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How to rollup count of unique values #99

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kvonachen opened this issue Dec 11, 2014 · 6 comments
Closed

How to rollup count of unique values #99

kvonachen opened this issue Dec 11, 2014 · 6 comments

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@kvonachen
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I have a situation where I have a related list on leads that stores records. In the related list, I have a field called Chain. In the Lead, I need to count the # of unique chains from all related list records associated to the lead. Is this possible, and if so, what is the Relationship Criteria to use?

@afawcett
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This scenario is currently not supported I'm afraid. It would require the tool to allow the user to customise the GROUP BY clause used in the underlying query. Its not a difficult change, but is still a change to the code. I've marked this as an enhancements.

Possible workaround, is if you have a finite set of Chain values you can have a rollup for each and place the result in a specific custom field on the Lead, then use a formula field on the Lead to add them up.

@kvonachen
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that's a big bummer! Thanks for your feedback. I may have to figure
out the right formula to use a workflow to populate the field instead.

@afawcett
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Ok, good news, grabbed some time during my holiday to chill with the laptop and just finished coding this up, it will be in the next release, hopefully this weekend!

@afawcett
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It is achieved by selecting 'Count Distinct' instead of 'Count'.

@kvonachen
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Excellent! Thank you so much! I did figure out a workaround for this client (albeit it wasn't an easy one!) but I can see using this for other configurations with this and other clients too!

@afawcett
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Added in version 1.18, see README for more.

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