Show TOC

Function documentationFilter Search

 

You can use the filter search function available with the integrated marketing calendar.

Prerequisites

  1. To configure the filter search, complete the following Customizing activities in Customizing for Customer Relationship Management under Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Integrated Marketing Calendar End of the navigation path.

    • Define Filter Search Tiles

    • Define Time Periods

      You can define the time period for the following:

      • Time period restriction for all searches. That is, any search you perform (whether by entering search criteria or not) has to fall within this time period.

      • Default time period for blank searches, which the system uses when you perform an advanced search without entering any search criteria.

      • Display offset, which is an extra time period displayed in the graphical display area – before the start date of the first marketing project and after the end date of the last marketing project. You cannot scroll beyond the specified display offset.

    • Settings for Clusters

    • Define Role Settings

      Recommendation Recommendation

      If you have a large product or account hierarchy tree, we recommend that you set a minimum level of expansion of the hierarchy tree. To do this, select the business role for which you want to configure the filter search and choose Assign Filter Search Tiles. Select the product or account filter search tile and enter a minimum level of expansion, for example, one or two levels only.

      If you need to display an entire large product or account, to disable the filter search, select the business role for which you want to disable the filter search and enter Advanced Search as the default search option.

      End of the recommendation.

    • Enhancements (To implement the necessary Business Add-Ins)

  2. If you have a large account hierarchy tree, you have defined the type of account hierarchy that can be displayed in the filter search for each business role. To do this, for the authorization object CRM_BUHI, in the HIER_TYPE authorization field, enter the account hierarchy type that you want to display. For more information, see Roles and Authorizations.

  3. If you have a large product or account hierarchy tree, you have changed the UI configuration to allow users to display only a sub-tree from a product or account hierarchy. To do this, add the Root Node of Account Hierarchy and Root Node of Product Category Hierarchy fields in the UI configuration of the view MKTCALENDAR_NEW/PersonalizationView. For more information, see Form Views.

Features

The filter search area consists of marketing project clusters, filter search tiles, and the filter search entries for each tile. These entries act as additional classification criteria that system should consider (in terms of excluding or including information), before displaying a search result. Together, clusters and tiles serve as a highly flexible search tool that allow search results to be as broad or narrow as you want.

In the filter search area, you can perform searches with the following:

  • Marketing project clusters

    Clusters form the basis of the filter search. When you select a particular marketing project type under a cluster, and then click a filter search tile to select entries there, the system first looks for marketing project of the type you have selected. The system then applies the filter search tile criteria only to the required types, before displaying the search result. Thus making the search faster and more efficient.

  • Filter search tiles

    • The availability of filter search tiles depends on your business role and Customizing settings. Click a tile to see the filter search tile entries you can select.

      • Time: Time periods from a calendar year or a fiscal year variant.

      • Accounts: Account hierarchies from the account hierarchy nodes you are authorized to see. The target group is available if a corresponding value is maintained in the working context.

      • Products: Product hierarchies from product hierarchy nodes you are authorized to see, and product groups maintained within the working context.

      • Agreements: Agreements of an employee responsible.

      • Marketing Plan: Marketing plans you are authorized to see.

    • You can add or hide filter search tiles via personalization.

  • You can display search results in the main calendar, or split calendar. Two display areas allow you to compare and contrast information visually. For example, you can compare this year's net revenue of a long term promotion with the net revenue derived from the same promotion last year.

  • You can display information about the currently selected filter search criteria at any time. Click Filter Summary.

  • You can save multiple filter values and set one of the saved filter searches as default when opening the calendar via personalization. That way you have an already formatted search ready when you open the calendar.

Specifics for Trade Promotion

For trade promotion business roles, a trade spend level is available in the hierarchy (in addition to types and objects). You define trade spends for trade promotion types, in Customizing for Customer Relationship Management under Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Next navigation step Integrated Marketing Calendar Next navigation step Define Trade Spends End of the navigation path.

You can also use the working context with both the advanced and filter search functions, to provide default values when you perform searches. You can use this for example, when you work with certain products and accounts more frequently, and do not want to set the same attributes every time.

Activities

To start filter search, select the required marketing projects under Marketing Project Clusters. You have to select at least one entry in the marketing project clusters area to be able to display a search result in the graphical display area. That is, just selecting one of the filter search tiles is not sufficient.

To select the required filter search tile entries, click a filter search tile. A tick-mark on a tile indicates that you have selected entries for that filter search tile.

For information about the marketing project categories that apply to each filter search tile, see Customizing documentation for Define Filter Search Tiles. For example, the Accounts filter search tile does not apply to campaigns – since campaigns do not have an account.

To display search results in the main calendar, click Search. To display results in the split calendar area, click Search in Split Calendar.

More Information

Example: Filter Search

Searches in the Calendar

Working with the Calendar