Hi All,
Have setup and used a few custom rollups, which are great.
However, looking to setup a few which would require a specific from/to time range, such as "Sum between 13-24 months", "Sum 25-36 months". I can see where you can enter number of days from today or based on number of fiscal/calendar years - but how to enter a from/to range - by days or months?
My understanding is that this is not possible with NPSP Customizable Rollups. It will even be difficult with Declarative Lookup Rollups (DLRS), but I think it's possible. What you might do is create an invisible formula field on your opportunity object. It would be a checkbox that is checked (TRUE) if within your time range and unchecked (FALSE) if not in your time range. Then do a Sum operation DLRS, but use the Relationship Criteria option to exclude any records where your custom checkbox field is marked false.
I did something similar to create a "Prior Gift Amount" rollup that shows the amount of a donation prior to the last gift on the account. I used the Last operation, excluding any opportunity record where a custom "This Is The Most Recent Gift" checkbox was marked true (drawing from an idea I read about from @Soapbox Engage App --thank you!) So if anyone out there knows how to solve this problem more simply, please let us know! I'd be very pleased to back out my solution and implement something with fewer steps. 😉