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home/Knowledge Base/Template Designer(DCP)/Aggregation in DocumentsCorePack – an overview

Aggregation in DocumentsCorePack – an overview

271 views 0 Updated on March 26, 2020

This article outlines the basics of aggregation, a functionality of Microsoft Dynamics CRM, that we have integrated in our Template Designer.

The functionality is very useful when you want to create an overview to certain data and sum or calculate the average of revenues or sales. It can also be used to create quaterly, yearly, monthly or daily reports. Please find an example on how to use aggregation properly here.

Aggregation fetches enable you to calculate sum(s), average minimum & maximum and count items. All aggregation methods supported by Microsoft Dynamics CRM can be easily applied to any template, although the selection depends on the fields to be inserted.

The following aggregate functions are supported by Microsoft Dynamics CRM:

1) AVG
This functionality computes the average values for all entities or relationships used
for the template.
    Please note: 0 is not considered when the average is calculated. However, the result of
a calculation including 0 is replaced by zero (0).

2) COUNT (Subfunctionalities: COUNTCOLUMN, COUNT DISTINCT COLUMNS)
This functionality provides you with a count of all entities or relationship used for the
template.

3) MAX
This functionality provides you with the maximum value of a certain selection of entites.
    Please note: 0 is not considered when the maximum value is calculated. However, the
result of a calculation including 0 is replaced by zero (0).

4) MIN
This functionality provides you with the minimum value of a certain selection of entites.
    Please note: 0 is not considered when the minimum value is calculated. However, the
result of a calculation including 0 is replaced by zero (0).

5) SUM
This functionality provides you with a sum of all entities or relationships used for the
templates.

6) MULTIPLE AGGREGATES
This functionality enables you to use multiple aggregate attributes to set a minimum
and a maximum.

7) GROUP BY
This functionality enables you to use multiple aggregate attributes and a linked
group by attribute.

7 a) GROUP BY WITH LINKED ENTITY
This subfunctionality enables you to use the sum aggregate attribute to sum
linked entity values.

7 b) GROUP BY YEAR, QUARTER, MONTH, WEEK or DAY
These subfunctionalities enable you to group results by year, quarter, month, week
or day.

7 c) MULTIPLE GROUP BY
This functionality enables you to use multiple group by clauses.

8) ORDER BY
This functionality enables you to use multiple order by clauses.

Please click here to get an example on how to use aggregation fetches properly.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

reworkneeded… more details..screenshots.. examples

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