entity\sumRelated -> Filter!

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  • Ellen
    Senior Member
    • Jan 2018
    • 149

    entity\sumRelated -> Filter!

    Hi,
    I have already create filter report as below step:
    1.Create report for opportunities with status is win:
    list report
    column: tourcode,revenue,tour status
    filter: tour status is win

    2.Create filter report:
    Use above report

    3.Create formula:
    Entity: account
    totalrevenue = entity\sumRelated('opportunities', 'revenue','reportFilter5de5ff3d6921280f7');

    But it's seem not working.
    Please help to check what is wrong here.

    Thank you,
    Ellen.


    Attached Files
  • Ellen
    Senior Member
    • Jan 2018
    • 149

    #2
    Please help to check and advise

    Comment

    • Maximus
      Senior Member
      • Nov 2018
      • 2731

      #3
      Hello Ellen,
      please, provide the error log records about this issue. You can use 'Recalculate formula' to generate the new log records.
      Try to remove all columns from the report except 'revenue'.

      Comment

      • Ellen
        Senior Member
        • Jan 2018
        • 149

        #4
        hi,
        1.You can use 'Recalculate formula' to generate the new log records: -> Can you guide details
        2.Try to remove all columns from the report except 'revenue';-> you mean report should you only one column for filter?
        I just remove all and keep only revenue but it's still not working
        Thank you.

        Comment

        • Maximus
          Senior Member
          • Nov 2018
          • 2731

          #5
          > Can you guide details
          If you have a defined formula for the entity you can run 'Recalculate formula' action (see screenshot). So if there are some errors in the logic it should throw the error into log file.
          Attached Files

          Comment

          • Ellen
            Senior Member
            • Jan 2018
            • 149

            #6
            Hi,
            I do not have this
            Attached Files

            Comment

            • Ellen
              Senior Member
              • Jan 2018
              • 149

              #7
              So, What should I check now Maximus

              Comment

              • Maximus
                Senior Member
                • Nov 2018
                • 2731

                #8
                This action is available for entities with defined formula. So I assume that it should be available for the Account entity cause you defined the formula for it.
                I have paid attention that you created the report filter for the 'Tour' entity but trying to use it in the sumRelated formula with 'opportunities' relationship link that applies to Opportunity entity.
                Try to change the 'opportunities' relation onto appropriated one between Account and Tour.

                Comment

                • Ellen
                  Senior Member
                  • Jan 2018
                  • 149

                  #9
                  Hi Maximus,
                  Tour here is opportunities entity.We just change the lable only.

                  Comment

                  • MichelleWade
                    Junior Member
                    • Jan 2020
                    • 1

                    #10
                    Originally posted by Maximus
                    This action is available for entities with defined formula. So I assume that it should be available for the Account entity cause you defined the formula for it.
                    I have paid attention that you created the report filter for the 'Tour' entity but trying to use it in the sumRelated formula with 'opportunities' relationship link that applies to Opportunity entity.
                    Try to change the 'opportunities' relation onto appropriated one between Account and Tour.
                    Thanks for the clarification

                    Comment

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