Rollup goal issue RRS feed

  • Question

  • When I create a rollup query for in progress opportunities, the dollars do not match up using the same criteria as an advanced find.  the advanced find results produce more opportunities than the rollup query but both are using the same criteria to pull the data.  anyone else have this happen?


    Monday, May 11, 2015 1:43 PM

All replies

  • Hi,

    I'm pretty sure rollup queries work just like advanced find as we have used them in other custom solutions outside of goals.

    Check the 'Record Set for Rollup' option on your goal. If it is set to 'Owned by goal owner' then the results of your rollup query will be additionally filtered to only return records (opportunities) owned by the goal owner.


    MCTS. GAP Consulting Ltd. Microsoft Community Contributor Award 2011 & 2013

    Tuesday, May 12, 2015 10:22 PM