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Roll up goal totals

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Applies To: Dynamics CRM 2013

To roll up data in the goal hierarchy, use the RecalculateRequest message. It recalculates the goal rollup field values, such as Goal.ActualMoney or Goal.ActualInteger, for all goals in the hierarchy. A rollup for each goal is performed in the context of the goal manager. This means that only the records that a manager of a goal has Read access to participate in the rollup. The system automatically switches the manager’s context for each goal during rollup, as every goal may have a different goal manager.

The totals are rolled up from the child goals to the parent goals, from the bottom of the hierarchy to the top. The ending total for the root goal at the top of the hierarchy is an aggregate sum of all totals in the hierarchy. For example, if revenue metric is used, the total is an aggregate sum of the money amounts. If a count metric is used, the total is an aggregate count of the actual records in the system, such as telephone calls. Regardless of which particular goal is a target of the recalculate operation, all totals in a given hierarchy are updated.

If you set Goal.RollupOnlyFromChildGoals to true, only child goal records are used in the rollup. If you set it to false, the rollup includes the child records and other goal’s participating records. A participating record must satisfy the following conditions:

  • The source date of the record must be between the start date and the end date of the goal time period, or fall on the start date or the end date of the goal period.

  • The state and status of the record must match the values defined in the goal metric.

  • If a rollup query is specified for the goal, all query conditions must be met.

  • The goal manager must have Read access to the record.

Note

The goal rollup fields that do not participate in the rollup are not updated, their values are null.

To specify the rollup expiration time, use the Organization.GoalRollupExpiryTime attribute. For example, if the rollup expiration time is set to six months, the goals older than six months will not be rolled up automatically. To specify the frequency of goal rollup, use the Organization.GoalRollupFrequency attribute. The frequency can be set on an hourly basis. By default, the goal actual values are recalculated every 24 hours.

Override Calculated Values

To override the system calculated actual, in-progress, or custom goal rollup field values, use the UpdateRequest message to update the goal record. You must set the Goal.IsOverride attribute to true to notify the system that the rollup field values can be updated. To signal the system that the goal’s rollup field values were overridden and must not be updated during next recalculate operation, set the Goal.IsOverridden attribute to true. If Goal.IsOverride is false, an exception is thrown during the update operation. If Goal.IsOverridden is false, the goal rollup field values will be overwritten during next recalculate operation with system calculated values.

See Also

Goal management entities
Sample: Rollup goal data for a custom period against the target revenue
Sample: Rollup goal data for a fiscal period against the stretch target count
Goal entity messages and methods