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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Roll up query missing ...
Microsoft Dynamics CRM (Archived)

Roll up query missing one record from total

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Posted on by Ciaran Reynolds 230

I have created a roll up field which totals up a currency value from another entity called "offers". Currently there is one record missing from the roll up field. I have recreated the roll up parameters in an advanced find and I can see the missing record but can not get it to be included in the roll up. I even tried changing the roll up parameters to specifically call the missing record but still couldn't manage. I've tried specifically calling other records and succeeded. This gives me the impression that there is an issue with the particular record. 

The parameters for the roll up are below. 

4276.Roll-up.JPG

And here is the record that is missing. I have highlighted the fields relating to the roll up above. 

Roll-up-2.JPG

Any idea why this particular record would not be pulling through? 

*This post is locked for comments

  • Ciaran Reynolds Profile Picture
    Ciaran Reynolds 230 on at
    RE: Roll up query missing one record from total

    Hi Ryan,

    Yes I've tried this and still no luck.

  • Suggested answer
    Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on at
    RE: Roll up query missing one record from total

    Hey Ciaran,

    Is it possible that the datetime behaviour of the Completions Date is causing it to not be rolled up?   Have you tried setting it to TimeZone Independent?

  • Ciaran Reynolds Profile Picture
    Ciaran Reynolds 230 on at
    RE: Roll up query missing one record from total

    Thanks for the suggestion but unfortunately still no luck. I've opened a support ticket with Microsoft but if you have any other recommendations I'd appreciate it.

  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: Roll up query missing one record from total

    Is it possible to change it to a different currency (euro for example) and then change it back? Maybe this will cause a refresh over the record and solve the issue?

  • Ciaran Reynolds Profile Picture
    Ciaran Reynolds 230 on at
    RE: Roll up query missing one record from total

    The currency is set to Pound Sterling.

  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: Roll up query missing one record from total

    Can you please then check if the transactioncurrencyid is null for the child record?

  • Ciaran Reynolds Profile Picture
    Ciaran Reynolds 230 on at
    RE: Roll up query missing one record from total

    We use Dynamics 365 online so are unable to check this.

  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: Roll up query missing one record from total

    Is this CRM Online or OnPremise?

    If it is CRM OnPremise, you can get a SQL Profiler, while triggering the rollup and see there what filter criteria it uses.

    I've seen similar issues in the past where the Transaction Currency Id against the skipped record was null. Can you please check this as well?

    Regards,

    Radu

  • Ciaran Reynolds Profile Picture
    Ciaran Reynolds 230 on at
    RE: Roll up query missing one record from total

    Hi Radu,

    Thanks for your suggestion. The record is active like the other records.

  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: Roll up query missing one record from total

    Hi Ciaran,

    Could it be the state of the entity? Active / Inactive? (Maybe the record that is missing is inactive)? Could you please check that?

    Radu

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