Aggregate data using FetchXml

Grein
02/29/2024

FetchXML includes grouping and aggregation features that let you calculate sum, average, min, max, and count across multiple rows of data.

To return an aggregate value, you must:

Set the fetch element aggregate attribute to true.
Set the alias attribute for each attribute element.

Set the aggregate attribute for each attribute element to one of these aggregate functions:

Function	Return value
`avg`	The average value of the column values with data.
`count`	The number of rows.
`countcolumn`	The number of rows with data in that column.
`max`	The maximum value of the rows in that column.
`min`	The minimum value of the rows in that column.
`sum`	The total value of the column values with data.

Note the following points:

Null values aren't considered when calculating aggregate values.
You can use data from tables joined using the link-entity element.
You can apply filters to limit the results as with any query.

Example

Let's say you have 10 account records with the following data:

Number of Employees	Name	Address 1 City	Created On
NULL	Example Account	NULL	8/25/2023
1,500	Contoso Pharmaceuticals (sample)	Redmond	3/25/2023
2,700	Fabrikam, Inc. (sample)	Lynnwood	3/25/2023
2,900	Blue Yonder Airlines (sample)	Los Angeles	3/25/2023
2,900	City Power & Light (sample)	Redmond	3/25/2023
3,900	Coho Winery (sample)	Phoenix	3/25/2023
4,300	Adventure Works (sample)	Santa Cruz	3/25/2023
4,800	Alpine Ski House (sample)	Missoula	3/25/2023
6,000	Litware, Inc. (sample)	Dallas	3/25/2023
6,200	A. Datum Corporation (sample)	Redmond	3/25/2023

The following query returns aggregate data for the numberofemployees column.

<fetch aggregate='true'>
  <entity name='account'>
    <attribute name='numberofemployees'
      alias='Average'
      aggregate='avg' />
    <attribute name='numberofemployees'
      alias='Count'
      aggregate='count' />
    <attribute name='numberofemployees'
      alias='ColumnCount'
      aggregate='countcolumn' />
    <attribute name='numberofemployees'
      alias='Maximum'
      aggregate='max' />
    <attribute name='numberofemployees'
      alias='Minimum'
      aggregate='min' />
    <attribute name='numberofemployees'
      alias='Sum'
      aggregate='sum' />
  </entity>
</fetch>

The results are a single row:

 --------------------------------------------------------------
 | Average | Count | ColumnCount | Maximum | Minimum | Sum    |
 --------------------------------------------------------------
 | 3,911   | 10    | 9           | 6,200   | 1,500   | 35,200 |
 --------------------------------------------------------------

Distinct column values

When using the countcolumn aggregate function, you can set the distinct attribute to return a count of unique values for the column.

<attribute name='numberofemployees' 
   alias='ColumnCount' 
   aggregate='countcolumn' 
   distinct='true' />

When set for the previous query, the results return 8 rather than 9 because two rows in the data set have 2,900 as the number of employees value.

Grouping

Group the results of an aggregate query by adding an attribute element with the groupby attribute rather than the aggregate attribute. When grouping, you should specify an order element with an alias value set to the alias of the group.

For example the following query returns the sum of employees, and count by city:

<fetch aggregate='true'>
   <entity name='account'>
      <attribute name='numberofemployees'
         alias='Total'
         aggregate='sum' />
      <attribute name='address1_city'
         alias='Count'
         aggregate='count' />
      <attribute name='address1_city'
         alias='City'
         groupby='true' />
      <order alias='City' />
   </entity>
</fetch>

The query groups the results by City value, combining the results for the three rows where city is 'Redmond'.

Total	Count	City
0	1	NULL
6,000	1	Dallas
2,900	1	Los Angeles
2,700	1	Lynnwood
4,800	1	Missoula
3,900	1	Phoenix
10,600	3	Redmond
4,300	1	Santa Cruz

Grouping by parts of a date

You can select which part of the date to use when grouping by date. Set attribute element dategrouping attribute to one of the following values:

Value	Description
`day`	Group by day of the month
`week`	Group by week of the year
`month`	Group by month of the year
`quarter`	Group by quarter of the fiscal year
`year`	Group by the year
`fiscal-period`	Group by period of the fiscal year
`fiscal-year`	Group by the fiscal year

Learn more about fiscal year settings

By default date groupings use the user's time zone. Set the attribute element usertimezone attribute to "false" to specify that the UTC time zone be used instead.

The following query groups account records showing number of employees by when the records were created:

<fetch aggregate='true'>
   <entity name='account'>
      <attribute name='numberofemployees'
         alias='Total'
         aggregate='sum' />
      <attribute name='createdon'
         alias='Day'
         groupby='true'
         dategrouping='day' />
      <attribute name='createdon'
         alias='Week'
         groupby='true'
         dategrouping='week' />
      <attribute name='createdon'
         alias='Month'
         groupby='true'
         dategrouping='month' />
      <attribute name='createdon'
         alias='Year'
         groupby='true'
         dategrouping='year' />
      <attribute name='createdon'
         alias='FiscalPeriod'
         groupby='true'
         dategrouping='fiscal-period' />
      <attribute name='createdon'
         alias='FiscalYear'
         groupby='true'
         dategrouping='fiscal-year' />
      <order alias='Month' />
   </entity>
</fetch>

The following table shows the result using the example data set mentioned previously:

 -----------------------------------------------------------------------
 | Total  | Day | Week | Month | Year  | FiscalPeriod     | FiscalYear |
 -----------------------------------------------------------------------
 | 35,200 | 25  | 12   | 3     | 2,023 | Quarter 1 FY2023 | FY2023     |
 -----------------------------------------------------------------------
 | 0      | 27  | 35   | 8     | 2,023 | Quarter 3 FY2023 | FY2023     |
 -----------------------------------------------------------------------

Fiscal period date grouping example

The following example shows a FetchXML aggregation expression that sums the total number of orders fulfilled and groups the result by fiscal semester and fiscal year.

<fetch aggregate="true">
   <entity name="order">
      <attribute name="totalamount"
         aggregate="sum"
         alias="total" />
      <attribute name="datefulfilled"
         groupby="true"
         dategrouping="fiscal-period" />
   </entity>
</fetch>

Row aggregate

When a table has a hierarchical relationship defined, you can return a row aggregate on the lookup column for the hierarchical relationship.

The following example returns the number of related accounts in a column named CountChildren when the child account records parentaccountid column equals the current account accountid column.

<fetch top='5'>
   <entity name='account'>
      <attribute name='name' />
      <attribute name='accountid'
         alias='numberOfChildren'
         rowaggregate='CountChildren' />
      <order attribute='accountid'
         descending='true' />
   </entity>
</fetch>

Limitations

Queries that return aggregate values are limited to 50,000 records. This limit helps maintain system performance and reliability. If the filter criteria in your query returns more than 50,000 records, you get the following error:

Number: -2147164125
Code: 8004E023
Message: AggregateQueryRecordLimit exceeded. Cannot perform this operation.
Client error message: The maximum record limit is exceeded. Reduce the number of records.

To avoid this error, add appropriate filters to your query to make sure it doesn't evaluate more than 50,000 records. Then run your query multiple times and combine the results. Appropriate filters depend on the nature of your data, but they could be a date range or a subset of values in a choice column.

Per query limit

Even with the default limit for aggregate queries applied, the query might take some time to complete. You can use the aggregatelimit attribute in a query to apply a custom lower limit that returns the AggregateQueryRecordLimit exceeded error if the results are higher than your custom limit.

In this example, the custom maximum rows limit is 10:

<fetch aggregate='true'
   aggregatelimit = '10'>
   <entity name='opportunity'>
      <attribute name='name'
         alias='opportunity_count'
         aggregate='count' />
   </entity>
</fetch>

The per query limit can't exceed default aggregate limit.

Next steps

Learn how to count rows.

Count rows

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