Creating an InfoCube for Marketing Attributes
To use this function, you must activate the business function Segmentation of BW Data Using Business Warehouse Accelerator (CRM_MKT_SEG_BWA
).
If you also want to include CRM marketing attributes in attribute lists with the category High Volume Segmentation (BWA)
, you must first extract the business partner-specific attribute values of the CRM marketing attributes to an SAP NetWeaver BW InfoCube. Then enter the name of the InfoCube, and the individual fields within it, in SAP CRM Customizing.
Note
To create an InfoCube for marketing attributes, you must be familiar with the SAP NetWeaver BW administrator workbench, especially the data warehousing workbench. For more information, see the documentation for SAP NetWeaver BW under Data Warehousing.
Note
SAP CRM works with marketing attributes, whereas SAP NetWeaver BW contains characteristics.
In SAP NetWeaver BW in the staging area of the data warehousing workbench (transaction RSA1
), you have activated the BW content for the marketing attributes, and filled the DataStore object (DSO) 0ATR_DS01
with it.
For more information, see Business Partner Marketing Attributes.
In SAP NetWeaver BW, you have put the setting for floating point numbers to DOUBLE so that marketing attributes with floating point numbers, especially dates and times, are displayed correctly.
You find this setting in SAP NetWeaver BW Accelerator Monitor (transaction RSDDBIAMON
). In the menu, select . Choose the tab page System Settings
, and for the object FLOAT
, enter the value DOUBLE.
In the data warehousing workbench, create a new InfoObject with the type Key Figure
and the following key figures (transaction RSD1
):
Internal Value From
: 0MKTATFLV
(already available in the system)
Internal Value To
: 0MKTATFLB
(already available in the system)
A key figure of data type Integer
with the values 0
and 1
, to show whether a characteristic is valid or invalid (example name: ZKYF_FLAG
)
Activate the InfoObject.
For more information, see InfoObject and Creating InfoObjects: Key Figures.
In an InfoArea, create a new default InfoCube that saves data only in SAP NetWeaver BW Accelerator (BWA) (InfoCube stores its data in the BIA only
). Leave the dimensions Time
and Unit
empty.
For more information, see InfoCube and Creating InfoCubes.
Put the characteristic Business Partner
0BPARTNER
in the first dimension separately, and model this dimension as a line item with higher cardinality. For more information, see Line Item and High Cardinality.
Put the following characteristics in the second, and depending on the data volume, in further dimensions:
Characteristic name: 0MKTATNAM
Counter for multiple-value characteristics: 0MKTATZHL
0MKTATCOD
This characteristic is only available as of BI Content 7.36. If you work with older BI content versions, you must add it manually.
Put the following characteristics in a further dimension:
Characteristic value: 0MKTATWRT
Data type of characteristic: 0MKTATFOR
Number of decimal places: 0MKTANZDZ
Number of characters: 0MKTANZST
Put the key figures from step (1) (0MKTATFLV
, 0MKTATFLB
, and ZKYF_FLAG
) in the folder Key Figures
.
For the new InfoCube, create a transformation with source DataStore Object
0ATR_DS01
.
For more information, see Transformation and Creating Transformations.
If you have written units in your InfoCube, use the mouse to drag a connecting arrow so that 0MKTMSEHI
is updated to the characteristic for the units (example: ZCRM_UNIT
) in your InfoCube.
In the rule details for the key figure from step (1) with the example name ZKYF_FLAG
, specify the following source fields:
Key figure 0MKTATFLV
Key figure 0MKTATFLB
Characteristic 0MKTATFOR
(Data Type of Characteristic
)
Characteristic 0MKTATWRT
0RECORDMODE
Choose the rule type Routine
, where you replace RESULT = . in the transformation routine with the following code:
Syntax
* skip delete records +++++++++++++ IF source_fields-mktatfor = 'CHAR' AND source_fields-mktatwrt IS INITIAL. RAISE EXCEPTION TYPE cx_rsrout_skip_record. ELSEIF ( source_fields-mktatfor = 'DEC' OR source_fields-mktatfor = 'CURR' OR source_fields-mktatfor = 'TIMS' OR source_fields-mktatfor = 'DATS' ) AND source_fields-mktatflv IS INITIAL AND source_fields-mktatflb IS INITIAL. RAISE EXCEPTION TYPE cx_rsrout_skip_record. ELSE.* --------------------------- IF source_fields-recordmode = ' ' OR source_fields-recordmode = 'N'. result = 1. ELSEIF source_fields-recordmode = 'X'. result = -1. ELSE. RAISE EXCEPTION TYPE cx_rsrout_abort. ENDIF. ENDIF.Then choose Apply Values
, and activate the transformation.
Create a data transfer process, apply the standard settings, set the package size to 1, and activate the data transfer process. The package size must be 1 so that key figures are not aggregated unintentionally, which would lead to errors with key figures such as dates or time units.
For more information, see Data Transfer Process and Creating Data Transfer Processes.
Create a process chain to periodically trigger the data transfer process.
For more information, see Process Chain and Creating Process Chains.
You have created an InfoCube in SAP NetWeaver BW that is filled with the business partner-specific attribute values of your CRM marketing attributes, so that you can use these attribute values in BW segmentation. The InfoCube is regularly (for example, every night) filled with delta data, using the process chain.
Finally, you need to activate the usage of the new InfoCube in Customizing for SAP CRM (checkbox Use BW
), and enter the fields of the InfoCube, also in Customizing for Customer Relationship Management. You do this under .