks for your help!
Anne

Hi,
if I understand your question in the right way, you use the PCUI Segmentbuilder Application in CRM 5.0...
1. you have to create a Profilegroup (test - for example)
2. go to tab - profiles - and add an entry (test - for example) and press save..
3. now use the go-to button and choose - the last entry - refine...
4. now a java application should start and you can use simmilar functions as in the gui segment builder..
regards
marc

Segment builder and/or functionality....

We are looking for a technical / functional explanation of the AND / OR functions within the segment builder tool u2013 how they work on their own and how they work together (AND OR / OR AND / AND AND / OR OR). Anyone have a good answer?

Hi Ned,
I can give some oversight on the use of these operators in Segmentation while creating a Profile set.
To use these first you need to understand the concept of MultiFilters.
Multifilters: All filters that are selected at one time are treated as one multifilter.
Which means you can select more than one filter at a time and drop in the segmentation profile set screen to create one profile.To do this you need to first select one filter and hold ctrl key on your keyboard and select the other filter.
So to explain this multiple selection i have an example below:
Note: To achevie this both the Attributes are from one Attribute List: Attribute List XYZ has
Channel Attribute 1
Filter 1 - Email
Filter 2 - Phone
Priority Attribute 2
Filter 1 - High
Filter 2 - Medium
Filter 3 - Low
Scenario1 -
So now if i select OR within Attribute and select both the filter email, phone and drop on the right hand screen i will get a profile (Email OR Phone)
Scenario 2-
If i select OR within Attribute and AND across all attribute
Select filter email, phone (together) and select filter high,low (together) and drag and drop in the profile set screen i would be seeing a Profile (Email OR Phone) AND (High OR Low)
In the same way you can change the operands (OR,AND) for within an Attibute & across all attributes depending on your requirement to create your Profile & TG.
Thus this is how you use these operands during multifilter selection.
Hope this helps !
Regards,
Naveen

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

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!

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

Segment builder in CRM 2007

Hello all!
I have a short question concerning the segment builder in CRM 2007:
is there only the Java Applet version? Because some functions I have in the GUI Segment Builder are missing there...
So do the users have to live with the reduced functionality?
Thanks for your answers!
Regards Anne

Hi,
regarding the Flex-based Segment Builder: This information is not completely correct.
Yes, there is a Flex-based Segment Builder in CRM 7.0, but is only available for High Volume Segmentation which requires a TREX and provides only a subset of the functionality (e.g. no Product Segmentation, no Relationship Segmentation, only single Business Partners). For the complete Segmentation functionality, there is still the Java Applet in use in 7.0.
From CRM 7.0 EhP1 on the complete functionality will be merged in the Flex-based Segment Builder.
Regards
Sebastian Solzbacher

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. - MP

Hello 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

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

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

Export Segment builder

Hi guys,
Hi group,
I would like to ask for your advice in the following matter:
In standard, the Segment builder has an export function ("Export in file") that will take BP identification data.
We need to add in the selection, data such as the marketing attributes and some other fields
Does anyone has faced the same problem ?
How can i add some fields to the that cna be seen in the export target group
RGDS

You can use the BADI CRM_MKTTG_SEG_MEM_EX. You set the name of your own structure (defined in the data dictionary) for export in method GET_TG_MEMBER_STRUCTURE and fill this structure in the method SELECT_TG_MEMBER_DETAILS.
See the standard implementation CRM_MKTTG_SEG_MEM_RF for an example.
Prakash
Don't forget to award points if this helps.

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

View logs of the segment builder

Hi,
Does anyone knows how to see in detail the logs generated in the segment builder.
Thanks,
TPT

Gregor, thank you very much for your response...
I still have one more question... If with this functionality I can specify if my attributs will be concatenated as "and" or "or".... Why do I need the function "Merge" or "Split"?
When using the buttons mentioned before, it is not so clear to visualise under which premise the attributes are being concancatenated.
I also have one more question...what is the difference between a profile that has not been built and one that has. For example, I know that one can assign to a campaign a profile that has not been built.
Best regards,
Nuno

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

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

OR Functionality in Segment Builder

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