activity analsys

SAP BW 7.0

July 2006

English

B73: CRM Activities Analysis

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices CRM Activities Analysis: Configuration Guide

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Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, Transaction Codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

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EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Content

CRM Activities Analysis.................................................................................................................. 5

1. Use................................................................................................................................ 5

2. Prerequisites.................................................................................................................. 8

3. Configuration................................................................................................................. 8

3.1 Activating Business Content..........................................................................................8

3.1.1 Assigning Source System for Business Content Activation...................................8

3.1.2 Activating Business Content: DataStore Object....................................................9

3.1.3 Activating Business Content: InfoCube...............................................................10

3.1.4 Activating Business Content: Queries.................................................................11

3.2 Loading Transaction Data (SAP BI).............................................................................11

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CRM Activities AnalysisThe CRM Activities Analysis Building Block describes the all the required activities for the activation of InfoCube 0CSAL_C01 - CRM Activities.

1. UseThe building block CRM Activities Analysis describes all the required activities to analyze the CRM Activities data from SAP CRM in SAP Business Information Warehouse.

The analysis is carried out with the queries of the InfoCube 0CSAL_C01 – Activities (SAP BI Business Content).

The InfoCube for activities in CRM provides the data basis for evaluating business activities undertaken by your employees. It provides you with information about how much time is being spent on contacting the customer, whether customers actively seek out contact with your company and how intensively your employees look after your customers. It delivers data for queries such as:

Intensity of customer care

Activity/passivity analysis

Success/failure analysis

CharacteristicsInfoObject Description

0BBP_PURGRP Purchasing group

0BBP_PURORG Purchasing organization

0BP_ACTIVIT Business activity partner

0BP_CONTPER Contact partner

0CRMPU_OG_R Responsible organizational unit in purchasing

0CRMSA_OG_R Responsible organizational unit in sales

0CRMSE_OG_R Responsible organizational unit in service

0CRM_ACFR Actual date from

0CRM_ACTO Actual date to

0CRM_CAT Category

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0CRM_DIRECT Direction

0CRM_MKTELM CRM Marketing element (Campaigns and Marketing plans)

0CRM_OBJECT Goal

0CRM_OPPGUI Opportunity GUID

0CRM_PLFR Plan date from

0CRM_PLTO Plan date to

0CRM_PRIO_A Priority

0CRM_RCA Current catalog reasons

0CRM_RCO Current code reasons

0CRM_RG Current code group reasons

0CRM_RSN_CO Activity reason (code)

0CRM_RSN_GR Activity reason (code group)

0CRM_RSN_TY Activity reason (catalog)

0CRM_SALORG Sales organization CRM

0CRM_SYSTA3 Extract from system status

0DISTR_CHAN Distribution channel

0DIVISION Divison

0VERSION Version

0VTYPE Value type for Reporting

0CRM_SRVORG Service organization CRM

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0CRMSRVTGRP Leading service organization CRM

0CRM_SALGRP Purchasing group CRM

0CRM_SALOFF Sales office CRM

0CRM_STSMA Status profile

0CRM_USSTAT User status

0BP_RESPPER Owner

0BP_EMPLO Employee responsible

Key FiguresInfoObject Description

0CRM_ACFR_K Actual date from

0CRM_ACTO_K Actual date to

0CRM_DUR Total duration in minutes

0CRM_DURFTF Face-to-face duration in minutes

0CRM_NO_ACT Number of activities

0CRM_PLFR_K Plan date from

0CRM_PLTO_K Plan date to

Time CharacteristicsInfoObject Description

0CALDAY Calendar day

0CALMONTH Calendar year / month

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0CALQUARTER Calendar year / quarter

0CALWEEK Calendar year / week

0CALYEAR Calendar year

2. PrerequisitesBefore starting activities in this building block, you need to perform or check the following steps:

1. From the BI Connectivity building block the following activities have to be completed:

a. Local Settings è SAP CRM: All activities have to be completed.

b. Local Settings è SAP BI: All activities have to be completed.

c. Cross Connectivity è Connecting SAP BI with SAP ERP, SAP CRM, SAP SRM: Connect your CRM system.

2. From the General Settings for BI Integration building block the following activities have to be completed:

a. In section General Settings in CRM: All activities have to be completed.

b. In section General BI Settings: All activities have to be completed.

3. Configuration31 Activating Business Content

3.1.1 Assigning Source System for Business Content Activation

Carry out the following steps in SAP BI.

UseWhen you activate Business Content, DataSources from source systems are assigned to InfoSources in BI. If you do not select a source system, all source systems are automatically assigned. If you have several source systems this may take a lot of time because transfer rules have to be activated for each DataSource from each source system. However an assignment of a DataSource to an InfoSource may not be necessary for all existing Source systems.Assign only the source systems you need to load data from for the Business Content Objects that you are going to activate.You can subsequently change the selection you made.

The assignment of source systems is only relevant for transfer rules, DataSources and InfoPackages. If there is more than one source system, only those objects assigned to the specified source system are collected for the transfer. Objects that have not been assigned to the specified source systems are ignored.

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Procedure1. To assign the required source system for business content activation, choose

SAP BI Menu Modeling Data Warehousing Workbench: Business Content

Transaction Code RSORBCT

2. On the Data Warehousing Workbench: Business Content view from the menu choose Edit ® Source System Assignment.

3. On the Choose source system by default? dialog box, in the column Default assignment, select the required source systems that you want to use as DataSources.

4. Choose Continue.

If you want to continue with the next activity, do not leave the transaction.

3.1.2 Activating Business Content: DataStore ObjectCarry out the following steps in SAP BI.

Procedure1. To activate Business Content: DataStore objects, choose:



2. On the Data Warehousing Workbench: Business Content screen:

a. At the top of the right frame, choose Grouping and select In Data Flow Before.

b. At the top of the right frame, choose Collection mode and select Collect Automatically.

c. In the left frame, select Object types.

d. In the middle frame, expand DataStore object and double-click Select Objects.

3. In the Input help for Metadata dialog box.

a. Select the DataStore object 0SAL_DS01 (Activitiy).

b. Choose Transfer selections.

c. If the Remote Activation in the Source System… dialog box occurs, choose Yes and log on to the source system.

d. If a dialog box Exceeded runtime when collecting objects appears choose Continue.

4. At the top of the right frame, choose Install and select Install in Background.

5. In the Install business content in the Background dialog box, choose Yes.

6. In the Information dialog box, note the Job number and choose Continue.


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ResultYou have started a background job in order to activate the Business Content. Check the status of the background job using transaction SM37.

Make sure that the current job has finished successfully before you proceed on with the activation of further objects.

3.1.3 Activating Business Content: InfoCubeCarry out the following steps in SAP BI.

Procedure1. To activate Business Content: InfoCubes, choose:




a. At the top of the right frame, choose Grouping and select In Data Flow Before.



d. In the middle frame, expand InfoCube and double-click Select Objects.

3. In the Input help for Metadata dialog box:

a. Select the following InfoCube:

0CSAL_C01 CRM Activities

b. Choose Transfer selections.

c. If the Remote Activation in the Source System… dialog box occurs, choose Yes and log on to the source system.


5. On the Install business content in the Background dialog box, choose Yes.

6. On the Information dialog box, note the Job number and choose Continue.


ResultYou have started a background job in order to activate the Business Content. Check the status of the background job using transaction SM37.

Make sure that the current job has finished successfully before you proceed on with the activation of further objects.

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3.1.4 Activating Business Content: QueriesCarryout the following steps in SAP BI.

UseYou activate the required queries of the business content.

Procedure1. To activate Business Content: Queries, choose:



Then carry out the following steps:


a. At the top of the right frame, choose Grouping and select Only Necessary Objects.



d. In the middle frame, expand Query elements, expand Query and double-click Select Objects.

3. In the Selection of query objects dialog box expand Customer Relationship Management (0CRM) CRM Analytics Cross-Scenario Analyses (0CRM_CA) Activity Analysis (0CRM_SALES_A) Activities (0CSAL_C01).

4. Select all the queries underneath the InfoCube 0CSAL_C01.

a. Choose Transfer selections.

b. If a dialog box Exceeded runtime when collecting objects appears choose Continue.


6. On the Install Business Content in the Background dialog box choose Yes.

7. On the Prompt for transportable Workbench request dialog box, choose or create a request number and Enter.

8. Note the Job number on the Information dialog box and choose Enter.

ResultYou have started a background job for activating the Queries. When the job finishes successfully, the selected queries are active. Check the status of the background job using transaction SM37.

32 Loading Transaction Data (SAP BI)

Procedure1. To load transaction data, choose:

SAP BI Menu Modeling Data Warehousing Workbench: Modeling

Transaction Code RSA1

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2. On the Data Warehousing Workbench: Modeling view choose InfoSources.

3. Look for the InfoSource 0CRM_SALES_ACT_1.

4. Open the InfoSource tree until you reach the DataSource level (deepest level).

5. From the context menu choose Create InfoPackage.

6. In the Create InfoPackage dialog box make the following entries:

Field Entry

InfoPackage description Enter a description

a. Select the DataSource.

b. Choose Save.

3. On the Scheduler (Maintain InfoPackage) view

a. choose the Processing tab and make the following entries:

Field Entry

PSA and then into data targets (packet by packet)

X

b. Choose the Data Targets tab and make the following entries:

Field Entry

Update in all data targets for which active rules exist

X

c. Choose the Update tab. Here you have the following options for the update mode:

Update Mode Description

Full Update A full update requests all data that corresponds to the selection criteria you determined in the Scheduler. If you load data the first time and you want to load all existing data into BI, choose update mode Full update

Delta Update A delta update only requests data which has appeared since the last loading of data from the DataSource. Choose this update mode for periodic upload of transaction data.

A delta update is only possible for loading from SAP source systems.Before you can request a delta update, you must first initialize the delta process (see next table row).

Initialize delta process

Actually this is an indicator for the source system that from now on only newly created or changes/deletions of

To request deltas, you need to have initialized the delta process.

The delta process is initialized when a data loading request with update mode Initialize delta process has been executed successfully. Then it has the status green in the Data Warehousing Workbench monitor.

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transaction data are to be transferred to SAP BI.

If there is no data found in the source system the request remains with status amber!To make sure that the request is executed successfully even if there is no data yet in the source system select the checkbox Initialize Without Data Transfer!

d. Choose the appropriate update mode. We recommend to select also the Always update data, even if no master data exists for the data button.

The update mode refers only to the data that meet the selection criteria that you insert on the Data Selection tab.

e. Choose the Schedule tab and make the following entries:

Field Entry

Start data load immediately

X

f. Choose Start (Execute).

For testing purposes start the job immediately.In productive BI systems you should start the job later in the background.

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