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.

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Segment Builder create filter

Within the Segment Builder (Refine button in Target Groups) you have the possibility to create a filter on attribute sets. The From field where you should choose the attributes is not a search field. Does anyone know how you can get this search field available?

According to the course CR600 it is not possible to create filters.

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

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>

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

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

URGENT | Need HELP to build programmatic view criteria

Hi
I need to build programatic view criteria like below,
((JobId = "SH_CLERK" AND Salary > 2500) OR ( Salary > 2500))
AND (DepartmentId =100)
Kindly help how can we achieve this,
The ViewCriteriaItem objects like below, how to link them to achieve like above statement.
ViewObjectImpl empVOImpl = getEmployeesView1();
ViewCriteria vc = empVOImpl.createViewCriteria();
ViewCriteriaRow vcr = vc.createViewCriteriaRow();
//criteria for employee id
ViewCriteriaItem vci1 = vcr.ensureCriteriaItem("JobId");
vci1.setValue("SH_CLERK");
//criteria for showing employees whose salary are more than 10000
ViewCriteriaItem vci2 = vcr.ensureCriteriaItem("Salary");
vci2.setOperator(">");
vci2.setValue(new Number(2500));
//criteria for department
ViewCriteriaItem vci3 = vcr.ensureCriteriaItem("DepartmentId");
vci3.setOperator("=");
vci3.setValue(new Number(100));
vc.addElement(vcr);
empVOImpl.applyViewCriteria(vc);
- Rajesha
Edited by: user12820425 on May 15, 2013 10:18 AM

Hi Rajesha,
You can follow below steps.
1)Create VOImpl for VO on which you have query based.
2)Remove Column(eg.JobId) from standard Default ViewCriteria
3)In VOImpl create method to Create View custom Criteria, Add element
public ViewCriteria addCustomVC(){
            ViewCriteria vc = null;
            vc = this.createViewCriteria();
            vc.setName("customVC");
        ViewCriteriaRow vcRow = vc.createViewCriteriaRow();
        vcRow.setConjunction(ViewCriteriaRow.VC_CONJ_AND);
        if(getJobId() != null){
            vcRow.setAttribute("JobId", "' job_id = "+getJobId()+"'");
        }else {
            vcRow.setAttribute("JobId",null);
        vc.addElement(vcRow);
return vc;
}4)Override standard method public String getCriteriaItemClause to exclude above columns
    @Override
    public String getCriteriaItemClause(ViewCriteriaItem viewCriteriaItem) {
        //JobId
        if( "JobId".equals(viewCriteriaItem.getName()) ) {
            return (String) viewCriteriaItem.getValue();
        }else{
            return super.getCriteriaItemClause(viewCriteriaItem);
    }5)Override public void executeQuery() method to add custom view criteria
@Override
    public void executeQuery()
            applyViewCriteria(addCustomVC(), true);
            super.executeQuery();
            removeApplyViewCriteriaName("customVC");
    }Thanks,
Jit

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

Enhance output of Target Group in segment builder

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

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

Problem in Segment Builder

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

hey kedar
what i suggested as alternative is actually the standard way to achieve the segmentation
and the another method which u havent tried was sort of alternative which u use when u have BW running with CRM
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best regards
ashish
Hi Ashish,
Thanks a lot for the answers.
As of now in our system, we would be using only the standard way.
Currently, we would not go ahead with the concept of using BW queries for segmentation.
I will come back to you for support when we decide to change our approach.
Thanks and Best Regards,
Kedar

Custom Components and Properties in Flex Builder Design View

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Hello!
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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.
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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
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Anyone have any suggestions?

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

Segment builder - Refine view

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