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Use of custom calculated field in Goal Rollup Query

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Posted on by Graham Phelps

Hi All,

I have scenario where I have had to calculate the actual qty of an order line depending on the description of the product.

For example if my order have three lines and each line has a qty of 2:

If the product description contains ‘one unit’ my Calculated Qty is the line Qty * 1 = 2
If the product description contains ‘two units’ my Calculated Qty is the line Qty * 2 = 4
If the product description contains ‘six units’ my Calculated Qty is the line Qty * 6 = 12

This issue I have is that I would then like to use this ‘Calculated Qty’ in my Goal Rollup Query, so that when the goal is looking for the total qty for these three lines, it it returning 18 and not the actual qty of 6.
Can this be done?

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VaHiX 3,119 on at

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Use of custom calculated field in Goal Rollup Query

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MichaelTorres 58 on at

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Use of custom calculated field in Goal Rollup Query

Hi there,

You’ll need to create a custom-calculated field in Dynamics 365. Navigate to the customizations area in Dynamics 365. Create a new field for your order line entity and set it as a calculated field.

In the field’s properties, use a formula to evaluate the product description. You can use conditional logic (like an IF statement) to set the calculated quantity based on whether the description contains one unit, two units, or six units

Once your custom-calculated field is set up, you can incorporate it into your goal rollup query. This way, when the query runs, it will use the calculated quantity instead of the actual quantity, giving you the desired total

Hope it will help
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Muhammad.Affan 4,449 on at

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Use of custom calculated field in Goal Rollup Query

Hi There,

Refer these links:

https://learn.microsoft.com/en-us/dynamics365/sales/create-edit-goal-rollup-query-sales

https://learn.microsoft.com/en-us/dynamics365/sales/developer/roll-up-goal-totals

Thanks

Affan
VaHiX 3,119 on at

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Use of custom calculated field in Goal Rollup Query

Did you try this guide?

How to Create a Calculated Field in Dynamics 365 (CRM) - Encore Business Solutions