Creating an Attribute List 

Use

Attribute lists are required for modeling of profiles within the Segment Builder.

Prerequisites

The settings you require will vary according to the data source in question. To create attribute lists containing data from all data sources, you will need to have:

·        Created attribute sets in CRM Marketing. For more information, see Creating an Attribute Set.

·        Created an InfoSet query.

·        Created a BW report in a BW system. You can do this using the Business Explorer Analyzer.

·        Created an address list in External List Management

Procedure

From the Customer Relationship Management menu, choose Marketing ® Segmentation of Business Partners ® Marketing Segments ® Maintain Data Sources for Segment Builder.

Data Source Assistant

The data source assistant takes you step by step through the process of creating data sources or attribute lists.  To access the assistant, choose the  icon from the menu bar. The following overview of the procedure should however still be perused, especially the hints regarding creating filters, changing attribute properties, and the use of pictograms.

Creating a Data Source

1.       Choose  Create Data Source.

2.       Enter the relevant Origin type (attribute set, Business Warehouse Cube, InfoSet, External List Management) and the other required data and choose  Save.

3.       Choose  or  to revert to the locator and the initial screen.

Creating an Attribute List

1.       Choose  Create Attribute List and enter a description, segment category, and segment type for the attribute list.
For more information on segment types and segment categories, see the Implementation Guide under Customer Relationship Management ® Marketing ® Segment Builder ® Define Segment Types.

2.       Choose  Save.

3.       Choose Assign Data Source and select the relevant data source(s).

To select multiple data sources, press and hold down the Shift or Ctrl key on your keyboard when selecting with the mouse. You can assign as many data sources to an attribute list as you require (see under Prerequisites above).

4.       Open up each data source and select those attribute(s) that you want to include in the list. To select all attributes for a given data source, place your cursor on the data source and choose .

5.       To view the properties of a data source within an attribute list, place your cursor on the data source and choose . The system displays the dialog box Data Source Properties showing technical information including the origin type.

Creating filters

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       1.      To create a filter for an attribute, place your cursor on the attribute and choose  Create Filter.

       2.      Enter the criterion to apply to and a description for the filter.  Depending on the type of attribute, you will either select from predefined values or enter your own values.

In the Segment Builder, distribution of business partners across all the attribute values for a given attribute can only be displayed if all these attribute values have been selected and the attribute activated in the list. If, for example, you were to select only the attribute value "Single" for the attribute "Marital status", the Segment Builder could display the number of business partners matching this criteria, but not the number matching the other values for this attribute (divorced, married, widowed, and so on). You cannot select an attribute value "Other" for the remaining values, but must specify each value in turn.  Alternatively, you could build an "Other" value using an InfoSet query.

       3.      If you have set more than one filter value for an attribute, you can switch the order of these filter values by using the  and  icons.

       4.      To view filter properties, place your cursor on the filter value and choose .

Using pictograms

In addition to the standard display forms (bar chart, pie chart, and so on) for displaying the distribution of attribute values, you can also display these values in the Segment Builder using pictograms. You assign these pictograms to the filters defined for an attribute. To do so, proceed as follows:

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       1.      On the Create Filter dialog box, choose Assign Pictogram.

       2.      Select the relevant pictogram from the list and choose Enter.

       3.      Repeat this procedure for all the filter values defined for a given attribute. If you do not assign a pictogram to a given filter, a default pictogram will be used.

       4.      For this attribute, select an attribute type to which the display type "pictogram" is assigned. For more information on this assignment, see the Customizing activity Assign Attribute Types to Display Types.

The pictograms themselves must first be imported into the Mime Repository using the Object Browser. This procedure is explained in OSS note 0451582.

Changing attribute properties

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       1.      To view and if necessary change the properties of an attribute within a list, place your cursor on the attribute and choose .
The system displays the Attribute Properties dialog box.

       2.      You can change the description of the attribute and the attribute type, that is, the way in which the attribute is represented in the Segment Builder (pie chart, bar chart, and so on).

For attributes deriving from Business Warehouse cubes or from InfoSets, you can also add filter conditions that specify the values to apply for the key figure to be read. In the attribute context menu, choose Filter conditions and enter the variable name and the corresponding values that you want to apply. For example, you could specify a certain period and sales office for the key figure "turnover".

       3.      In Properties, you can also select an update cycle for your attributes, which makes it possible to store the determined attribute distributions in a cache for a freely-definable period of time, thus improving performance. For more information, see the IMG documentation under Customer Relationship Management ® Marketing ® Segment Builder ® Configure Caching for Attributes.

Segment Builder

Choose  to view the attribute list as it will appear in the Segment Builder. Ensure that the attributes in the attribute list appear in a logical order.