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#Roll-up토론 중인 항목 0개

Rollup and Report on Who

My solution to make clickable links to reports that show the total of the records that meet those report filters.

https://www.freelikeapuppy.tech/post/rollup-and-report-on-who

 

Rollup and Report on WhoMy solution to make clickable links to reports that show the total of the records that meet those report filters.

 

Also a celebratory note: This is my 100th Post! I’m proud to have reached that milestone. Thank you for coming on this journey with me. Happy New Year!

 

@Admin Group, West Chester, US @Admin Group, Philadelphia, US @Nonprofit User Group, Philadelphia, US @Nonprofit and Education MindShare @Salesforce MVP Collaboration Space

 

 

#Roll-up Summary Fields

댓글 4개
  1. 1월 5일 오후 3:35

    The MVP specific is simply that I'm an MVP and the MVP Collaboration Space is a channel I've been active in, so it was one that I have always posted by blog post notifications to. (Though that channel gets a lot less traffic now that there is an official MVP Slack.) I tag groups not based on topic, but based on membership (ie. ones I am a member of and regularly follow). 

    The topic on this one was

    #Roll-up Summary Fields

    , which I think was the right one. 

     

    You're not alone in it being hard to filter content on the TBC. There's a lot here. My strategy is to pick a couple of channels that I actively watch. I usually set those to notifications for Every Post. Or I go in every so often and just skim down. (I used to read the weekly digests for a bunch of others, but for a while now I've just been ignoring the weekly digests because they're too overwhelming.) It's still overwhelming.

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Our organization recently made a change to a NPSP customizable rollup filter group, "Opps: Won (HC) Excl RecTypes."  We want to exclude a record type that was being included in the calculation of dozens of donation related roll-ups.  If I run recalculate roll-ups under one contact, they update correctly.  All good so far...

 

The problem is that we need to force a mass recalculation of the dozens of donation rollups for the thousands of contact/accounts that have any opportunities of the now-excluded record type.  I've searched all over and can't find a way to trigger those roll-up recalculations in bulk.  I tried making minor edits to a contact record and its contacts hoping that update would trigger the recalculation, but to my surprise it did not.

 

I appreciate any help you can provide to trigger bulk recalculation of NPSP rollups.

#NPSP #Roll-up #Customizable Rollups #Force Mass Recalculation

답변 2개
  1. 2023년 3월 3일 오전 3:33

    Hi... go to NPSP Settings > Bulk Data Processes > Rollup Donations Batch.

     

    "This utility calculates rollup totals for all Closed Opportunities and updates the relevant Contacts, Households, and Accounts. This process may take some time, but you can safely close this page and the process will continue in the background."

     

    And yes, as Jason said the recalculation should also happen overnight. Hope that helps!

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답변 9개
  1. 2015년 5월 12일 오후 4:23
    thanks so much i will definately vote
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