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SAP Hybris Marketing 1.2 (1511)

January 2016

English

Settings for Marketing Insight (CEC)

SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices Settings for Marketing Insight (CEC): Configuration Guide

Copyright

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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.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

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

1 Purpose...............................................................................................................52 Preparation.........................................................................................................5

2.1 Prerequisites.......................................................................................................53 Configuration.......................................................................................................5

3.1 Programs for Marketing Insight...........................................................................53.1.1 Maintaining Data Model.......................................................................................53.1.2 Executing Update Program for Marketing Insight................................................6

3.2 Settings for KPIs.................................................................................................83.2.1 Defining Customer Loyalty Parameters...............................................................83.2.2 Defining Parameters for Customer Lifetime Value Calculation............................9

3.3 Settings for Margin Decomposition...................................................................103.3.1 Creating an RFC User (SAP ERP)....................................................................103.3.2 Creating RFC Destination to SAP ERP (in SAP Hybris Marketing)...................113.3.3 Registering RFC Destination to SAP ERP (in SAP Hybris Marketing)...............123.3.4 Creating and Maintaining Subgroups................................................................123.3.5 Assigning Condition Types to Main and Subgroup............................................13

3.4 Settings for Marketing Executive Dashboard....................................................143.4.1 Technical Configuration of Marketing Executive Dashboard.............................143.4.2 Setup for SAP Hybris Marketing Business Users..............................................153.4.3 Creation of SAP hybris Marketing Business Users............................................15

4 Appendix...........................................................................................................164.1 Defining Customer Satisfaction Survey Parameters.........................................164.2 Creating Customer KPIs...................................................................................18

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Settings for Marketing Insight

1 PurposeThe purpose of this document is to describe the configuration steps required to configure Marketing Insight, which is one of the solutions of SAP Hybris Marketing, as required for the SAP Hybris Marketing rapid-deployment solution.This document supplements the existing customizing documentation in the Implementation Guide (IMG) and provides additional information where required.

2 Preparation2.1 PrerequisitesBefore you start the implementation of this building block, install the prerequisite building blocks as specified in the prerequisite matrix of the rapid-deployment solution.

3 Configuration3.1 Programs for Marketing Insight3.1.1 Maintaining Data Model

UseThe CUAN_PRED_MODEL_UPD program must run once after installation and then on a regular basis as a background job, to ensure a proper data flow for the following analyses and calculations:

ABC classification for customers

Customer lifetime value

Customer churn rate

Customer loyalty

Customer satisfaction

For more information, see the SAP Hybris Marketing installation guide: http://help.sap.com/mkt ® Installation and Upgrade Information ® Installation Guide.

ProcedureInitial Run1. For the initial run, access the activity:

Transaction code SE38

SAP Menu Tools ® ABAP Workbench ® Development ® ABAP Editor

2. On the ABAP Editor: Initial Screen, enter Program: CUAN_PRED_MODEL_UPD.3. Choose Execute (F8).Setting Up Background Job1. To set up a regular background run, access the activity:

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http://help.sap.com/mkt


Transaction code SM36

SAP Menu Tools ® CCMS ® Background Processing ® Define Job

2. On the Define Background Job screen, choose Job wizard.3. On the Create a job dialog box, choose Continue.4. On the General job information screen, maintain the following values:

Field name Entry Value

Job Name <Enter a job name> for example, Job for CUAN_PRED_MODEL_UPD

Job Class Low priority

Job Status Scheduled

Target Server <Optional entry, you can leave this field empty.>

5. Choose Continue.6. On the Job definition: Job step screen, choose ABAP program step and Continue.7. On the ABAP program step screen, maintain the following values:


ABAP program name CUAN_PRED_MODEL_UPD

Variant <Leave empty>

Execution language EN

8. Choose Continue.9. On the Multi-step option screen, choose Continue without adding additional steps.10. On the Job definition: Start conditions screen, specify a start condition, for example,

Immediately.11. Choose Continue.12. On the Def. of start <immediately> screen, in the Periodic jobs screen area, choose the

Period option.13. Choose Continue.14. On the Period definition screen, choose the job periodicity, for example, Hourly.15. Choose Continue.16. On the Set job screen, check your entries and then choose Complete.

ResultThe system displays the success message Job <Job for CUAN_PRED_MODEL_UPD> saved with status: Released. The report will run automatically as specified in your job definition.

3.1.2 Executing Update Program for Marketing Insight

UseTo ensure a proper data flow for the Margin Decomposition component of SAP Hybris Marketing, the CUAN_CVI_LOAD_FMD_SD program needs to run once after installation and then on a regular basis as a background job. We recommend that you use the predefined program variant for this program, which will enable a program run on a weekly basis.

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For more information, see the SAP Hybris Marketing installation guide: http://help.sap.com/mkt ® Installation and Upgrade Information ® Installation Guide.

ProcedureInitial Run1. For the initial run, access the activity:

Transaction code SE38

SAP Menu Tools ® ABAP Workbench ® Development ® ABAP Editor

2. On the ABAP Editor: Initial Screen, enter Program: CUAN_CVI_LOAD_FMD_SD.

Access the program documentation by choosing Goto ® Documentation ® Display.

3. Choose Execute (F8).4. On the Cust. Engagement Intelligence: Update Program for Margin Decomposition

screen, choose Initial Update.5. Select a Date From in the past.6. Choose Execute (F8).Setting Up Job Run Frequency1. To set up a regular background run, access the activity:


SAP Menu Tools ® CCMS ® Background Processing ® Define Job

2. On the Define Background Job screen, choose Job wizard.3. In the Create a job dialog box, choose Continue.4. On the General job information screen, maintain the following values:


Job Name <Enter a job name> for example, Job for CUAN_CVI_LOAD_FMD_SD

Job Class Low priority

Job Status Scheduled

Target Server Optional entry, you can leave this field empty

5. Choose Continue.6. On the Job definition: Job step screen, choose ABAP program step and Continue.7. On the ABAP program step screen, maintain the following values:


ABAP program name CUAN_CVI_LOAD_FMD_SD

Variant SAP&DELTA_LOAD

Execution language EN

8. Choose Continue.9. On the Multi-step option screen, choose Continue without adding additional steps.10. On the Job definition: Start conditions screen, specify a start condition, for example,

Immediately.11. Choose Continue.

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12. On the Def. of start <immediately> screen, in the Periodic jobs screen area, choose the Period option.

13. Choose Continue.14. On the Period definition screen, choose the job periodicity, for example, Hourly.15. Choose Continue.16. On the Set job screen, check your entries and then choose Complete.

ResultThe system displays the success message Job <Job for CUAN_CVI_LOAD_FMD_SD> saved with status, Released. The report will run automatically as specified in your job definition.

3.2 Settings for KPIs3.2.1 Defining Customer Loyalty Parameters

UseThe customer loyalty key figure is one of the three key figures, which by default are available on the Z-axis of the Relationship Analysis - Sales.

In this activity you define parameters based on which the results for the customer loyalty key figure will be displayed. Most of the following steps are optional.

Before dealing with these Customizing activities please notice that you have to implement SAP Note 2164836, in order to display the customizing paths.

Remember that when upgrading to another release of SAP Hybris Marketing, your changes for SAP standard entries will be overwritten with the SAP default values.

Procedure1. Access the activity using the following navigation options:

Transaction code SPRO

IMG menu SAP Hybris Marketing ® Insight ® Settings for Relationship Analysis and Stratification ® Define Customer Loyalty Parameters

2. On the Change View “Define Customer Loyalty”: Overview screen, in the navigation bar, double-click Define Periods for Customer Loyalty and on the Information dialog box, choose Continue.

3. On the Change View “Define Periods for Customer Loyalty”: Overview screen, review the value of Minimum Value. If it does not fit your requirements, enter your own Minimum Value for a sales order that is to be taken into account for the customer loyalty calculation.

The minimum value refers to sales orders. If you enter, for example, 100, the system will only display customers for whom sales orders with a value of 100 <default currency> or more exist.

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4. In the navigation bar, double-click Define Customer Loyalty Status. On the Change View “Define Customer Loyalty Status”: Overview screen, review whether the SAP default settings fit your requirements. If that is not the case, update the following values:


Loyalty P. (Period) <Select either 12 or 36 Months as period, which will be used for calculating the customer loyalty.>

Minimum (Mn.) Orders <Enter how many orders a customer needs to have placed at minimum in order to reach a certain loyalty status.>

Maximum (Mx.) Orders <Enter how many orders a customer needs to have placed at maximum in order to reach a certain loyalty status.>

Channels <Optionally enter the minimum number of channels via which a customer needs to have placed sales orders in order to reach a certain loyalty status.>

Product (Prd.) Lines <Optionally enter the minimum number of product lines of which a customer needs to have ordered in order to reach a certain loyalty status.>

5. Save your settings.

3.2.2 Defining Parameters for Customer Lifetime Value Calculation

UseIn this activity you check whether the default parameters for the calculation of the customer lifetime value key figure meet your requirements. If not, you can create your own entries per relevant parameter.

For more information about Customer Lifetime Value, see http://help.sap.com/mkt ® SAP Hybris Marketing ® Application Help ® SAP Library ® SAP Hybris Marketing Worksets and Applications ® Data Management.® Background Information ®Customer Lifetime Value.



IMG menu SAP Hybris Marketing ® Insight ® Settings for Relationship Analysis and Stratification ®Define Parameters for Customer Lifetime Value Calculation

2. On the Change View “View for Customer Lifetime Value”: Overview screen, check whether the SAP default entries fit your requirements.

3. If you need to enter different values for one or more of the parameters, choose New Entries.

4. On the New Entries: Overview of Added Entries screen, enter the following values:

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Namespace Customer entry

Parameter <Select the relevant parameter>

Values <Enter a meaningful value>

Do not delete SAP standard entries. Entries defined as Customer entry take precedence over entries defined as SAP standard entry.

5. Repeat the above step per relevant parameter.6. Save your settings.

3.3 Settings for Margin Decomposition

3.3.1 Creating an RFC User (SAP ERP)

UseTo enable communication between SAP Hybris Marketing and SAP ERP, you have to create a Remote Function Call (RFC) user in the SAP ERP system.

Procedure1. In SAP ERP, access the activity using one of the following navigation options:

Transaction code SU01

SAP ERP menu Tools ® Administration ® User Maintenance ® Users

2. In the User field, enter RFCCEIUSER.3. Choose Create (F8).4. On the Maintain Users screen, maintain the following values:

Address

Last Name RFCCEIUSER

Logon Data

User Type Dialog

New Password <enter a password> for example, welcome

Repeat Password <repeat the password>

Defaults

Logon Language EN

Roles

Role<assign an RFC role that complies with your authorization concept>

5. Save your entries (Ctrl + S).

ResultYou have created an RFC user that can be used in an RFC destination pointing from your SAP Hybris Marketing system to your SAP ERP system.

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3.3.2 Creating RFC Destination to SAP ERP (in SAP Hybris Marketing)

UseIn your SAP Hybris Marketing system, you must create a Remote Function Call (RFC) destination to your relevant SAP ERP system so that you can maintain all settings for Margin Decomposition.

This activity is only relevant if this RFC destination does not yet exist.

Procedure1. Access the transaction using one of the following navigation options:


SAP Menu Tools ® Administration ® Administration ® Network ® RFC Destinations

2. Choose Create (F8).3. Enter the following data:

Field Entry

RFC Destination <SAP ERP system name>CLNT<client number>, for example, CVICLNT100

Connection Type 3 (Connection to ABAP System)

Description 1 <Enter a description>, for example, ERP System for CVI

4. Choose Enter.

Technical Settings

Load Balancing No

Target Host <Enter the target host of the SAP ERP system>

Instance No. <Enter the system number of the SAP ERP system>

Logon & Security

Language <Relevant language>, for example, EN

Client <Relevant client>, for example, 100

User RFCCEIUSER

Password welcome

Trust Relationship No

Status of Secure Protocol Inactive

5. Save (Ctrl + S) your RFC destination.6. You can now test your newly created RFC destination using the Connection Test button.

You can also test the RFC connection using the menu path Utilities ® Test. As test option you can choose Connection Test or Authorization Test. The connection test performs only a technical test (Host, IP Address) of the target system as the authorization test performs an invisible logon to the target system using the maintained user and password of the RFC destination.

Result

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You have successfully created the RFC destination to the SAP ERP system.

3.3.3 Registering RFC Destination to SAP ERP (in SAP Hybris Marketing)

UseYou must register the Remote Function Call (RFC) destination of your SAP ERP system so that you can maintain all settings for the margin decomposition activities.



IMG menu SAP Hybris Marketing ® Insight® Margin Decomposition ®Register RFC Destination to SAP ERP

2. On the Change View “RFC Destinations for Configuration”: Overview screen, choose New Entries.

3. Choose the relevant RFC destination for RFC Destination to SAP ERP Cust.4. Save your settings.

3.3.4 Creating and Maintaining Subgroups

UseIn this activity, you check whether the default subgroups and their assignments to main groups for margin decomposition meet your requirements. If that is not the case, you can change assignments or you create your own subgroups, which you can then assign to the available main groups.

You can find the main groups displayed as key figures in the Margin Decomposition chart of Marketing Insight. In addition, the following calculated key figures are displayed in this chart: Pocket Margin, Gross Margin, Invoices, and Revenue. Since these are calculated key figures, they are not available as main groups in this activity.

The subgroups defined in this activity are not displayed in the Margin Decomposition analysis of Marketing Insight, but only in the SAP Business Objects Discount Analysis report, which is delivered as optional component of this rapid-deployment solution.



IMG menu SAP Hybris Marketing ® Insight®Margin Decomposition ® Create and Maintain Subgroups

2. On the Change View “Create and Maintain Subgroups”: Overview screen, check whether the subgroups and their assignments to main groups meet your requirements.

3. If necessary, choose New Entries.4. Enter the following values:


Subgroup <Enter a new subgroup ID>

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Description <Enter a description of the new subgroup>

Short Text <Enter a short text for the new subgroup>

Main Group <Select the relevant main group>


3.3.5 Assigning Condition Types to Main and Subgroup

UseIn this activity you decide which condition types you use and require for reporting, and assign them to main groups and subgroups.

The condition types for this activity are replicated from SAP ERP.

Make sure that you have registered an RFC connection to your SAP ERP system in the Register RFC Destination to SAP ERP activity; otherwise you will not be able to access the Assign Condition Types to Main and Subgroup activity.



IMG menu SAP Hybris Marketing ® Insight ®Margin Decomposition ® Assign Condition Types to Main and Subgroup

2. If required, enter the Remote Logon data for the relevant ERP client (client, your user, password, logon language) and press ENTER.

3. On the Change View “Assign Condition Types to Main and Subgroups”: Overview screen, review whether the default entries provided by SAP meet your requirements.

These settings are delivered as examples only. You can delete all entries, which do not meet your requirements.

4. Adjust or delete those standard entries, which do not meet your requirements.5. To create new settings for your own condition types, choose New Entries.6. Maintain the following values:


Cond. Type <Select the relevant condition type>

Subgroup <Select the relevant subgroup>

Main Group <Select the relevant main group>

At minimum you need to have maintained assignments of subgroup and/or main group for the condition types Price (PR00 or your own key for price) and Internal price (VPRS or your own key for cost / internal price).


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3.4 Settings for Marketing Executive DashboardUseIn the Marketing Executive Dashboard you are provided with a range of KPI’s

In this activity you perform the settings based on which the Marketing Executive Dashboard will be displayed.

Prerequisites

Before proceeding with the further steps ensure the SAP Smart Business, executive edition has been installed as per the chapter 2.5 and 2.6 of the installation guide which is available under http://help.sap.cpm/sbee Installation and Upgrade Information ® Installation Guide ®Installation and Upgrade Guide ®Chapter 2.5 Installing SAP Smart Business, executive edition

Ignore the chapter 3.4.1 if Marketing Executive Dashboard was included while running the initial task list.

If it was not included please consider the below 4 SAP Notes before proceeding further:

2239385 - Missing Information in Marketing Executive Dashboard

2239486 - Changes to Marketing Planning Views

2239789 - Technical Configuration for CMO Dashboard fails

2246765 - CUAN_SETUP_CMO_DASHBOARD throws errors due to dependency to HRF

3.4.1 Technical Configuration of Marketing Executive Dashboard

UseTo use Marketing Executive Dashboard, the CUAN_SETUP_CMO_DASHBOARD task list must be executed.

Procedure1. Log on to the SAP Hybris Marketing system using the SAP GUI.2. Access the transaction choosing the following navigation option:

Transaction code STC01

3. On the Task Manager for Technical Configuration screen, select the Task List: CUAN_SETUP_CMO_DASHBOARD, then choose Generate Task List Run (F8).

4. On the Maintain Task List Run CUAN_SETUP_PRI_nnnnnnnnnnnnnn screen, for the first task list step (Define Parameters for Technical Configuration), choose Change Parameters (button in the Parameter column).

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https://css.wdf.sap.corp/sap(bD1lbiZjPTAwMQ==)/bc/bsp/sno/ui_entry/entry.htm?param=69765F6D6F64653D3030312669765F7361706E6F7465735F6E756D6265723D3232343637363526





http://help.sap.cpm/sbee


<nnnnnnnnnnnnnnnn> equals an individual numerical identifier generated by the system.

For detailed information about each task, on the Maintain Task List Run screen choose the Show Task Documentation icon per task (in the Help column).

5. On the Edit Variants: Variant nnnnnnnnnnnnnn screen, maintain the following values:

Field name Value

Licensed SAP Hybris Marketing applications

Insight X

Optional Solution Scope

Marketing Executive Dashboard X

User for Secondary Database Connection to SAP HANA

Tech. User for DB TC_USER

For details regarding this user refer to the SAP HANA User for Technical Configuration chapter of the SAP Hybris Marketing installation guide.

<Enter a password for the TC_User; make a note of the password for later reference.>

Technical User for SBEE XS Destination

User SBEE_LIFECYCLE

Password Enter the password provided by your system administrator.

RFC Destination for SBEE system alias

RFC Destination SBEE

Target Host

Port

Target Host <Enter the host name of your Database system. Contact your system administrator in case of unclarities.>

Port <Enter the web dispathcer port number of your Hybris Marketing system. Contact your system administrator in case of unclarities.>

6. Save your entries.7. Choose Back (F3).8. Back on the Maintain Task List Run screen, choose Start/Resume Task List Run in

Background (F9). 9. To display whether the task list run is completed, choose Refresh Task List Run (F2) until

all task list steps have been executed (are displayed with green status).

Result

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The technical configuration for Marketing Executive Dashboard has been executed.

3.4.2 Copying Authorization Role to Customer Name Space

UseIn this section, you create a Z* role of a standard SAP Delivered role required to access the Marketing Executive Dashboard.

Procedure1. Access the transaction using one of the following navigation options:

Transaction code PFCG

SAP Menu Tools ® Administration ® User Maintenance ® Role Administration ® Roles

2. Enter a composite role SAP_MARKETING_EXECUT_DASHBOARD in the Role field and choose Role ® Copy from the menu.

3. In the Query dialog box, in the to role field enter a Z-name for the role, for example, Z_MARKETING_EXECUT_DASHBOARD.

4. In the next Query dialog box, choose No.5. In the Role Maintanence screen, choose Change.6. In the Roles tab, add the Z_CEI_MED role.

Z_CEI_MED role is already created as per the CEQ Configuration Guide. 7. Choose Copy all.8. Save your entries.

3.4.3 Setup for SAP Hybris Marketing Business Users

UseThis chapter explains the process steps to be performed to create marketing users that are allowed to access the Marketing Executive Dashboard.

Procedure

1. Log on to the SAP Hybris Marketing system using the SAP GUI.

2. Access the activity using one of the following navigation options:


3. In the Edit Table Views: Initial Screen enter the table CUANV_UM_ROLES and choose

Maintain.

4. On the Change View “Marketing Roles”: Overview screen choose New Entries and maintain the following values:


Role Z_MARKETING_EXECUT_DASHBOARD

Dasboard X

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5. Choose Save.

3.4.4 Creation of SAP hybris Marketing Business Users

UseTo create a Business User within SAP Hybris Marketing with which the Marketing Executive Dashboard can be accessed.

Procedure1. Open the SAP Hybris Marketing UI through the following URL:

https://<webdispatcher_host>:<webdispatcher_port>/sap/bc/ui5_ui5/sap/cuan_shell/index.html.

2. Logon with the required business user, for eg: cei_std/welcome

3. Navigate to Business Administration workset and the sub workset Business User Administration .

4. In the User ID field enter the required user, (for eg: cei_std).

5. Click on the user which will take you to the Personal Data screen.

6. Navigate to the Roles section and choose Add.

7. In the Add Roles dialog box select the composite role for the Marketing Executive Dashboard, for eg; Z_MARKETING_EXECUT_DASHBOARD.

8. Choose OK and then choose Save.

4 AppendixIn this chapter you find additional information that can be helpful to answer questions you might have regarding Marking Insight and its configuration. The settings described in this chapter are not included in the default scope of the SAP 10.97.65.109 rapid-deployment solution.

4.1 Defining Customer Satisfaction Survey Parameters

UseThis activity is only relevant for you, if you want to use external survey data for the calculation of the customer satisfaction key figure. The survey data needs to be uploaded via SAP Data Services. Before the upload can be executed, you need to maintain this activity.

For more information about using customer survey data, see http://help.sap.com/mkt ® SAP Hybris Marketing ® Application Help ® SAP Library ® SAP Hybris Marketing Worksets and Applications ® Data Management.® Background Information ®Using Customer Survey Data.

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For uploading of survey data via SAP Data Services, refer to the rapid data load for SAP Hybris Marketing rapid-deployment solution. This solution enables you to load your satisfaction survey data into the relevant tables of SAP Hybris Marketing. It also enables you to load further data for diverse objects into your SAP HANA database. For more information, see http://service.sap.com/rds-dlh.

If you do not want to upload survey data, you can skip this activity. In this case the key figure for customer satisfaction cannot return any results. To not display it in the SAP Hybris Marketing application, access in the IMG SAP Hybris Marketing ® Data Management ® Settings for Relationship Analysis and Stratification ® Define Available Attributes for Relationship Analysis and Stratification. For both the RELATIONSHIPANALYSIS and the MOBILEAI application alias de-select on the Define Key Figures view the Z-Dimension option for the Customer Satisfaction key figure.



IMG menu SAP Hybris Marketing ® Insight ® Settings for Relationship Analysis and Stratification ® Define Customer Satisfaction Survey Parameters

Customer Satisfaction Levels1. In the navigation bar, double-click Define Customer Satisfaction Levels. Confirm the

information message if necessary.2. On the Change View “Define Customer Satisfaction Levels”: Overview screen, verify

whether the default entries meet your requirements. 3. If you need to create additional entries, choose New Entries and maintain values for

Satisfaction Level and Description.4. Save your entries.

Set up Survey Header Information1. In the navigation bar, double-click Set up Survey Header Information.2. On the Change View “Set up Survey Header Information”: Overview screen, choose New

Entries.3. Maintain the following settings if you want to upload external survey data to SAP Hybris

Marketing:


Survey ID <Enter an alphanumeric ID for your survey> for example, 4711

Reference Object <Enter a reference object for your survey> for example, ORDER for sales order

Type of Ref. Obj. <Select a reference object type> for example, Sales Order

Description <Enter the name of your survey> for example, Customer Satisfaction Survey

4. Press Enter and save your settings.5. Highlight the newly created entry.6. In the navigation bar, double-click Define Customer Satisfaction Categories.7. On the Change View “Define Customer Satisfaction Categories”: Overview screen,

choose New Entries.8. Maintain the following values:

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http://service.sap.com/rds-dlh



Answer <Enter an ID per answer in your survey> for example, 1, 2, 3, and so on

Cust. Satisfaction <Enter a numeric value for the customer satisfaction level per answer>

Description <Enter a description for the customer satisfaction> for example, Satisfied

Satisfaction Level <Assign one of the available satisfaction levels as “normalized satisfaction level”.>

The “normalized satisfaction level” is used to calculate the customer satisfaction key figure.

9. In the navigation bar, double-click Set up Survey Question Information.10. On the Change View “Set up Survey Question Information”: Overview screen, choose

New Entries.11. Maintain the following values:


Question ID <Enter an ID per question>

Weight <Enter with which weight the answer for this question should be calculated> for example, 0.5 or 1

Description <Enter a description for the question>

12. Save your entries.

After upload of survey data you can display log information in the Survey Data Upload Logs view.

The uploaded survey data is stored in tables CUAN_EXT_SUR_A and CUAN_EXT_SUR_R.

4.2 Creating Customer KPIsUseThe following description is only meant as additional information in case you need to create your own KPIs for the relationship analysis or for customer stratification.

These enhancements are not in scope for this rapid-deployment solution.

PrerequisitesMake sure that Business Explorer has been installed as a component when installing SAP GUI on your local PC.

Procedure1. Choose the following navigation option:

Windows Start Menu Start ® All Programs ® Business Explorer ® Query Designer

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2. In the SAP Logon dialog box, log on to the Hybris Marketing system and client.3. In the Query Designer, choose Open Query…4. In the Open Query: Select Query dialog box, choose Find and search for the existing

query CUANFMDH01_Q005_V01. Then choose the Open button.5. After query opens, choose Query → Save As, enter ZCUANFMDH01_Q005_V01_SRV as

technical name and Revenue and Margin OData as description and choose OK.In the newly saved query, drag and drop the key figure Gross Margin from the left side to the Columns frame, under the Key Figures node. In the Properties - General area on the right side, enter KPI_COUNT_GROSS_MARGIN as the Technical Name of the key figure, then change the Description to KPI - Gross Margin.

For a correct display of your KPI under KPI Tiles, make sure that this key figure has the following technical name: KPI_COUNT<Name>. In addition, enter the name of the new query in authorization object S_RS_COMP of the corresponding role.

6. Add or remove Rows / Free Characteristics / Characteristics Restrictions according to your requirement.

7. Choose Properties from the Query context menu.8. In the Properties dialog box, choose the Extended tab. 9. Ensure that By OLE DB for OLAP checkbox is selected, and then select the By Easy

Query checkbox.

By flagging a query as Easy Query in the BEX Query Designer, an OData Service is automatically created. You can find detailed information on the BEX Query Designer at http://help.sap.com/nw74 ® Application Help ® Function-Oriented View ® SAP Business Warehouse ® SAP Business Explorer ® BEx Query Designer.

10. In the Query Designer, save your changes.11. Log on to the Hybris Marketing system and client via SAP GUI.

Access OData Service administration page using transaction using the following navigation options:

Transaction code /IWFND/MAINT_SERVICE

IMG Menu SAP NetWeaver ® Gateway ® OData Channel ® Administration ® General Settings ® Activate and Maintain Services

12. If your service does not show up in the Service Catalog view, choose Add Service.13. In System Alias Filter, choose the correct system and choose Enter, services will show

up.14. Search ZCUANFMDH01_Q005_V01_SRV from External Mapping ID filter, and select the

service.15. In Add Service dialog box, select a package and choose Continue.16. Click Back to return to the Service Catalog view of Activate and Maintain Services, select

your service ZCUANFMDH01_Q005_V01_SRV, and choose ICF Note – Activate.17. Highlight the relevant service and choose Gateway Client. 18. On the SAP NetWeaver Gateway Client screen, select option Get from HTTP Method

area and click Execute, and check the result from HTTP Response area.19. On the SAP NetWeaver Gateway Client screen, choose from menu Metadata – Display in

browser, in the browser screen, you can find Entity Set Name, Entity Type, and OData Property Name in the XML coding.

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http://help.sap.com/nw74


20. Create a new GUI session and open SPRO, in the Implementation Guide navigate to SAP Hybris Marketing ® Data Management ® Settings for Relationship Analysis and Stratification ® Define Available Attributes for Relationship Analysis and Stratification.

21. Enter the OData Service information in the following views:

View Field Example

Define Aliases for Key Figure Customizing

OData Entity Set AZCUANFMDH01_Q005_V01_SRVResults

Define Data Source

OData Entity Type AZCUANFMDH01_Q005_V01_SRVResult

Data Provider f. KPI Def. (= External Service Name of the OData Service)

ZCUANFMDH01_Q005_V01_SRV

Define Filter OData Property Name (GUID)

A2HRR9IN38MHF36G5SNABDNZGDBX

Define Key Figures

OData Property Name (GUID)

KPI_COUNT_GROSS_MARGIN_F

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