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Roll-up Summary and filtering on Custom Formula Field
I've searched around, but I can't find a solution to this:
In an effort to bypass the fact the Opportunity Products cannot be referenced in a formula, I'm attempting to use a Roll-Up Summary field, but its not working as I had hoped. My steps are:
1) In "Products", there is a Customer Checkbox labeled "Beta"
2) In "Opportunity Products", there is a Custom Number (0 decimal places) Formula field named "Betalook". The formula states:
IF(PricebookEntry.Product2.Beta__c,1,0)
So, any "Opportunity Product" entry whose Price Book item has the "Beta" box checked will show a 1 in this field, and a 0 otherwise.
In "Opportunities", I want to create a Custom Roll-Up Summary field ("Betacount") that will count the number of Opportunity Product entries that have a 1 in the "Betalook" field.
1) I start a new Custom Field in Opportunity, choosing "Roll-Up Summary" as the type
2) I name it "Betacount"
3) I choose "Opportunity Product" as the Summarized Object and "COUNT" as the Roll-Up Type.
4) I choose the "Only records meeting certain criteria..." radio button.
The problem is that in my choices for "Field" in the criteria, the "Betalook" field is not available. It is also not an available field in the "Field to aggregate" picklist if I choose SUM, MIN, or MAX. The Roll-Up Summary help files states: "Roll-up summary fields can calculate the values of formula fields if they do not contain functions that automatically derive values on the fly, such as NOW or TODAY." So, why can't I filter on the field? Any help would be greatly appreciated.
Your formula field has a spanning (cross-object) reference in it, which is why it is not available. I think that info is in the help doc in the Cross-Object Formula topic, but not the Rollup Summary Fields topic. I will log a doc bug to update the Rollup Summary Fields topic.
I know that this is a common business need, to summarize by Products, and that we have reports to provide this data analysis. Due to the nature of the complexity of the relationship, this is something that cannot be supported with Rollup Summary Fields.
All Answers
Your formula field has a spanning (cross-object) reference in it, which is why it is not available. I think that info is in the help doc in the Cross-Object Formula topic, but not the Rollup Summary Fields topic. I will log a doc bug to update the Rollup Summary Fields topic.
I know that this is a common business need, to summarize by Products, and that we have reports to provide this data analysis. Due to the nature of the complexity of the relationship, this is something that cannot be supported with Rollup Summary Fields.
Can you request again that this get added to the rollup summary help topic - that would have saved myself and SFDC support a lot of time.
Seems like so much work for something that should be standard. I had to do the same.