Reuse of Target Group Hierarchies

Use

You use this function to reuse target group hierarchies the structure or inner composition of which remains unchanged over a longer period within several surveys. For example, this enables you to repeat surveys in a desired frequency with minimum administrative effort in order to analyze changes in answer behavior over time. Another use can be that you want to execute several surveys in parallel that only differ in a few details.

Possible implementation areas are, for example, customer or employee satisfaction surveys, questions about the qualification profile of employees. Particularly with long-term examinations it is important that the survey instruments over the complete examination period are kept as constant as possible to achieve the desired comparability of the results. This aim is promoted with the reuse of existing objects.

Integration

Target group hierarchies are independent objects that the system manages independent of the survey in the context of which you have created them. Therefore, they are available for reuse in any surveys of the Web Survey.

Prerequisites

You must have assigned at least one application library to the survey in order to transfer a target group hierarchy according to the Import from Application procedure.

Features

A target group hierarchy that you edit in the Survey Cockpit is included in the system-wide list of existing target group hierarchies from the first saving and can be assigned to any surveys from this point on.

Depending on which way a target group hierarchy was created, its specific composition can either be static or be determined dynamically:

  • A target group hierarchy is static if you manually arrange the individual group members in the hierarchy.
  • A target group hierarchy is dynamic if its composition is determined by the program logic of an assigned application library. In this case it is to be decided between such hierarchies that are generated dynamically during the first use and remain unchanged afterwards, and those the composition of which is rebuilt during every use.

You should be clear about these different hierarchy variants and the consequences linked with them if you plan to reuse an existing target group hierarchy in a new survey.

The system offers the following possibilities to reuse an existing target group hierarchy:

  • Import from Application: The system generates the target target group hierarchy according to the implementation of an application library that you have assigned to the survey.

Within the context of Strategic Enterprise Management – Business Planning and Simulation (SEM-BPS), the mySAP Financials solution contains an application library with which the cost center manager determines the organizational structure and which can be transferred as a target group hierarchy. At the same time this application library offers an example for a dynamic target group hierarchy that is automatically updated to the latest status of the organizational structure it is based on.

  • Transfer from Other Survey: You select a survey the target group hierarchy of which you want to use in the current survey.
  • Import from File: You have exported the target group hierarchy of a survey as an XML file earlier and now import the target group hierarchy saved in this XML file into a new survey.
  • Transport: You can include the current target group hierarchy in a transport request of the SAP transport system and in this way import it into other target systems of your system landscape.

The system proceeds with the reuse of target group hierarchies so that the hierarchy of the current survey is generated as a copy of another hierarchy that is used here as a template. This means that independent new objects are formed with the reuse of a hierarchy. Therefore, changes to a target group hierarchy are only effective in the survey in which you make the changes.

Activities

  1. Enter the transaction code SURVEY to start the Survey Cockpit.

    The Overview of Surveys screen appears.

  2. Choose Survey ® Create to create a new survey or open one of the existing surveys by double-clicking on the appropriate list entry.

    The Change Survey: <Name of Survey> screen appears.

  3. Decide whether you want to reuse an existing target group hierarchy in the current survey or whether you want to make the current target group hierarchy explicitly available to other surveys:
    • Proceed as follows to use an existing target group hierarchy in the current survey:
    1. Choose Extras ® Target Group Hierarchy and then one of the functions Import from Application, Transfer from other Survey, or Import from File.
    2. Depending on which type of reuse you have selected, enter the application library, survey, or XML file from which you want to transfer the target group hierarchy and confirm your selection.

The system swaps the target group hierarchy of the current survey for the desired one.

The previous target group hierarchy of a survey is lost irrevocably when you transfer another target group hierarchy. If you need the previous hierarchy later then export it into an XML file (Extras ® Target Group Hierarchy ® Export into File).

    • Proceed as follows to make the current target group hierarchy explicitly available to other surveys:
    1. Choose Extras ® Target Group Hierarchy and then one of the functions Export to File or Transport.
    2. Depending on which function you have selected, enter the name of an XML file or a transport request and confirm your entries.

The system writes the necessary data for the target group hierarchy in the XML file or the transport request.