Profile sets in Segment builder

Hi all,
In segment builder i am unbale to create the Profileset
can anybody suggest in this regard?
thanks in advance.
Regards,
mdv

I have done this before. Could you give more specifics as to which point the system gave you error or didn't allow you to go any further?
If you are just using the CRM table BUT000 as your data source then all you need to do first is to create your attribute list that contains all the attributes that you want to use for creating your target group. Without an attribute list you are not able to create filters.
Hope this helps.
Leon

Similar Messages

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

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

Segment Builder: Authorisation for Master Groups, Profile set & TargetGroup

Hi Gurus,
On Segment Builder, I've created Master Groups from Target Groups. How do I restrict certain users from accessing certain Master Groups or Target Groups or Profile sets?
Your help is much appreciated.
Thank you.
Regards,
Carol

Hi Monica,
did u find an answer for this query on Target groups
Please let me know
Thanks
Edmonds

Unable to see Target Groups, Profile Sets, Attributes, Attributes in Web UI

Hi Experts
We upgraded from CRM 5.0 TO New CRM 7.0
In segmentation,under normal segmentation on WEB UI could not see the Attribute lists,profile sets,Segments etc on the Graphical Modeler(Segmentation Builder)
We can see the same in backend GUI under Segmentation Builder (CRMD_MKTSEG)
Do we need to do any settings or configuration to view the same
Thanks
Raj
Edited by: RA_225 on Dec 7, 2009 5:42 PM
Edited by: RA_225 on Dec 7, 2009 6:13 PM

Raj
I am tempted to say java client issue. I say this because SAP support had the same issue with our system to resolve another issue and I believe they had to check local java settings. Also check what version of IE you are running.
Perhaps open a message to SAP to obtain java settings required to run segment builder applet as well as browser settings.
Chris

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

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

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 logic

Hello all,
I need some information of segment builder and hope you can assist me:
if I combine different attributes with AND / OR does the segment builder set brackets?
So if I choose attribute A or C and drag it to the profile and afterwards I combine it with D and E, does it work like (A or C) and (D and E) or like (A or C and D and E)?
Thanks for your help!
Regards Anne

Hi Anne,
To make the understanding more clear, let us take an example,
We have an attribute called Activity Channel which has two values FAX(A) and PHONE(C)
We have another attribute called Activity Priority which again has two values HIGH(D) and LOW(E)
- First you decide to combine attribute values of an attribute with OR:
Attribute Activity Channel: Select FAX(A) OR PHONE(C) => You select all Business Partners who like to use the Activity Channel FAX(A) or PHONE(C)
- Next you decide to combine attribute values of an attribute with AND
Attribute Activity Priority: Select HIGH(D) AND LOW(E) => You select all Business Partners with Activity Prioirty HIGH(D) and LOW(E)
- Next you do AND select across all attribute (Multiple Attributes)
You can now decide to combine attribute values from different attributes with AND. You would like to select all BP who uses the Activity channel (FAX(A) or PHONE(C)) AND Activity priority (HIGH(D) and LOW(E))=> You select all business partners who Activity channel by FAX(A) or PHONE(C) AND Activity Priority HIGH(D) and LOW(E).
so finally, the answer for your question is it works like this,
(FAX(A) OR PHONE(C)) AND (HIGH(D) AND LOW(E))
so it is (A OR C) AND (D AND E)
I hope this answers your query and makes it more clear.
regards
Srikantan

Profile set creation problem..

Hi,
I was trying to create profile set..but when I select attribute list from left, I am unable to expand data source ( attribute set & attribute ) & hence unable to drag to modelling area....don't know where did i mess up...?
Your guidance will be appreciated
Thanks in advance
Anil

Hi Deepak,
sorry. lemme tell you what z happening.
Everything is ok till maintaing data source for segment builder.attribute list is created with attribute set. i can see assigned attributes & these are filtered as well.basically in this section I can see my attribute set & expand these to see filtered attributes.no problem so far.
now coming to segment builder craete profile set, then camapign execution then camapign, new profile set is given a name.If i go left to attribute set & scroll to my attribute list I cannot see anything below attributes in component area. it seems nothing is being selected. i tried to save & see. no results.Obviously no drag/drop in staging area.
I know this is a very basic problem but i have nobody around me who i can sit with & sort out. I am just referring different materials & practising on my system.
If you can reply on anilbatra1athotmail.co.uk as i think i shouldn't waste everybody's precious time on such a basic operational issue.
Your prompt reply will be highly appreciated.
regards.
Anil

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

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>

CRM: using BW cubes in Segment Builder

Hello all,
I am trying to use BW Cubes as data sources in the CRM Segment Builder uisng transaction CRMD_MKTDS. For this purpose I set up RFC destinations and logical systems in both the BW and the CRM 5.0 system. In transaction SM59 the connection test works fine, as well as the remote login.
When I try to use the option "Business Warehouse Cube" in the data sources transaction and use the F4 help for the RFC destination, the system simply states "no values found".
Is there anything else I need to configure for this to work?
Thanks
Thomas

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

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.

Profile sets in Segment builder

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