Custom Rollup in CRM - dynamics-crm-2011

Our customer has a strange requirement. I am not sure if this is feasible in CRM 2011. Currently, the rollup calculation is always performed on the base currency field. For eg: if the rollup field is selected as "Estimated Revenue" from the opportunity, the rollup calculation is performed on the base of the estimated revenue.
Now ,is it possible to change this behavior. i.e instead of using the base currency field, the rollup calculation has to use the actual currency field.
Has anyone ever attempted to write a custom logic for the rollup calculation.
Thanks,
Vikas

I cannot imagine why you want to do this. Why would you want to add up dollars, yen, escudos and euros in a single figure (like adding apples and watermelons)?
The whole point of fields like estimatedrevenue_base is to get everything in one currency so that you can add them up and get a figure which at least means something.
If you are only using one currency then there is no difference anyway. If using more than one, Base currency is surely the way to go?

Related

Ranking text to see if they got a better health plan

I need to write code that will evaluate whether their plan change from the previous year and put "Moved Up" in a column to the right if the plan changed. First the code needs to make sure that they have the same member ID and that it is a new year. Here is what it looks like in excel:
000880093121 2015 Bronze 60 HMO
000880093121 2016 Silver HMO
My first thought was to use nested IF statements but I do not know how to tell excel that the Silver plan is a better plan than Bronze. There is a total of five different plans that members can have.
=IF(A3=A2,IF(B3>B2,"Moved Up"))
This will successfully compare the member ids and make sure that it is a new year. I just do not understand how to give text values a numeric value so that it can be compared. Also there is over 30k rows that I will be applying it to.
The output that I am looking for should be this:
000880093121 2015 Bronze 60 HMO -
000880093121 2016 Silver HMO Moved Up
Thanks for the help, much appreciated.
Put the different plans in a table sorted from "least-good" (top) to "best" (bottom), and name that range (e.g.) "planTable".
Then you can do this:
=IF(AND(A3=A2,B3>B2),
IF(MATCH(C3,plantable,0)>MATCH(C2,plantable,0),"Moved Up",""),
"")

NetSuite - Generating Multiple Sales Orders from one Estimate (aka Quote)

Is it possible to generate two (or more) Sales Orders for one Quote/Estimate in NetSuite?
When I ask if it's possible I mean without doing everything manually in SuiteScript.
Specifically we have a custom field added to the Opporutnity & Estimate transaction called custcol_hauler_rate and there are firm business rules disallowing a Sales Order to be generated with more than one distinct hauler rate.
I was hoping that there was a way to transform a Quote using a "filter". If I knew there were two distinct haul rates, say $10/ton and $15/ton, than in SuiteScript I could perform two transform statements one for the $10 items and one for the $15 items. This sounds too good to be true.
The number of distinct hauler rates on a Quote is usually one, but on it could be half a dozen so if that matters. Otherwise I am leaning towards splitting out the Quote using copy and plucking out items from the copied versions.
You can transform a single Quote to Order multiple number of times. Without SuiteScript it wont be possible.
I would suggest write your own button using beforeLoad user event script.
There is no built-in way to do this.
I'm not sure you can transform a quote multiple times. I'd test that first.
You can use nlapiCopyRecord on the quotes though and filter out items by hauler rate.

AddDays function on attribute

I am new to Microstrategy and I having one doubt. I am trying to display amount sales of sales corresponding to DayDt(date type attribute ) and amount of sales for (DayDt-365 days).
I tried to use AddDays function but it seems directly I can't apply it on this attribute .It support only metrics.So I created a metric(DayDt Metric) based on the sum(DayDt).
But the value coming in the DayDt Metric Column is integer .how can I convert this value into date.
Also : I would be pretty grateful if anyone can tell any other procedure to achieve my purpose
Thanks in advance
In this case what you need is a Transformation.
Create a new transformation based on the DayDt attribute and as Expression use DayDt Id - 365 days (I'm not in front of MicroStrategy now, but you should be able to use formulas here, so AddDays or a similar one will help you).
Save the transformation with a meaningful name like "Last Year"
Make a copy of your orignal metric, but in the trasformation section add the Last Year traansformatio you just created.
Save it as "Amount of Sales (LY)" or the name that you prefer.

Any solution to the Today Calculated Column problem is SharePoint?

I would like to be able to use today's date in a calculated column in a SharePoint list to, for example, determine whether a task is overdue. There is a well-documented trick that involves creating a dummy column named "Today," using it in a formula, and then deleting it, thereby "tricking" SharePoint into using the Today function.
The problem is that this method does not work reliably -- the calculation is not dynamic; it is only made when the item is saved, and therefore the Today "column" effectively becomes the Modified Date. (This is probably why SharePoint won't let you use the Today function in a straight-forward way.)
Has anyone found a solution that works? I know I can use javascript to get the actual date on the client side and display colors, flags, whatever, but I am looking for a "server side" solution.
For reference, the Today column trick and its problems are described fairly well at these two posts and associated comments:
http://blogs.msdn.com/cjohnson/archive/2006/03/16/552314.aspx and http://pathtosharepoint.wordpress.com/2008/08/14/calculated-columns-the-useless-today-trick/
There simply isn't a work around for this. As the values for the list are stored in the database and returned "as is" to other featurs such as the search crawler, a dynamic field cannot be created.
It is possible to create a custom field that will display the value using todays date in its calculation.
In addition to Christophe's (PathToSharePoint)'s article this also covers the Today trick and why it doesn't work
The Truth about using Today in calculated columns
There are a number of fudges, probably the best one is Dessie's console app (mentioned above by MNM)
Dynamically updating a SharePoint calculated column containing a Today reference
Its good but its not perfect, for example you may have to worry about different timezones.
Before going down this route you should ask yourself if you really, really need to do this. For example :-
If you want a countdown (days overdue/days left to complete a task) then you can use SPD and a XLST Data View web part
If you want a view to show overdue items or items created in the last X days ec then you can use [Today] in a views filter 2
If you create a Today column it needs to be updated. You can do that with either a timer job or by placing a jquery script on a page that is hit by the user. The script could call SPServices.SPUpdateMultipleListItems to do the update. Pass a CAML clause so that you only update the list items where the Today value needs to be updated, e.g. once per day.
My advice is to create your on field that does this calculation for you and then reference it in your SharePoint list. Not a simple implementation but it would work.
I have been looking for a solution either, still no luck.. The Today column trick has the limitation of not being dynamic.
I do have one suggestion though, why don't we create a timer job that will update a certain a certain column with the current date every day at 12 AM. I know some of you all might think it an over head. Just my suggestion :D!!
I came up with a very rough, but working solution to this problem without having to do any coding. I'll explain both how i made the today column and how i worked that in to an overdue column, becuase that column was a pain to find out how to do as well.
First, I made a column named "today" (gasp!). Next I made a column named "Days Overdue". I then opened up sharepoint designer and created a new workflow. I set it to run every time an item is edited/updated (keep in mind I turned off versioning for this list, otherwise I would have had to resort to coding to avoid a bunch of useless data building up on our server). I set the actions to simply store the modified date in a workflow variable, then change the value of the today column to that variable. although the modified column is a date/time and my today column is just a date, it transfers just fine. I then set the workflow to pause for 2 hours. you can set this to whatever amount of time you want obviously, it will just change the latest possible time for your today column to update, i.e. 2AM in my case.
on to the days overdue column. this is the code for that guy -
=IF([Due Date]>Today,"None",IF([Date Closed]=0,Today-[Due Date],IF([Due Date]>[Date Closed],"None",IF(Today>=[Date Closed],[Date Closed]-[Due Date],IF([Due Date]<Today,Today-[Due Date])))))
This shows the days overdue in number form in days, or if its not overdue, it shows "None". You can use either a number format or a string format, but NOT A DATE FORMAT. Well, I hope this helps anyone who is running into this problem and doesn't want to have to delve into coding.
EDIT: I forgot to say that in the code above for the days overdue column, I put in that if today is past the date closed, to use the date closed minus the due date instead of today minus due date, to ensure that the calculation doesnt keep occurring after an item has been closed. you probably would have noticed that in the code, but i felt i should point it out just in case.
EDIT 2: The code I had in before my 2nd edit for my calculated column didn't calculate the days overdue properly after an issue had been marked "closed." I put in the updated code. The last part of the code doesn't make sense, as it is the same logic as the beginning, but it worked so I didn't want to take any chances! :)
Peace.
I've used the following and had no problems.
Field Name: Overdue
Field Type: Calculated
Data Type Returned: Yes/No
Formula:
=AND([Due Date]<NOW(),Status<>"Completed",[Due Date]<>"")
Here is a workaround:
Create a date column called Today.
Use this column in your calculated formula (ignore the fact that the formula returns a wrong value).
After you are done with the formula, delete the Today column from your list.
For some reason it works this way! Now Sharepoint treats the Today in your formula as today's date.
Note: If you decide you want to change the formula, you have to create the Today column again. Otherwise, it wouldn't recognize Today as a valid column.
I Tried #Farzad's approach and it seems to be working perfectly. I wanted to do a custom count on Days Elapsed so added a calculated column which previously I was using a difference between the Created Date and Modified Date Columns, which was only showing up whenever a user updated the post, much to my dismay.
I now have a formula which works as I would want to and uses the Today column, and here it is for anyone who would like to use it. I also have a Status column on the basis of which a base of On Hold is used, and the remaining formula are based on the date difference of Today - Created.
=IF(Status="On Hold","On Hold",IF(AND(Today=Created,(DATEDIF(Created,Today,"D")=0)),"New",IF(AND(Today<>Created,(DATEDIF(Created,Today,"D")=0)),"New (updated)",IF(DATEDIF(Created,Today,"d")>3,"Need Update Immediately",IF(DATEDIF(Created,Today,"d")=1,"One day old",IF(DATEDIF(Created,Today,"d")=2,"Two days old",""))))))
Basically its just a bunch of nested IF conditions which get me labels on the basis of which I can add a group to my view and filter out data if needed. Hope this helps anyone looking for an answer!

SharePoint List Column Today's Date

All,
Does anyone know how to make a column in a SharePoint list that will always display today's date when rendered? I've seen tricks that require the list/item to be modified each day however, that's not what I'm looking for. I just want a column that whenever the list is viewed it displays the current date.
Thanks for any feedback.
I wanted to say that you use calculated columnns, but unfortunately according to this link the TODAY function is supported as a default value, but not supported in a calculated column.
So, outside of a default value, the only way to do this may be through a more involved effort. I see two options:
Use SharePoint Designer and the Data Form Web Part to show a view into a list with an additional column that has today's date.
The right way to do this is likely a computed field as it does not involve storing any additional information, but simply displays additional information. I didn't find a good link that only discussed computed fields, but this link does go into a bit of depth.

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