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SAP BW 7.0 September 2010 English

Basic Configuration – CRM Analytics
Building Block Configuration Guide

SAP AG Dietmar-Hopp-Allee 16 69190 Walldorf Germany

www.ChoodamaniInfotech.com

Basic Configuration – CRM Analytics: Configuration Guide

Copyright
© 2010 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, Clear Enterprise, SAP BusinessObjects Explorer, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP France in the United States and in other countries. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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function keys (such as F2) or the ENTER key. when surrounded by body text. Exact user entry.com Basic Configuration – CRM Analytics: Configuration Guide Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Example text Description Words or characters that appear on the screen. names of variables and parameters as well as names of installation. paths and options. Pointed brackets indicate that you replace these words and characters with appropriate entries. Example text EXAMPLE TEXT Example text <Example text> © SAP AG Page 3 of 25 . screen titles.www. for example. This includes file and directory names and their paths. table names. Example text EXAMPLE TEXT Emphasized words or phrases in body text. Cross-references to other documentation. Transaction Codes. Screen output. titles of graphics and tables. program names. Names of elements in the system. Keys on the keyboard. messages. pushbuttons as well as menu names. These include field names. SELECT and INCLUDE. source code. for example. and individual key words of a programming language.ChoodamaniInfotech. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. upgrade and database tools. These include report names.

...................2..........................................2...1..............ChoodamaniInfotech......10 .1 Activating Business Content DataSources in SAP CRM.............2........................................2...................................2............1 Checking Predefined Reports and Maintaing RFC Connection................3..................................................................... 5 2 Prerequisites. 5 1 Use ...........9 3.............................18 .................2 Assign Reporting Functional Profiles to a Business Role (CRM)...........................................8 3............................6 3......... 7 3.....................................................................1...1.......14 .......2 CRM WebClient Configuration......................................... 5 3 Configuration................23 © SAP AG Page 4 of 25 ...........................1..................1 BW Configuration...............................4 Assigning Link to Work Center.....................................................................1.......com Basic Configuration – CRM Analytics: Configuration Guide Content Basic Configuration – CRM Analytics......14 3............1 Configure Report Page Work Center (CRM)..5 Activating Business Content: InfoObjects....5 3....................................3 Replicating DataSources ...........................................................................................................3..........6 Activating Business Content: InfoObject Catalogs..................................2.........15 3....................2 Activating Business Content DataSources in SAP ERP..2................................................3...............www........... 5 .........................................1 Maintain Reporting Profiles (CRM).......................................1......................................................2.......................................3 Creating Logical Link for BW Report.............3......................1..2.............2....16 ...3....................7 3.........2........................1....3..........3.........2 Defining BW Reports in CRM................................16 ..................2.............................................. 5 3.........7 Loading Master Data / Texts / Hierarchies (SAP BW)..1...............................................14 ............................19 ...3..4 Assigning Source System for Business Content Activation.......................................2 Defining New Reports in the CRM System........

Choose Back. 2 Prerequisites Connectivity between CRM and BW has been set up.1. which are a prerequisite for the installation of the different building blocks. If a dialog box appears requesting the user to enter a package choose Local object or enter a package in the customer’s namespace and choose Save. 4. Procedure 1.com Basic Configuration – CRM Analytics: Configuration Guide Basic Configuration – CRM Analytics 1 Use This configuration guide describes all the necessary activities to load the CRM Analytics master data as well as other activities. To install the required business content. choose:.1 Activating Business Content DataSources in SAP CRM Carry out the following steps in SAP CRM.3. 3 Configuration . Choose Yes to proceed. mark the relevant DataSources (see table below) and choose Select Sub-tree +/. General BW settings have been made. On the Installation of DataSource from Business Content view expand the node ROOT (Application Components ). SAP CRM IMG Menu Integration with Other mySAP Components  Data Transfer to the SAP Business Information Warehouse  Business Content DataSources  Transfer Business Content DataSources RSA5 Transaction Code 2. A dialog box might appear several times asking you whether you want to overwrite the existing active DataSources. © SAP AG Page 5 of 25 . which comprise the CRM Analytics scenario. Once you have selected all required DataSources and nodes choose Activate DataSources from the application toolbar. 3.1 BW Configuration 3. Refer to the General Settings for BW Integration building block. Refer to the relevant sections of the BW Connectivity building block.ChoodamaniInfotech.www. 5.

com Basic Configuration – CRM Analytics: Configuration Guide Relevant DataSources Path ROOT  0CA  0CA_PR  0CA_PR-IO 0CRM-IO 0CRM_CIC 0CRM_CIC 0CRM_CIC 0CRM_CIC 0CRM_CIC-IO 0CRM_MKT 0CRM_MKT 0CRM_MKT 0CRM_MKT-IO 0CRM_SALES 0CRM_SERVICE LO-IO PI_Basis  0CA_BP  0CA_BP-IO PI_BASIS  0CA_GD Relevant DataSources All DataSources All DataSources 0CRM_CIC_SCRIPT 0CRM_CIC_CTI 0CRM_ICWC_SCRIPT 0CRM_INTER_REC_H All DataSources 0CRM_LEAD_H 0CRM_LEAD_I 0CRM_CONTACT_OUT All DataSources All DataSources All DataSources All DataSources All DataSources All DataSources 3.ChoodamaniInfotech. 5. If a dialog box appears requesting the user to enter a package choose Local object or enter a package in the customer’s namespace and choose Save. 3.2 Activating Business Content DataSources in SAP ERP Carry out the following steps in SAP ERP.1. 4. choose:. Once you have selected all required DataSources and nodes choose Activate DataSources from the application toolbar.com Components  Data Transfer to the SAP Business Information Warehouse  Business Content DataSources  Transfer Business Content DataSources RSA5 Transaction Code 2. SAP ERP IMG Menu Integration with Other mySAP. © SAP AG Page 6 of 25 .www. To install the required business content. Choose Back. mark the relevant DataSources (see table below) and choose Select Sub-tree +/. Procedure 1. On the Installation of DataSource from Business Content view expand the node SAP-R/3 (Application Components ).

3 Replicating DataSources Carry out the following steps in SAP BW. choose this and following <…> as 3. However an assignment of a DataSource to an InfoSource may not be necessary for all existing source systems. 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. If the DataSources from Source System Unknown dialog box occurs. 5.1. If you do not see all DataSources you can replicate the missing ones by application component. make a right mouse click on your source system and choose Replicate DataSources. all source systems are automatically assigned. © SAP AG Page 7 of 25 . Choose Refresh subtree. The DataSources that you have activated before should be seen. You can subsequently change the selection you made. DataSources from source systems are assigned to InfoSources in SAP BW. If you do not select a source system. 3. Repeat this for the second source system. once for each source system. The DataSources from your source system are displayed in the right hand window.1. Choose Back.www. To check the replication of the DataSources mark your source system in the Data Warehousing Workbench: Modeling screen and choose Display DataSource Tree.ChoodamaniInfotech. Procedure 1. 4. 3. Assign only the source systems you need to load data from for the Business Content Objects that you are going to activate.com Basic Configuration – CRM Analytics: Configuration Guide Relevant DataSources Path CO  CO-PC CO-PC-CRM Relevant DataSources All DataSources 3. Mark the line of the application component and choose Replicate Metadata. in the right hand window. Use When you activate Business Content. To replicate DataSources of SAP CRM and SAP ERP in SAP BW.4 Assigning Source System for Business Content Activation Carry out the following steps in SAP BW. choose: SAP BW Menu Transaction Code Modeling  Data Warehousing Workbench: Modeling RSA1 2.x DataSource. On the Data Warehousing Workbench: Modeling screen.

only those objects assigned to the specified source system are collected for the transfer. Select the InfoObjects 0CM_SHAR and 0CM_CTAR(For multiple selection use the CtrlKey) b.com Basic Configuration – CRM Analytics: Configuration Guide The assignment of source systems is only relevant for transfer rules. In the left frame. which might be marked as default. Do not select the BW system.1. c. Procedure Carry out the following steps in SAP BW. To activate the InfoObjects in business content. In the Select Source Systems dialog box. © SAP AG Page 8 of 25 . This is necessary. Procedure 1. DataSources and InfoPackages. Choose Continue. 3. choose: SAP BW Menu Transaction Code Modeling  Data Warehousing Workbench: BI Content RSORBCT 2. Objects that have not been assigned to the specified source systems are ignored. choose: SAP BW Menu Transaction Code Modeling  Data Warehousing Workbench: Business Content RSORBCT 2. On the Data Warehousing Workbench: BI Content view choose Edit  Source System Assignment. At the top of the right frame. At the top of the right frame.ChoodamaniInfotech. because otherwise the activation of InfoObject catalogs described in the section Activating Business Content: InfoObject Catalogs will partly fail. 3. 3. Choose Transfer selections. Procedure 1. In the middle frame. d. choose Collection mode and select collect automatically. choose Grouping and select In Data Flow Before.5 Activating Business Content: InfoObjects Use The purpose of this task is to activate two InfoObjects in advance and correct these InfoObjects. If there is more than one source system. a. b.www. To assign the required source system for business content activation. select Object types. select the CRM source system. On the Data Warehousing Workbench: Business Content screen: a. In the Input help for Metadata dialog box. expand InfoObject and double-click Select Objects. 4.

1. c. You have started a background job in order to activate the Business Content. expand InfoObject Catalog and double-click Select Objects. In the middle frame. They usually refer to objects which are not relevant for this installation. choose Grouping and select In Data Flow Before. On the Change Characteristic <…>: Detail screen choose Activate. Basic Configuration – CRM Analytics: Configuration Guide If a dialog box Remote Activation in the Source System < …> occurs. In the Information dialog box choose Continue. Choose Exit. At the top of the right frame. Mark the line with the relevant unit and choose Delete. choose: SAP BW Menu Transaction Code Modeling  Data Warehousing Workbench: Business Content RSORBCT 2. 9. 4. choose OK and – if necessary . If a dialog box Exceeded runtime when collecting objects appears choose Continue. Select the following InfoObject catalogs: (For multiple selection use the Ctrl-Key) • • 0CRM_CIC_SCR_CHA 0CRM_CIC_SCR_KYF CRM CIC Interactive Scripting: Characteristics CRM CIC Interactive Scripting: Key Figures © SAP AG Page 9 of 25 . choose Install and select Install in Background. On the Data Warehousing Workbench: Business Content screen: a. 3. b. On the Data Warhousing Workbench.log on to the source system on the following screen. d.ChoodamaniInfotech.www. choose Collection mode and select collect automatically. open transaction RSA1. d. Once the job has finished. a. Modeling screen choose InfoObjects. Activate the InfoObject again.6 Activating Business Content: InfoObject Catalogs Carry out the following steps in SAP BW. If you receive the error message that a certain unit is not allowed in compounding. 8. Procedure 1. confirm the error message and choose the Compounding tab. Search for the InfoObjects you have just activated and carry out the following steps: • • • Mark the InfoObject and choose Change. At the top of the right frame. In the Input help for Metadata dialog box. In the left frame. select Object types. Check the status of the background job using transaction SM37. 6. • • 3. At the top of the right frame. To activate the InfoObject Catalogs in business content. 5. In the Install business content in the Background dialog box choose Yes. Ignore the error message that you might receive when the collection hast finished.com c. Do not forget to repeat these steps for the second InfoObject. 7.

If there is no master data in the Source systems. 6.1.7 Loading Master Data / Texts / Hierarchies (SAP BW) Use This section describes the procedure for loading master data texts and hierarchies into SAP BW. © SAP AG Page 10 of 25 . which are not necessary for this scenario and can be ignored. The following types of error messages might appear. because you have already activated and replicated the necessary DataSources. b) A message that certain objects were not collected.www. If a dialog box Remote Activation in the Source System < …> occurs. 3. For further information on loading master data / texts / hierarchies refer to building block I00: Essential Information for SAP Best Practices for BW. d. Choose Exit. when you collect Business Content: a) A message that the user is not authorized to activate DataSources in the source system remotely. This message usually refers to InfoObjects. Choose Transfer selections. In the Information dialog box choose Continue. 7. 0CRM_MKTG_CHA01 0CRM_MKTG_KYF1 0SERVICE_CHA01 0SERVICE_KYF01 Basic Configuration – CRM Analytics: Configuration Guide CRM Marketing: Characteristics CRM Marketing: Key Figures CRM Service Characteristics CRM Service Key Figures b.log on to the source system on the following screen. Result You have started a background job in order to activate the Business Content. 5. do this step later and go to the next activity. choose OK and – if necessary . In the Install business content in the Background dialog box choose Yes. Make sure that the current job has finished successfully before you proceed on with the activation of further objects. choose Install and select Install in Background. 4. You can ignore this message. At the top of the right frame.com • • • • c. If a dialog box Exceeded runtime when collecting objects appears choose Continue.ChoodamaniInfotech. Check the status of the background job using transaction SM37.

Entry InfoPackage Description Any name Select one DataSource. Find each relevant InfoSource for data load ( see table below). b. Otherwise proceed with step c. Choose Start. Click on Available Hierarchies from OLTP Choose the hierarchies you want to upload by clicking the radio box Select the checkbox of the selected hierarchies Choose the Processing tab and make the following entries: Entry X Field PSA and then in the InfoObject or PSA and the into Data Targets (Package by Package) d. On the Scheduler (Maintain InfoPackage) screen: a. d. texts and hierarchies choose: SAP BW Menu Transaction Code Modeling  Data Warehousing Workbench: Modeling RSA1 2. choose InfoSources 3. On the Hierarchy Selection tab make the following changes: • • • c. Then perform the steps described below for each InfoSource: 4. Choose the Schedule tab and make the following entries: © SAP AG Page 11 of 25 . 5.ChoodamaniInfotech. Open the InfoSource tree until you reach the DataSource level. Make the following entries: Field c. In the Create InfoPackage dialog box you can see all assigned DataSources. To load master data hierarchies choose the Hierarchy Selection tab. Choose Save. From the context menu choose Create InfoPackage. 6. a.www. On the Data Warehousing Workbench: Modeling screen. b.com Basic Configuration – CRM Analytics: Configuration Guide Procedure 1. Choose the Update tab and make the following entries: Field Full Update Field Start Data Load Immediately f. To load master data. Entry X Entry X e.

In the <…>: Assign Source System dialog box. 4. In this case load data for all three DataSources. On the InfoSource <…> Change screen. carry out the following steps: Choose a right mouse click on the InfoSource.ChoodamaniInfotech. From the context menu choose Additional Functions  Create Transfer Rules. the data needs to be activated in the InfoObject 0CRM_LEAGUI. check whether the transfer rules. In the Save Changes? dialog box. Sometimes several DataSources are connected to one InfoSource in order to load attributes. On the InfoSource <…> Change screen choose Activate. texts. If the information message Assign a language field to IOBJ 0LANGU. If the transfer rules are inactive. choose Activate Connect the DataSource 0CRM_OPPT_CNTRPHASE_TEXT to the InfoSource 0CRM_CNTRPH. which of the following InfoSources you need for your analysis and load data accordingly. Before you load data. confirm the message and proceed. 5. If you want to be able to carry out lead analyses it is important to load master data for the InfoObjects 0CRM_QUALEV and 0CRM_LEAGUI. 3. 2. If no DataSource is connected to the InfoSource. danger of short dump appears. enter the source system in the corresponding field and choose Transfer. which connect the InfoSource to a DataSource are active. choose a right mouse click on the InfoObject. inactive rules are displayed by a light grey icon . In productive BW systems you would start the job later in the background.com Basic Configuration – CRM Analytics: Configuration Guide For testing purposes you can start the job immediately. when you are loading texts into certain InfoSources. 0BP_DEF_ADDRESS_ATTR BP: Standard Address © SAP AG Page 12 of 25 . Also. choose Yes. 1. From the context menu choose Activate master data. Relevant InfoSources Check. Connect the DataSource 0CRM_OPPT_CYCLE_TEXT to the InfoSource TEXTS 0CRM_SLSCYC. mark the checkbox of the DataSources you want to assign and choose Copy.www. and hierarchies. mark the transfer rule and choose Change. after loading master data. Active transfer rules are displayed by a dark grey icon. In the Available DataSources dialog box. To activate the master data.

www.com 0BPARTNER_ATTR 0BPARTNER_TEXT 0CRM_AC_IND 0CRM_CAT 0CRM_CNTRPH 0CRM_DIRECT 0CRM_ITOBTP 0CRM_LEAGUI 0CRM_MKTELM 0CRM_OBJECT 0CRM_OBJTYP 0CRM_OPPIMP 0CRM_OPPTYP 0CRM_PRCTYP 0CRM_PRIO_A 0CRM_PRODUCT_ATTR 0CRM_QUALEV 0CRM_WSCRPT 0CRM_WSCRAN 0CRM_WSCRQU 0CRM_WSCRNC 0CRM_SLSCYC 0CRM_SOURCE 0CRM_SRVTYP 0CRM_STDELV 0CRM_TR 0CRM_VALTYP 0CURTYPE 0CUST_GROUP 0DISTR_CHAN 0DIVISION 0PR_BASE_UNIT_ATTR 0PROD_OBJFA 0PRODUCT_GENERAL_ATT 0PRODUCT_STATUS_ATTR Basic Configuration – CRM Analytics: Configuration Guide BP: Master Record BP: Texts Accounting Indicator Category Analysis Phase of an Opportunity Direction Object Type to CRM Item Transaction Type Lead GUID CRM Marketing Element (Campaign and Marketing Plan) – load attributes and texts Target Business Transaction Object Type Opportunity Priority Opportunity Type Business Transaction Type Priority Product (CRM Attributes) Lead Qualification Level Interactive Script (IC WebClient) Interactive Scripting Answer (IC WebClient) Interactive Scripting Question (IC WebClient) Interactive Scripting Question Category (IC WebClient) Sales Cycle Origin Opportunity / Lead Service Type CRM: Delivery Status Territory Valuation Type Currency Type Customer group Distribution Channel Division Product: Base Quantity Unit Product: Object Family Product: General Attributes Product: Status Attributes © SAP AG Page 13 of 25 .ChoodamaniInfotech.

Mode 0 BW Interactive Reports Description BW Reporting Only © SAP AG Page 14 of 25 .3.1 Maintain Reporting Profiles (CRM) Use In this IMG activity.2. you can define reporting functional profiles and choose whether a business role assigned to these profiles can see: • • • • Both SAP Customer Relationship Management (SAP CRM) operational and SAP NetWeaver Business Intelligence (SAP NetWeaver BW) reports (SAP BW needed) SAP CRM operational reports but not SAP NetWeaver BW reports SAP NetWeaver BW reports but not SAP CRM operational reports (SAP BW needed) Neither SAP CRM operational nor SAP NetWeaver BW reports You can select one activation mode for each reporting functional profile.3. Procedure 1. The activation mode can be changed later if necessary.2.com 0STAONESYS0 0STAONESYS1 0STAONESYS2 0STAONESYS3 0STAONESYS4 0STAONESYS7 0STAONESYS8 0STAONESYS9 0STATECSYS2 Basic Configuration – CRM Analytics: Configuration Guide CRM Status Life Cycle (One Order) CRM Status Planned (One Order) CRM Quotation Status (One Order) CRM Status Quotation Accepted (One Order) CRM Status Opportunity/Lead (One Order) CRM Status: Billed (One Order) CRM Status: Rejected(One Order) CRM Status: Confirmation (One Order) CRM Status: Incorrect .1 Configure Report Page Work Center (CRM) .1. Enter one of the following reporting profile ID depending on your reporting strategy: Reporting Profile ID BP BW Reporting Act.2 CRM WebClient Configuration 3.ChoodamaniInfotech. The standard delivery customizing contains the profile Default with the activation mode NetWeaver BW Activated and CRM Operational Reporting Deactivated . In order to selectively assign BW Reporting on Business Role level you have to create a new reporting profile by choosing New Entries.www. Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu CRMC_REPO_OPT Customer Relationship Management → CRM Analytics → Configure Report Page Work Center 2. 3.

1 BW and Interactive Reports Activated BW and Interactive Reporting Result The report page in the WebClient UI will contain the necessary reports. that is. Double-click Assign Function Profiles. © SAP AG Page 15 of 25 . and BP_MKT_MAN. Mode Activated and CRM Deactivated BP BW and Interactive Reporting 4.ChoodamaniInfotech. BP_IC_MAN. Procedure 1. 3. BP_SRV_MAN. 4.3. . Choose Exit (Shift + F3). for BP_SLS_MAN. Choose Save. If REPORTING_PROF is not in the table select New Entries (F5). enter REPORTING_PROF as Function Profile ID and select your Profile Value.www. 2. Result The necessary business roles contain the required functional profile.2. Choose Save (Ctrl+S). Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu CRMC_UI_PROFILE Customer Relationship Management → Business Roles → Define Business Role Perform the following steps for each business role whose users should be able to use BW Reporting.com Reporting Profile ID Basic Configuration – CRM Analytics: Configuration Guide Description Act.1. 5. In the line where the Function Profile ID is REPORTING_PROF change the value to the new profile you have created in the previous step. 5.2 Assign Reporting Functional Profiles to a Business Role (CRM) Use Reporting users need to have the specific reporting file assigned to their business role. Select the row of the Business Role in the table.

com Basic Configuration – CRM Analytics: Configuration Guide 3. and how to define BW reports you might want to add. carry out the following step: 2. 1. access the activity using the following navigation option: Transaction Code SAP CRM IMG Path SPRO Customer Relationship Management  UI Framework  UI Framework Definition  Display SAP NetWeaver BI Reports in CRM On the Change View “Define BI Reports: Overview” screen you will find a list with all the BW reports that have already been defined in CRM. Procedure In the CRM system.2 Defining BW Reports in CRM Use This section describes how to check.1 Checking Predefined Reports and Maintaing RFC Connection Use An RFC destination has to be maintained for all reports (Web Templates).3.2. © SAP AG Page 16 of 25 . where XXX represents the system ID and YYY represents the client number. MKT*. however the reports will only be visible after you have carried out all of the activation steps in the relevant guides.ChoodamaniInfotech. . 3.2. For each of the WebTemplates/reports mentioned in the table below. and SRV*.2. For each report you decide to display in the CRM system you need to activate the corresponding BW Web Template in the BW system as described in section Activating BW Web Templates of the following Configuration Guides: • • • • • B72: CRM Marketing Analysis B73: CRM Sales Analysis B91: CRM Service Analysis B74: Customer Interaction Center Analysis SAA: Sales Analysis (ERP) You can carry out the steps described below before you have activated the WebTemplates. SLS*. which reports have already been predefined in CRM. how to maintain the RFC connection to the BW system.www. In the field BI System enter the RFC destination to the BW system in the format XXXCLNTYYY. Choose Save. which will be activated in the BW system and will be displayed from the CRM system. Scroll down to the reports that start with IC*.

www. which are not mentioned in the table above. but which you are interested in. also enter the RFC destination here. which will be activated during the installation of the relevant BW Building Blocks.ChoodamaniInfotech. Then take a note of the BI Object Key (which differs from the entry BI Report ID!) and activate the Web Template in the BW system using this object key and the description in section Activating BW Web Templates of the following Configuration Guides: • • • • • B72: CRM Marketing Analysis B73: CRM Sales Analysis B91: CRM Service Analysis B74: Customer Interaction Center Analysis SAA: Sales Analysis (ERP) © SAP AG Page 17 of 25 . Partners) Complaint Ratio by Product Number of Service Complaints Interactive Scripting Evaluation Open Orders by Priority Rate of Order Completion Average Order Volumes BW Report ID MKT_LEADS_WON_AND_LOST_R E MKT_LEAD_DURATION_RE MKT_LEAD_ORIGIN_RE MKT_LEAD_STATUS_RE SLS_OPPORTUNITY_PIPELINE_R E SLS_OPPORTUNITY_FUNNEL_RE SLS_SALES_PIPELINE_RE SLS_INTENSITY_OF_CUSTOMER_ CARE_TOP10_RE SRV_COMPLAINT_RATIO_RE SRV_NUMBER_COMPLAINTS_RE IC_SCRIPTINGEVAL SRV_OPEN_ORDER_BY_PRIO_RE SRV_RATE_ORDER_COMPLETION SRV_AVERAGE_ORDER_VOLUME S_RE BW Object Key 0TPLI_0MKTG_C01_Q7001_01 0TPLI_0MKTG_C01_Q7001_02 0TPLI_0MKTG_C01_Q8002 0TPLI_0MKTG_C01_Q8001_V01 0TPLB_0CRM_C04_Q0020_2 0TPLB_CSALMC02_Q005_1 0TPLI_0CSALMC02_Q0103_02 0TPLB_0CSAL_C01_Q0019_1 0TPLB_0CSRVMC04_Q0101_1 0TPLB_0CSAL_C09_Q0101_100 0TPL_CRM_ISE2_Q0001_V01 0TPLB_0CSRV_C01_Q0102_1 0TPLB_0CSRV_C01_Q0102_2 0TPL_0CSRV_C01_Q0101_V01 If you find BW WebTemplates in this transaction. Title Leads Won and Lost Report Lead Duration Report Lead Origin Lead Status Opportunity Pipeline Analysis Opportunity Funnel Analysis Sales Pipeline Analysis Intensity of Customer Care (Top 10 Act.com Basic Configuration – CRM Analytics: Configuration Guide WebTemplates.

3.x © SAP AG Page 18 of 25 . Procedure In the CRM system.2.2.ChoodamaniInfotech.com Basic Configuration – CRM Analytics: Configuration Guide .x Enter the technical name of the Web Template you will activate. which you will create in the B73 CRM Sales Analysis Configuration Guide: Field name BI Report ID Long description BI Object Type BI Object Key BI System Field name BI Report ID Long description BI Object Type Entry Y_BP_Sales_Pipeline BP Sales Pipeline Template 3.www. access the activity using the following navigation option: Transaction Code SAP CRM IMG Path SPRO Customer Relationship Management  UI Framework  UI Framework Definition  Display SAP NetWeaver BI Reports in CRM 1.x BP_WT_SALES_PIPELINE Enter the RFC destination to the BW system Entry Y_BP_Completed_Activities Completed Activities by Territory Template 3. As an example. Repeat steps 1 to 3 for the following BW WebTemplates. Enter the following data: Field name BI Report ID Long description BI Object Type BI Object Key Entry Enter a description to be used for the report: Y_BP_INCOMING_ORDERS Incoming Orders per Month Template 3.2 Defining New Reports in the CRM System Use This section describes how to define new reports in the CRM system.. the report “Incoming Orders per Month” is added. The Web Template will be activated when you install the Sales Analysis (ERP) Building Block. This report analyzes sales orders in the ERP system. in this example: 0TPLB_0SD_C03_Q004_1 Enter the RFC destination to the BW system BI System 3. On the Change View “Define BI Reports: Overview” screen choose New Entries. 4. 2. Choose Save.

Procedure 1.x BP_WT_OPPORTUNITIES_TERRITORY Enter the RFC destination to the BW system . Optional: If you want to maintain the attributes and values in additional languages choose Goto  Translation.2. Access the activity using one of the following navigation options: Transaction code SAP CRM IMG menu CRMC_UI_NBLINKS Customer Relationship Management  UI Framework  Technical Role Definition  Define Navigation Bar Profile 2.ChoodamaniInfotech.com BI Object Key BI System Field name BI Report ID Long description BI Object Type BI Object Key BI System Basic Configuration – CRM Analytics: Configuration Guide BP_WT_COMPLETED_ACTIVITIES Enter the RFC destination to the BW system Entry Y_BP_Opportunities_by_Territory BP Opportunities by Territory Template 3.www.3 Creating Logical Link for BW Report Use This activity defines logical links to be used in the CRM WebClient UI.3. Choose view Define Logical Links and create the following new links.2. Field Name Logical Link ID Type Target ID Parameter Parameter Class Icon Name (optional) Title (EN) Title (DE) Title (ES) Title (FR) Title (PT) Field Entry YBP-SLS-IO D BI Report DISPLAY Y_BP_INCOMING_ORDERS CL_CRM_GEN_UI_BI_UTIL GC_ICON_REPORTS Incoming Orders per Month Eingehende Aufträge pro Monat Órdenes entrantes por mes Commandes entrantes par mois Entrada de ordens por mes © SAP AG Page 19 of 25 . A logical link is defined for each BW Report.

com Field Name Title (RU) Title (ZH) Title (TR) Title (NL) Title (CS) Title (IT) Title (PL) Title (DA) Title (FI) Title (JA) Title (NO) Title (SV) Title (HE) Title (KO) Title (HU) Title (RO) Description Field Name Logical Link ID Type Target ID Parameter Parameter Class Icon Name (optional) Title (EN) Title (DE) Title (ES) Title (FR) Title (PT) Title (RU) Title (ZH) Title (TR) Title (NL) Basic Configuration – CRM Analytics: Configuration Guide Field Entry Входящие заказы за месяц 每每每每每每每 Ayda Gelen Sipariş Sayısı Binnenkomende orders per maand Příchozí zakázky po měsících Ordini in arrivo nel mese Zlecenia przychodzące / m-c Ordreindgang per måned Saap. tilaukset kuukausittain 每每每每每每每每每 Innkommende ordre per måned Orderingång per månad ‫הזמנות נכנסות לכל חודש‬ 每每 每每 Havi bejövő megrendelések Intrare comenzi pe lună <use title as long term> Field Entry YBP-SLS-PL D BI Report DISPLAY Y_BP_SALES_PIPELINE CL_CRM_GEN_UI_BI_UTIL GC_ICON_REPORTS BP Sales Pipeline BP Sales Pipeline BP Pipeline de Ventas Pipeline des ventes BP BP Pipeline de vendas БП Объем продаж BP 每每每每 BP Satış Pipeline BP Verkooppijplijn © SAP AG Page 20 of 25 .ChoodamaniInfotech.www.

www.com Field Name Title (IT) Title (CS) Title (PL) Title (DA) Title (FI) Title (JA) Title (NO) Title (SV) Title (HE) Title (KO) Title (HU) Title (RO) Description Field Name Logical Link ID Type Target ID Parameter Parameter Class Icon Name (optional) Title (EN) Title (DE) Title (ES) Title (FR) Title (PT) Title (RU) Title (ZH) Title (NL) Title (TR) Title (IT) Title (CS) Title (PL) Title (DA) Basic Configuration – CRM Analytics: Configuration Guide Field Entry BP pipeline di vendite BP Objem prodeje BP Pipeline Sprzedaży BP Salgspipeline BP Myynnin Pipeline BP 每每每每每每每每每每 BP Pipeline salg BP Försäljningspipeline ‫ צינור הזדמנויות מכירה‬BP BP 每每 每每每每每 BP értékesítési pipeline BP Pipeline vânzări BP Sales Pipeline with ERP data (<use title as long term>) Field Entry YBP-SLS-TR D BI Report DISPLAY Y_BP_COMPLETED_ACTIVITIES CL_CRM_GEN_UI_BI_UTIL GC_ICON_REPORTS Completed Activities by Terr. finalizadas por territorio Activités terminées par territoire Atividades encerradas por território Завершенные задачи для Территории 每每每每每每每每每 Afgeronde activiteiten per geb. Bölgeye göre Tamamlanmış Aktiviteler Attività completate per AdV Ukončené activity po oblastech Ukończone Działania .ChoodamaniInfotech. Abgeschlossene Aktivitäten pro Gebiet Act. per område © SAP AG Page 21 of 25 .Terytorium Afsluttede akt.

ChoodamaniInfotech. <use title as long term> Field Entry YBP-SLS-OT D BI Report DISPLAY Y_BP_OPPORTUNITIES_BY_TERRITORY CL_CRM_GEN_UI_BI_UTIL GC_ICON_REPORTS BP Opportunities by Territory BP Opportunities pro Gebiet BP Oportunidades por territorio Opportunités BP par territoire BP Oportunidades por território БП Потенциальные возможности для Территории BP 按区域的机会 BP Bölgelere göre Fırsatlar BP Opportunities per gebied Opportunità BP per AdV BP Příležitosti po oblastech BP Szanse .www.com Field Name Title (FI) Title (JA) Title (NO) Title (SV) Title (HE) Title (KO) Title (HU) Title (RO) Description Field Name Logical Link ID Type Target ID Parameter Parameter Class Icon Name (optional) Title (EN) Title (DE) Title (ES) Title (FR) Title (PT) Title (RU) Title (ZH) Title (TR) Title (NL) Title (IT) Title (CS) Title (PL) Title (DA) Title (FI) Title (JA) Title (NO) Title (SV) Basic Configuration – CRM Analytics: Configuration Guide Field Entry Päätetyt aktivit.muligheter per terr. alueittain 每每每每每每每每每每 Fullførte aktiviteter per territorium Avslutade aktiviteter per område ‫פעילויות שהושלמו לפי טריטוריה‬ 每每每 每每每 每每每每 Területi lezárt tevékenységek Activităţi terminate pe terit. BP Opportunity per område © SAP AG Page 22 of 25 .Terytorium BP Salgsmuligheder per område BP Mahdollisuudet alueittain BP テリトリでの案件 BP Forr.

3.com Field Name Title (HE) Title (KO) Title (HU) Title (RO) Description Basic Configuration – CRM Analytics: Configuration Guide Field Entry ‫ הזדמנויות לפי טריטוריה‬BP 每每每 BP 영영영영 BP területi opportunity-k BP Oportunităţi pe teritoriu <use title as long term> 3.www. The tables below give you an overview. Select the Business Role BP_SLS_MAN.3. the links are assigned to work center link groups. Select the following Group ID and in view Assign Links assign the new links: Group ID SLS-SLS-RE SLS-OPP-RE SLS-ACT-RE SLS-OPP-RE 5. yet.4 Assigning Link to Work Center Use To make the logical links available for a business role. 4. 1. which themselves are assigned to work centers. which reports should be visible for which business role.2. Access the activity using the following navigation options: Transaction code SAP CRM IMG menu CRMC_UI_PROFILE Customer Relationship Management  Business Roles  Define Business Role 2. Choose Adjust Work Center Group Links and set the following records to “visible”: Work Center SLS-REPORT SLS-REPORT SLS-REPORT Group ID SLS-SLS-RE SLS-OPP-RE SLS-ACT-RE LogLink ID YBP-SLS-IO YBP-SLS-PL YBP-SLS-TR In Menu Visible © SAP AG Page 23 of 25 . Check the settings and mark the checkbox to make the reports necessary in case they are not marked. Logical Link ID YBP-SLS-IO YBP-SLS-PL YBP-SLS-TR YBP-SLS-OT Position 100 100 110 120 .ChoodamaniInfotech. Choose view Define Work Center Link Groups. Save your entries.2. Procedure Complete the following steps to extend the content of business role BP_SLS_MAN.

Select the Business Role BP_IC_MAN. 12. 5. 9. Choose Save (Ctrl+S).www. 8. Choose Save (Ctrl+S).com Work Center SLS-REPORT SLS-REPORT SLS-REPORT SLS-REPORT SLS-REPORT Group ID SLS-OPP-RE SLS-OPP-RE SLS-OPP-RE SLS-PLA-RE SLS-ACC-RE Basic Configuration – CRM Analytics: Configuration Guide LogLink ID YBP-SLS-OT SLS-OSP-RE SLS-OOP-RE SLS-OFA-RE SLS-ACC-RE In Menu Visible 4. Select the Business Role BP_MKT_MAN. Choose Adjust Work Centers Group Links and set the following records to “visible”: Work Center SRV-REPORT SRV-REPORT SRV-REPORT SRV-REPORT SRV-REPORT Group ID SRV-OQ-RE SRV-OQ-RE SRV-OQ-RE SRV-RC-RE SRV-RC-RE LogLink ID SRV-AOV-RE SRV-OOP-RE SRV-ROC-RE SRV-CRP-RE SRV-NSC-RE In Menu Visible 7. Select the Business Role BP_SRV_MAN. Choose Adjust Work Centers Group Links and set the following records to “visible”: © SAP AG Page 24 of 25 . Choose Adjust Work Centers Group Links and set the following records to “visible”: Work Center MKTREPORT MKTREPORT MKTREPORT MKTREPORT Group ID MKT-LEA-RP MKT-LEA-RP MKT-LEA-RP MKT-LEA-RP LogLink ID MKT-LD-RE MKT-LES-RE MKT-LO-RE MKT-LWL-RE In Menu Visible 10. 6. Choose Save (Ctrl+S). 11.ChoodamaniInfotech.

ChoodamaniInfotech. © SAP AG Page 25 of 25 . Choose Save (Ctrl+S). Result You added new links to the WebClient UI for holders of the different business roles with which you can start several BW reports.com Work Center IC-MGRPM Group ID IC-MGPM-RE Basic Configuration – CRM Analytics: Configuration Guide LogLink ID IC-ISE-RE In Menu Visible 13.www.