You’re offline. This is a read only version of the page.
10
Hi all,
We're setting up goals in Dynamics 365 and the goals seem to be rolling up properly, but I have a question on how "participating records" work. It seems that the participating records for goals are showing all opportunities for that goals timeframe. It's not showing just records with a dollar amount that contribute to the rollup total. It's showing all records even though some of those records might have a zero in the field that is being rolled up.
Is this normal behavior? How are users supposed to see all records which had a dollar amount that contributed to the rollup numbers for their goals?
Best Regards,
Phil
Hi Phil,
"Participating records" are those that meet the filter criteria for the Rollup Query. A record with a zero value is still included in the rollup, but it doesn't, obviously, increase the rollup total.
If you want to exclude the records with a zero value, you can add a clause to the Rollup Query (e.g., "AND Estimated Revenue does not equal 0").
Gary Letter
NextLevel Business Systems
If you find the answer useful, please click "Yes" to mark it as verified.
Share
Report
All responses (
Answers (
