I have a report requirement to calculate campaign revenue (sum of associated Opportunity's actual revenue) on the basis of 30 days old, 60 days old and 90 days old opportunity. We are working on Dynamics crm online 2015.
Something like the following:
Campaign 30Days-Opp-Rev 60Days-Opp-Rev 90Days-Opp-Rev
What I have done so far:
1- I have tried to create rollup fields on campaign, but they don't allow conditions to restrict summation of opp revenue on the basis of date.
2- I have tried calculated fields but they don't summing up of child fields.
3- I have tried FetchXML reports but it doesn't support subquery or UNION types in xml.
Any help is highly appreciated.
you can write c# plugin and execute your fetch query in your plugin
Related
I need to build a marketing list with date condition like so:
Month("End Date") = "This month" + 4
Basically, find records with End Date in 4 month
For example, if I pull the list on 6/12/17 - I will get all records with end date in Oct: 10/1/17, 10/2/17, etc
The closest I found is "Next X Month" but it also includes records within 3 month.
As an alternative - I'm exploring a path of creating workflow to update the "query" value of the marketing list record. Unfortunately, it's not possible to add Query field to the default form... this is getting very complex for a simple requirement.
Any ideas would be appreciated!
In the marketing list manage members, use "Add using Advanced Find" option and add all records with "Next 4 Month". Then use "Remove using Advanced Find" option and remove all records with "Next 3 Months".
Basically we can have a batch job every night, which will calculate the desired date or month filter for each contact record. Then fetchxml query for dynamic Marketing list can target this field.
Similarly rollup field can also be tried in contact.
I have a percentage measure calculated in SSAS tabular and its correct.
But when i use it in a report i face the following problem (in all percentage measures).
the values under male and female (which are subgroup of saudi and non-saudi) are correct but if you look at the total under "Both sexes" it is incorrect,because it shows summation of male and female percentage, where the right thing is it shows the percentage of the saudi or non-saudi.
If i calculate the measure in SSRS in the expression fields i get it right as follows
But i want to use the measure to show the right values.
So.. can anyone help me with this i have serious issues in later reports and i just cant simply recalculate the SSAS measures in SSRS using expressions.
Note: dont mind the decimal places differences between the two pics.
Thank you.
You can change your MDX query in SSRS to return the subtotal rows then change your Textbox formulas in the body of the Report to say =Aggregate instead of =Sum. This process is described more here by Stacia. You can use manual MDX queries. Don't miss the comment at the bottom:
Romuald Coutaud March 17, 2011 at 7:52 pm Hi Stacia,
In fact, it works in query mode too in 2008R2. But, I have to admit
that the way that RS and AS work together when you want to use
aggregate function is very difficult to perfectly understand and I
have struggle very long time to make one sample report running in this
way. In query mode you need to write MDX by referencing each level of
the hierarchies from the top one to the deepest one want to display in
your report, even you don’t need to use all these ones. As an example
you have to put Year, Quarter and Month to be sure to display Month
and be able to use aggregate function.
Basically in your report =Aggregate will try to retrieve a row where Nationality is not null and Gender is null. If you get stuck please write back with the list of each field used in each group in SSRS and a screenshot of the MDX query designer.
I've got the needed query to extract what data I need, but I'm having issues on how to manipulate them in Visual Studio 2008 and/or Report Builder 3.0.
I want to add the calendar days of the month as a column horizontally in SSRS and I've tried many different ways but still unable to accomplish what I need.
Here's basically what I'm trying to accomplish. Any help would be greatly appreciated:
Modify your original dataset query to include an right outer join to a dimension table, linking your completion date to a date field within your dimension table, for example your sql query should include something like:
FROM tbl_referrals RIGHT OUTER JOIN
Dim ON tbl_referrals.AdmitDate = Dim.Date
and then use dim.date as column group.
If your dimension table also includes years,months these can further filtered accordingly to the days of the months you require.
I need help.
I am new to obiee (recently moved from business objects and re-creating all reports in obiee).
Here is an example I need help with. I have created an analysis where I am listing all orders with their target delivery dates and number of products in each order.
Order Id......Target Delivery Date...No of products
Abc....1/1/2016.....5
I want to add to a column next to No of products called "No of prods delivered on time". I want to compare delivery date of each product within a order with the target delivery date and
Give count of products delivered within the target date.. So the output should be
Abc....1/1/2016....5.....3
Where 3 is number of products delivered on time.
I could do it in BO by running two queries and merging them however in obiee I am not able to add second query to my analysis. I did try at product level using case when target date >=delivery date then 1 else 0 and wrapped this with sum function to aggregate but it didn't work ..
Appreciate your help in this. Searching for this topics give me results for running queries from multiple subject area :(
You also have unions in OBIEE, you union the results of 2 queries which return the same structure, so you have query A with Order ID, Target Date, No Products and a Dummy column with a 0 and default agregation Sum, and a second query with Order ID, Target Date, Dummy column summing 0 and the number of products delivered.
You do all this in the criteria tab of the analysis. It's important the order in which you put your columns, because that's what OBIEE is using to do the union.
Regards
So there are a couple of similar questions, but all are using javascript, which isn't ideal as it requires the record to be opened / saved.
So, how can you calculate age based off birthdate. There are 200,000 records this would need to be done on and it's using CRM 2015, so can involve calculated fields as well.
It's going to be reported on in the background, so we can't use Javascript.
Workflows are a possibility, but running them on 200,000 records daily isn't exactly elegant!
Any other suggestions?
I've come across this requirement a number of times.
I've solved it by writing a Scribe or SSIS job which runs nightly and updates the Contact.Age field.
In order to not update every Contact record with the calculated age (as most ages won't have changed), I've used one of the following:
For on-premise CRM (where I have SQL access to the database), I wrote a query to return:
contactid
contact age
contact DoB
calculated age (calculated column from DoB and getdate)
The Scribe or SSIS job would only update records where Contact.Age != CalculatedAge
For hosted CRM (where I don't have SQL access to the DB):
Add a field called 'Next birthday'
The Scribe/SSIS job would search for records where NextBirthday is null or prior to today. It would update the Age and NextBirthday field.
Both of these methods mean that if the nightly job doesn't run for whatever reason, then when it's next run it will catch up on any records that are now out of date.
http://blogs.msdn.com/b/crm/archive/2009/02/27/creating-a-birthday-contact-list.aspx has an example using a pre-plugin to populate the birth month, year, and day fields. This could be adapted to instead perform the calculation to populate an age field. That being said, this would only work for new records or records that are changed.
If you wanted to do this via workflow, you'd have to have a workflow assembly to perform the calculation to populate an age field. As an alternative that doesn't require any code, you could create an Advanced Find query for All birthdays in a certain time frame, i.e. "Birthday on or before 2/17/1975" (this should limit the amount of records returned and reduce it from the total of the 200,000). Include the birthday and a new Age field created in the columns shown. I simply created an age field as a text field with a size of 5 characters since I'm intending only to store the years old someone is in it. Export the contacts to Excel marking the options, "Static worksheet with records from all pages in the current view" and "Make this data available for re-importing by including required column headings". Make sure to include the Owner column in order to prevent reassigning all these records to yourself when reimporting the records.
Then in Excel, create a formula like the following in the Age column assuming the birthdate field is in Column L, "=DATEDIF($L2,NOW(),"y")", which will update the age field with how many years old someone is as of the current date. Note that you might have to perform this calculation on a separate column and copy in just the values in order to ensure that Excel does not change the data type for the Age column or you will not be able to import that data back into Microsoft CRM. Fill that formula down so all records are updated, and save the file. Then in Microsoft CRM, import these records by pointing to the updated XML file (Excel 2003 XML format). Here your only restrictions are going to be on the size of the import file (CRM Limits this to 8 MB per file) and will be restricted to 10,000 records for the export, so this is another reason to break up the records you are exporting for reimport.
If you do update these via a workflow, you can update more than 250 at a time using a solution like the one in the CRM 2013 Bulk Workflow tool for XRM Toolbox http://www.zero2ten.com/blog/crm-2013-bulk-workflow-tool-for-xrmtoolbox/ , which allows you to select a group of records using FetchXML as the criteria for the records to apply the workflow to, noting that this may take some time to process if you are running this at the same time for all 200,000 records.
Ideally, my preference would be to have a plugin or JavaScript, but can see with your requirements that you would need to have this run either daily or on a monthly basis (although I would not run it for all 200,000 since everyone's age does not change each day). Just choose the records that have birthdays in a particular month or on a particular date to run the workflows on or to export and reimport for since that's going to be much less intensive for server processing and will be able to complete much faster than having to update all 200,000 at a time.