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Calculated and rollup attributes

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Applies To: Dynamics CRM 2015

Calculated and rollup attributes free the user from having to manually perform calculations and focus on their work. System administrators can now easily define a field to contain the value of many common calculations without having to work with a developer. Developers can also leverage the platform capabilities to perform these calculations rather than within their own code.

Video: Rollup and Calculated Fields in Microsoft Dynamics CRM 2015

In this topic

Common elements and characteristics

Calculated attributes

Rollup attributes

SourceTypeMasks enumeration

Common elements and characteristics

Calculated and rollup attributes share some common elements and characteristics, for example:

  • They’re read-only.

  • They’re not specific to the user. The calculation is performed using a system user account, so the values may be based on records that the user doesn’t otherwise have privileges to view, such as attributes that have field-level security enabled.

All attributes that inherit from AttributeMetadata have a SourceType property that can contain the values shown in the following table.

Value

Description

null

Not a valid type of attribute to be a calculated or rollup attribute.

0

Simple attribute. The attribute isn’t defined as a calculated or rollup attribute.

1

Calculated attribute

2

Rollup attribute

Calculated and rollup attributes are based on existing attribute types that inherit from AttributeMetadata. The following types of attributes have new properties:

Each of these types of attributes have the following properties to support calculations and rollups.

Property

Definition

FormulaDefinition

Contains the XAML definition of the formula used to perform the calculation or rollup. The only supported way to change this value is through the application formula editor.

For information about configuring the formulas for these attributes see the following topics in the customization guide: Define rollup fields and Define calculated fields.

SourceTypeMask

The bitmask value of this read-only property describes the types of sources used in the formula of the calculated attribute or if the formula of a calculated or rollup attribute is not valid.

  • 0: Undefined. The default value for simple and rollup attributes.

  • 1: Simple. The calculated attribute refers to an attribute in the same record.

  • 2: Related. The calculated attribute refers to an attribute in a related record.

  • 4: Logical. The calculated attribute refers to an attribute in the same record which is actually stored in a different database table. More information: Logical attributes

  • 8: Calculated. The calculated attribute refers to another calculated attribute.

  • 16: Rollup. The calculated attribute refers a rollup attribute.

  • 32: Invalid. The calculated or rollup field is invalid.

    Typically this would be where a field refers to an attribute that no longer exists.

Note

One or more of these conditions may be true for any calculated or rollup field. Because this is a bitmask value, you may find it useful to use the SourceTypeMasks enumeration when performing bitwise operations.

Calculated attributes

Calculated attributes are calculated in real-time when they are retrieved. Calculated attributes can be composed using different data types. For example, an Integer calculated attribute may reference values from Decimal or Currency attributes. More information: TechNet: Define calculated fields.

Calculated attribute values are available in the retrieve plug-in pipeline. Post image of entity record update or create contains the calculated attribute value in stage 40. More information: Event execution pipeline

Limitations

You can’t use values in calculated attributes that reference a related entity, another calculated attribute, or a logical value in the same entity to sort data returned by a query. Although your query can specify that the results should be ordered using a calculated attribute, the sort direction will be ignored and will not throw an error. If the calculated attribute references only simple values in the same record, sorting works normally. You can determine the sources used in a calculated field using the SourceTypeMask property on the attribute metadata. More information:Logical attributes

Only attributes from an immediate parent entity can be used in a calculated attribute.

Saved queries, charts, and visualizations can have a maximum of 10 unique calculated attributes.

Calculated attributes can reference other calculated attributes in their formula, but they can’t reference themselves.

Calculated attributes don’t have values when a user with Microsoft Dynamics CRM for Outlook is offline.

MaxValue and MinValue metadata properties can’t be set on calculated attributes

Rollup attributes

Because rollup attributes persist in the database, they can be used for filtering or sorting just like regular attributes. Any kind of process or plug-in will use the most recently calculated value of the attribute. Rollup attribute values are calculated asynchronously by scheduled system jobs. Administrators set when a job is run or pause the job. By default, each attribute is updated hourly. More information: TechNet: Define rollup fields.

When a rollup attribute is created or updated a Mass Calculated Rollup Fields job is scheduled to run in 12 hours. The 12-hour delay is intended to perform this resource intensive operation during a time that will affect users the least. After the job completes, the next time it is scheduled to run will be 10 years in the future. If there is a problem with the calculation, this will be reported with the system job. Locate the system job in Settings > System Jobs to find any errors with rollup fields.

Tip

As a developer testing a solution in a development environment you may not want to wait for 12 hours. You can make it happen faster. In the System Jobs list, use the Recurring System Jobs view to filter the list and locate the Mass Calculate Rollup Fields job. With the job selected, use More Actions > Postpone and set the time to something that occurs sooner.

If you want to trigger the creation of a new Mass Calculated Rollup Fields job programmatically, retrieve the AttributeMetadata for the rollup attribute using RetrieveAttributeRequest and use UpdateAttributeRequest to update the attribute without making any actual changes.

The Mass Calculated Rollup Fields job will occur immediately when a solution containing a rollup attribute is imported. This assumes that you are installing a solution during a time that won’t adversely impact users.

Each rollup attribute for an entity will also include two supporting attributes for the rollup attribute:

  • <attribute SchemaName>_Date: DateTime – When the rollup was last calculated.

  • <attribute SchemaName>_State: Integer – The state of the rollup calculation. More information:Rollup state values

Rollup state values

The state of a rollup field calculation is available in the corresponding <attribute SchemaName>_State attribute and in the CalculateRollupFieldResponse.FieldState property. Values that indicate the state are shown in the following table.

State Value

Description

0

NotCalculated: Attribute value is yet to be calculated.

1

Calculated: Attribute value has been calculated per the last update time in <attribute SchemaName>_Date attribute.

2

OverflowError: Attribute value calculation lead to overflow error.

3

OtherError: Attribute value calculation failed due to an internal error, next run of calculation job will likely fix it.

4

RetryLimitExceeded: Attribute value calculation failed because the maximum number of retry attempts to calculate the value were exceeded likely due to high number of concurrency and locking conflicts.

5

HierarchicalRecursionLimitReached: Attribute value calculation failed because maximum hierarchy depth limit for calculation was reached.

6

LoopDetected: Attribute value calculation failed because a recursive loop was detected in the hierarchy of the record.

Retrieve a calculated rollup field value immediately

Rollup attributes support a CalculateRollupField message that developers can use to calculate a rollup attribute value on demand. The request and response, along with the members, are shown in the following table.

Request/Response

Members

CalculateRollupFieldRequest

Target: EntityReference for the record.

FieldName: String representing the logical name of the attribute.

CalculateRollupFieldResponse

Entity: Entity containing the rollup attribute and the supporting <attribute SchemaName>_Date and <attribute SchemaName>_State attributes.

This message is a synchronous operation for just the attribute identified in the request. If the value of that record is included as part of other rollup fields, the values of those fields won’t take the possible value change caused by calling this method into consideration until the regularly scheduled asynchronous jobs that perform those calculations occur.

Limitations

Rollup attributes can’t be used as a workflow event or wait condition. These attributes don’t raise the event to trigger workflows.

The ModifiedBy and ModifiedOn attributes for the entity aren’t updated when the rollup attribute is updated.

A maximum of 100 rollup attributes can be defined within an organization. Each entity can have no more than 10 rollup attributes.

A rollup attribute formula can’t reference another rollup attribute.

A rollup attribute formula can’t reference complex calculated attributes. Only calculated attributes that reference simple attributes in the same record can be used with rollups.

A rollup attribute formula can’t include records in many-to-many (N:N) relationships. It can only include records in one-to-many (1:N) relationships.

Rollup attribute formulas can’t use one-to-many (1:N) relationships with the ActivityPointer or ActivityParty entity.

SourceTypeMasks enumeration

The SourceTypeMask property for those attributes that support calculated and rollup fields contains a bitmask value. To extract the relevant information from the value, it helps to have an enumeration when performing bitwise operations. Use the following SourceTypeMasks enumeration when comparing the SourceTypeMask property value.

 public enum SourceTypeMasks
{
    /// <summary>
    /// Undefined: 0 - The default value for simple and rollup attributes.
    /// </summary>
    Undefined = 0,
    /// <summary>
    /// Simple: 1 - The calculated attribute refers to an attribute in the same record.
    /// </summary>
    Simple = 1,
    /// <summary>
    /// Related: 2 - The calculated attribute refers to an attribute in a related record.
    /// </summary>
    Related = 2,
    /// <summary>
    /// Logical: 4 - The calculated attribute refers to a logical attribute.
    /// </summary>
    Logical = 4,
    /// <summary>
    /// Calculated: 8 - The calculated attribute refers to another calculated attribute.
    /// </summary>
    Calculated = 8,
    /// <summary>
    /// Rollup: 16 - The calculated attribute refers a rollup attribute. 
    /// </summary>
    Rollup = 16,
    /// <summary>
    /// Invalid: 32 - The calculated or rollup attribute is invalid.
    /// Typically this would be where a field refers to an attribute that no longer exists. 
    /// </summary>
    Invalid = 32
}

See Also

Video: Rollup and Calculated Fields in Microsoft Dynamics CRM 2015
Introduction to entity attributes in Microsoft Dynamics CRM
TechNet: Define calculated fields
TechNet: Define rollup fields

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