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Function documentationRetrieval of Planning Data Without Master Data Activation

 

When setting up your accrual calculation models you can avoid having to activate marketing element master data by setting up data retrieval accordingly.

This is useful for scenario planning calculations, since it provides the end user with an immediate calculation.

The DataStore object for the calculation results should contain all important attributes that are required for reporting. These results can therefore also be determined without activating the marketing element master data.

Activities

The set up of the master data activation is performed as follows:

  1. Set up an InfoSet for all required attributes on the marketing element InfoObject 0CRM_MKTELM. Activate the function Most Recent Reporting under Start of the navigation path Goto Next navigation step Global Settings End of the navigation path. This means that this InfoSet is used to read the current values, including values that have not yet been activated.

  2. Create a query to read the planning data from the strategic InfoCube. The query should not use any attributes of the marketing element. Any filter conditions for attributes are entered outside of the query. As with all queries that are based on SEM strategic InfoCubes, the special variable for the request ID named 0S_RQMRC “Most Current Data” also needs to be used here.

  3. You then join these two data sources together using the Analysis Process Designer (APD) functions. To do this, use the “Join” transformation.

  4. Within the join transformation you connect the marketing element from the strategic InfoCube with the marketing element from the InfoSet. You take attributes, such as the required time, from the InfoSet. Any possible conditions for attributes, such as status information, for example, can be taken care of with the filter symbol.