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Topics#Data ManagementMark Morgan's Question
Mark Morgan (TapeCase) asked in #Data Management
Feb 3, 2020, 8:41 PM

Child to Parent Formula

We have a rather complex requirment that involves pulling data from a child object up to the parent. I've created a custom object which is updated nightly via some scripting and holds revenue data that has been pushed over from our ERP. The object is built in a way that each account has revenue data for each month of the year. So the January 2020 record was modified nightly until Feb. 1, at which point a new record was created to capture February numbers. This process will continue to repeat itself.

 

The ask from our President is to pull that data into the Account object itself so we can quickly see both YTD and MTD revenue numbers. I'm struggling with how to accomplish this as I'm essentially going to have a "many to one" pull as the year goes along. Any help with how to make this happen is much appreciated.

 

Thanks!
3 answers
  1. David Holmes (GRAPHISOFT)
    Feb 3, 2020, 9:19 PM
    Hi Mark

     

    Sakshi has got it right.  But there are also some 3rd party tools you might want to take a look at to see if they are any easier for you.

     

    Rollup Helper: https://www.passagetechnology.com/rollup-helper-overview

     

    DLRS: https://github.com/afawcett/declarative-lookup-rollup-summaries

     

    You could also look into displaying a chart on the account that displays YTD and MTD instead of actually rolling those numbers up.
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