Conditional rollups based on date ranges with Sugar Logic?

Hello Sugar lovers!

We're trying to provide enriched info on our customer's records. Ex. win rates, etc. Since the reporting engine 1) cannot make calculations on sums (ex. win rate) and 2) still cannot show contextual reports in the sidebar, we're playing with calculated fields. 

This works relatively well, except when we are trying to create rollup conditions based on dates, for instance win rate for the current year or for the last 365 days. AFAIK there is no way to use "greater than" or "smaller than" in conditional rollups (sum/count)? 

Our current approach is to create a calculated field on the children records that saves the year for the target field and do the condition on that. But that's yet another calculated field and we are wary of the impact on specs. 

What is your approach for this? 

Parents Reply
  • Hi Harald,

    Thanks for your reply. I'm already working with the rollupconditionalsum and count functions. The issue is that these functions apparently can only filter on "equal" operators, not > or <. So I can't get the total of opps which expected close dates is greated than today-365 for instance. I need to have a calculated field "year" on the opp and test on that. 

    Or is there something I'm missing? 

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group

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