Create data sources

When creating the data sources, you define where the attributes for your attribute lists come from (attribute set, SAP NetWeaver Business Warehouse (BW) Cube, InfoSet, external list management, CSV file import). If you have data sources of the origin type InfoSet and are using a data reading program, you need to define whether the filters of an attribute are linked with AND or OR within an attribute and across all attributes. Filters that are mutually dependent require an InfoSet that always links the individual attributes with AND. In the standard delivery, no filter dependencies are defined.

For classic segmentation, the following origin types are possible for data sources:

For segmentation with high data volume (TREX), the following origin types are possible for data sources:

With data sources for high data volume (TREX), you also have the option of summating key figures. For more information, see Summating Key Figures in Data Sources (TREX).

For segmentation with high data volume (BWA), the following origin types are possible for data sources:

Create attribute lists

Choose a name and a usage for the attribute list.

Attribute lists that you want to use for segmentation with high data volume must have the category High Volume Segmentation.

For more information about usages and usage categories, see Customizing for Customer Relationship Management, under  Marketing Segmentation General Settings Define Usage for Segments .

Assign data sources to attribute list

After saving your attribute list, you can assign the required data sources. To select multiple data sources, press and hold down the Shift or Ctrl key on your keyboard when selecting with the mouse. You can add as many data sources to an attribute list as you require. Open each data source and select the attributes 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 Select All Attributes from the context menu.

Activate attributes

Select the attributes that you need for your attribute list.

Define filter for attributes

Place the cursor over the relevant attribute and choose Create Filter. Enter the filter criterion and a description for the filter. Depending on the type of attribute, you can either select from predefined values or enter your own values.

Activate TREX fast find for filters

By selecting the TREX Index checkbox, you can define that TREX fast find is used to determine the distribution for this attribute value.

The attribute data is then loaded to SAP NetWeaver Search and Classification (TREX). The system reads the distribution of attribute values to the business partners from the TREX index; the distribution does not have to be recalculated each time you start a count.

You can define the TREX index refresh frequency according to your requirements. To manually start the initial data transfer, choose Refresh TREX. You should schedule value distribution updates in a background job. You can find the date of the last update in the attribute properties.

For more information, see TREX Fast Find for Attribute Distribution in Segmentation.

Change attribute properties

You can change the attribute description, type, or how the attribute is displayed in segmentation, for example. For attributes deriving from BW InfoCubes or from InfoSets, you can also add filter conditions with values that should be valid for the key figure to be read. In the attribute context menu, choose Edit 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".

Under Properties, you can specify an update interval for your attributes. This enables you to store the determined attribute distributions in a cache for a freely definable period of time, thus improving performance. Note that you have to schedule the report CRM_MKTTG_CACHE_UPDATE for this, as a periodic job (transaction SM36). For more information, see Customizing for Customer Relationship Management at  Marketing Segmentation Classic Segmentation Configure Caching for Attributes .

If you have also installed SAP NetWeaver Search and Classification (TREX), and activated the fast find for the attribute, specify the Update Interval in days. In this case, you must schedule the report CRM_MKTTG_TREX_UPDATE as a periodic job.