In the KPI modeler, you can use the GeneralStatus
field from the virtual data model (VDM) to filter CRM objects, based on the user status. The VDM returns the data for GeneralStatus
as a combination of the user status ID and the status profile ID.
Here is an example of acquiring the value of GeneralStatus
for opportunities (this value must be provided in the KPI modeler):
Run the CRM_STACOM_ATTR_FILL
report to acquire status-related data in the following tables (this is a prerequisite for viewing analytical data based on status):
CRM_STACOM_ATTR
CRM_STACOM_TEXT
In the CRM_STACOM_TEXT
table, provide the following values for the corresponding fields:
SPARS
: EN
REPORT_AREA
: Specify the report area (for example, OPPORTUNITIES
)
Based on the status text, copy the value of STATUS_COMMON
as follows:
Open
: M0001CRMOPPCP
In Process
: M0002CRMOPPOR
Pass the values of STATUS_COMMON
(for example, M0001CRMOPPCP
and M0002CRMOPPOR
) to the GeneralStatus
field in the KPI modeler, to get the open and in-process opportunities.
To verify the value of GeneralStatus
of opportunities, for the user status OPEN
(based on the system status) follow these steps:
Go to Customizing for Customer Relationship Management
under .
Double-click on the status profile CRMOPPOR
.
Copy the value in the Trans.
column that corresponds to the status OPEN
.
From the Environment
menu, choose Transactions
.
Search for the transaction that you have copied (in this case OPEN
). The system locates the transaction.
Double-click on the transaction to go to the Transactions: Display Follow-Up Actions
screen.
Locate the system status marked with the Set
radio button. This confirms that the user status OPEN
is mapped to the system status Open
, I1002
.
Go back to the Change Status Profile: User Status
screen and check the status number of OPEN
, in this case 1
. This means that the value of the status number is E0001
, in the corresponding database table.
Select and copy the short text of OPEN
, in this case Open
.
Open transaction SE11
.
Enter CRM_STACOM_TEXT
as the database table and choose Display
.
Choose Contents
.
Execute a search with the following criteria:
SPRAS
: EN
REPORT_AREA
: Opportunities
STAT_TEXT
: Open
Check the value of STATUS_COMMON
, in this case M0001CRMOPPCP
.
Open transaction SE11
.
Enter CRM_STACOM_ATTR
as the database table and choose Display
.
Choose Contents
. For a given combination of status profile (CRMOPPOR
or CRMOPPCP
) and user status (E0001
(Open
), the user must get the same value for STATUS_COMMON
, in this case M0001CRMOPPCP
.
Execute a search with the following criteria:
USER_STAT_PROC
: CRMOPPOR
and CRMOPPCP
, using the multiple selection option
REPORT_AREA
: Opportunities
STAT
: E0001
Check the value of STATUS_COMMON
, in this case M0001CRMOPPCP
.
You must use this value of STATUS_COMMON
, in this case M0001CRMOPPCP
, for the GeneralStatus
VDM field.
Note
To get the correct combination of the general status, the administrator must run the CRM_STACOM_ATTR_FILL
report whenever changes are made to the status profile or the user status.