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Sample: Use rollup queries to track goals

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\BusinessDataModel\Goals\UsingQueriesToTrackGoals.cs

SampleCode\VB\BusinessDataModel\Goals\UsingQueriesToTrackGoals.vb

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.

Demonstrates

This sample shows how to use rollup queries to track goals.

Example


using System;
using System.ServiceModel;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;

// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrates how to use queries to track goals.</summary>
    /// <remarks>
    /// At run-time, you will be given the option to delete all the
    /// database records created by this program.</remarks>
    public class UsingQueriesToTrackGoals
    {
        #region Class Level Members

        private Guid _salesManagerId;
        private Guid _unitGroupId;
        private Guid _defaultUnitId;
        private Guid _productId;
        private Guid _priceListId;
        private Guid _priceListItemId;
        private Guid _orderDetailId;
        private Guid _metricId;
        private Guid _actualId;
        private Guid _parentGoalId;
        private Guid _firstChildGoalId;
        private Guid _accountId;
        private Guid _rollupQueryId;
        private Guid _salesRepresentativeId;
        private Guid _orderId;

        private OrganizationServiceProxy _serviceProxy;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// This method first connects to the Organization service. Afterwards, a 
        /// rollup field and rollup query are created. The rollup query is only
        /// associated with the child goal. Then a parent goal and child goal
        /// are created. The goals are both rolled up and their results are displayed. 
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
        {
            try
            {
                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    CreateRequiredRecords();

                    // Create the revenue metric, setting the Amount Data Type to 'Money'
                    // and the Metric Type to 'Amount'.
                    Metric sampleMetric = new Metric()
                    {
                        Name = "Sample Revenue Metric",
                        AmountDataType = new OptionSetValue(0),
                        IsAmount = true,
                    };
                    _metricId = _serviceProxy.Create(sampleMetric);
                    sampleMetric.Id = _metricId;

                    Console.Write("Created revenue metric, ");

                    #region Create RollupFields

                    // Create RollupField which targets the actual totals.
                    RollupField actual = new RollupField()
                    {
                        SourceEntity = SalesOrder.EntityLogicalName,
                        SourceAttribute = "totalamount",
                        GoalAttribute = "actualmoney",
                        SourceState = 1,
                        EntityForDateAttribute = SalesOrder.EntityLogicalName,
                        DateAttribute = "datefulfilled",
                        MetricId = sampleMetric.ToEntityReference()
                    };
                    _actualId = _serviceProxy.Create(actual);

                    Console.Write("created actual revenue RollupField, ");

                    #endregion

                    #region Create the goal rollup query

                    // The query locates sales orders in the first sales 
                    // representative's area (zip code: 60661) and with a value
                    // greater than $1,000.
                    GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
                    {
                        Name = "First Example Goal Rollup Query",
                        QueryEntityType = SalesOrder.EntityLogicalName,
                        FetchXml = @"<fetch mapping=""logical"" version=""1.0""><entity name=""salesorder""><attribute name=""customerid"" /><attribute name=""name"" /><attribute name=""salesorderid"" /><attribute name=""statuscode"" /><attribute name=""totalamount"" /><order attribute=""name"" /><filter><condition attribute=""totalamount"" operator=""gt"" value=""1000"" /><condition attribute=""billto_postalcode"" operator=""eq"" value=""60661"" /></filter></entity></fetch>"
                    };
                    _rollupQueryId = _serviceProxy.Create(goalRollupQuery);
                    goalRollupQuery.Id = _rollupQueryId;

                    Console.Write("created rollup query.");
                    Console.WriteLine();

                    #endregion

                    #region Create two goals: one parent and one child goal

                    // Create the parent goal.
                    Goal parentGoal = new Goal()
                    {
                        Title = "Parent Goal Example",
                        RollupOnlyFromChildGoals = true,
                        TargetMoney = new Money(1000.0M),
                        IsFiscalPeriodGoal = false,
                        MetricId = sampleMetric.ToEntityReference(),
                        GoalOwnerId = new EntityReference
                        {
                            Id = _salesManagerId,
                            LogicalName = SystemUser.EntityLogicalName
                        },
                        OwnerId = new EntityReference
                        {
                            Id = _salesManagerId,
                            LogicalName = SystemUser.EntityLogicalName
                        },
                        GoalStartDate = DateTime.Today.AddDays(-1),
                        GoalEndDate = DateTime.Today.AddDays(30)
                    };
                    _parentGoalId = _serviceProxy.Create(parentGoal);
                    parentGoal.Id = _parentGoalId;

                    Console.WriteLine("Created parent goal");
                    Console.WriteLine("-------------------");
                    Console.WriteLine("Target: {0}", parentGoal.TargetMoney.Value);
                    Console.WriteLine("Goal owner: {0}", parentGoal.GoalOwnerId.Id);
                    Console.WriteLine("Goal Start Date: {0}", parentGoal.GoalStartDate);
                    Console.WriteLine("Goal End Date: {0}", parentGoal.GoalEndDate);
                    Console.WriteLine("<End of Listing>");
                    Console.WriteLine();

                    // Create the child goal.
                    Goal firstChildGoal = new Goal()
                    {
                        Title = "First Child Goal Example",
                        ConsiderOnlyGoalOwnersRecords = true,
                        TargetMoney = new Money(1000.0M),
                        IsFiscalPeriodGoal = false,
                        MetricId = sampleMetric.ToEntityReference(),
                        ParentGoalId = parentGoal.ToEntityReference(),
                        GoalOwnerId = new EntityReference
                        {
                            Id = _salesRepresentativeId,
                            LogicalName = SystemUser.EntityLogicalName
                        },
                        OwnerId = new EntityReference
                        {
                            Id = _salesManagerId,
                            LogicalName = SystemUser.EntityLogicalName
                        },
                        RollUpQueryActualMoneyId = goalRollupQuery.ToEntityReference(),
                        GoalStartDate = DateTime.Today.AddDays(-1),
                        GoalEndDate = DateTime.Today.AddDays(30)
                    };
                    _firstChildGoalId = _serviceProxy.Create(firstChildGoal);

                    Console.WriteLine("First child goal");
                    Console.WriteLine("----------------");
                    Console.WriteLine("Target: {0}", firstChildGoal.TargetMoney.Value);
                    Console.WriteLine("Goal owner: {0}", firstChildGoal.GoalOwnerId.Id);
                    Console.WriteLine("Goal Start Date: {0}", firstChildGoal.GoalStartDate);
                    Console.WriteLine("Goal End Date: {0}", firstChildGoal.GoalEndDate);
                    Console.WriteLine("<End of Listing>");
                    Console.WriteLine();

                    #endregion

                    // Calculate roll-up of goals.
                    // Note: Recalculate can be run against any goal in the tree to cause
                    // a rollup of the whole tree.
                    RecalculateRequest recalculateRequest = new RecalculateRequest()
                    {
                        Target = parentGoal.ToEntityReference()
                    };
                    _serviceProxy.Execute(recalculateRequest);

                    Console.WriteLine("Calculated roll-up of goals.");
                    Console.WriteLine();

                    // Retrieve and report 3 different computed values for the goals
                    // - Percentage
                    // - ComputedTargetAsOfTodayPercentageAchieved
                    // - ComputedTargetAsOfTodayMoney
                    QueryExpression retrieveValues = new QueryExpression()
                    {
                        EntityName = Goal.EntityLogicalName,
                        ColumnSet = new ColumnSet(
                            "title",
                            "computedtargetasoftodaypercentageachieved",
                            "computedtargetasoftodaymoney")
                    };
                    EntityCollection ec = _serviceProxy.RetrieveMultiple(retrieveValues);

                    // Compute and display the results
                    for (int i = 0; i < ec.Entities.Count; i++)
                    {
                        Goal temp = (Goal)ec.Entities[i];
                        Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
                        Console.WriteLine("---------------");
                        Console.WriteLine("ComputedTargetAsOfTodayPercentageAchieved: {0}",
                            temp.ComputedTargetAsOfTodayPercentageAchieved);
                        Console.WriteLine("ComputedTargetAsOfTodayMoney: {0}",
                            temp.ComputedTargetAsOfTodayMoney.Value);
                        Console.WriteLine("<End of Listing>");
                    }

                    DeleteRequiredRecords(promptforDelete);
                }
            }

            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
            {
                // You can handle an exception here or pass it back to the calling method.
                throw;
            }
        }

        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {

            #region Create or Retrieve the necessary system users

            // Retrieve the ldapPath
            String ldapPath = String.Empty;
            // Retrieve the sales team - 1 sales manager and 2 sales representatives.
            _salesManagerId =
                SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
            _salesRepresentativeId =
                SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath)[0];

            #endregion

            #region Create records to support SalesOrder records
            // Create a unit group
            UoMSchedule newUnitGroup = new UoMSchedule
            {
                Name = "Example Unit Group",
                BaseUoMName = "Example Primary Unit"
            };
            _unitGroupId = _serviceProxy.Create(newUnitGroup);

            // Retrieve the default unit id that was automatically created
            // when we created the Unit Group
            QueryExpression unitQuery = new QueryExpression
            {
                EntityName = UoM.EntityLogicalName,
                ColumnSet = new ColumnSet("uomid", "name"),
                Criteria = new FilterExpression
                {
                    Conditions = 
                        {
                            new ConditionExpression 
                            {
                                AttributeName = "uomscheduleid",
                                Operator = ConditionOperator.Equal,
                                Values = { _unitGroupId }
                            }
                        }
                },
                PageInfo = new PagingInfo
                {
                    PageNumber = 1,
                    Count = 1
                }
            };

            // Retrieve the unit.
            UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
            _defaultUnitId = unit.UoMId.Value;

            // Create a few products
            Product newProduct = new Product
            {
                ProductNumber = "1",
                Name = "Example Product",
                QuantityDecimal = 2,
                DefaultUoMScheduleId =
                    new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };
            _productId = _serviceProxy.Create(newProduct);
            newProduct.Id = _productId;

            // Create a price list
            PriceLevel newPriceList = new PriceLevel
            {
                Name = "Example Price List"
            };
            _priceListId = _serviceProxy.Create(newPriceList);

            // Create a price list item for the first product and apply volume discount
            ProductPriceLevel newPriceListItem = new ProductPriceLevel
            {
                PriceLevelId =
                    new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId =
                    new EntityReference(Product.EntityLogicalName, _productId),
                UoMId =
                    new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
                Amount = new Money(20),
            };
            _priceListItemId = _serviceProxy.Create(newPriceListItem);

            // Create an account record for the sales order's potential customerid 
            Account newAccount = new Account
            {
                Name = "Litware, Inc.",
                Address1_PostalCode = "60661"
            };
            _accountId = _serviceProxy.Create(newAccount);
            newAccount.Id = _accountId;

            #endregion Create records to support SalesOrder

            #region Create SalesOrder record

            // Create the sales order.
            SalesOrder order = new SalesOrder()
            {
                Name = "Faux Order",
                DateFulfilled = new DateTime(2010, 8, 1),
                PriceLevelId =
                    new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                CustomerId =
                    new EntityReference(Account.EntityLogicalName, _accountId),
                FreightAmount = new Money(20.0M)
            };
            _orderId = _serviceProxy.Create(order);
            order.Id = _orderId;

            // Add the product to the order with the price overriden with a
            // negative value.
            SalesOrderDetail orderDetail = new SalesOrderDetail()
            {
                ProductId = newProduct.ToEntityReference(),
                Quantity = 4,
                SalesOrderId = order.ToEntityReference(),
                IsPriceOverridden = true,
                PricePerUnit = new Money(1000.0M),
                UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
            };
            _orderDetailId = _serviceProxy.Create(orderDetail);

            #endregion Create SalesOrder record
        }

        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            // The three system users that were created by this sample will continue to 
            // exist on your system because system users cannot be deleted in Microsoft
            // Dynamics CRM.  They can only be enabled or disabled.

            bool toBeDeleted = true;

            if (prompt)
            {
                // Ask the user if the created entities should be deleted.
                Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();
                if (answer.StartsWith("y") ||
                    answer.StartsWith("Y") ||
                    answer == String.Empty)
                {
                    toBeDeleted = true;
                }
                else
                {
                    toBeDeleted = false;
                }
            }

            if (toBeDeleted)
            {
                // Delete all records created in this sample.
                _serviceProxy.Delete("goal", _firstChildGoalId);
                _serviceProxy.Delete("goal", _parentGoalId);
                _serviceProxy.Delete("goalrollupquery", _rollupQueryId);
                _serviceProxy.Delete("salesorderdetail", _orderDetailId);
                _serviceProxy.Delete("salesorder", _orderId);
                _serviceProxy.Delete("account", _accountId);
                _serviceProxy.Delete("productpricelevel", _priceListItemId);
                _serviceProxy.Delete("pricelevel", _priceListId);
                _serviceProxy.Delete("product", _productId);
                _serviceProxy.Delete("uomschedule", _unitGroupId);
                _serviceProxy.Delete("rollupfield", _actualId);
                _serviceProxy.Delete("metric", _metricId);

                Console.WriteLine("Entity record(s) have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main method

        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                UsingQueriesToTrackGoals app = new UsingQueriesToTrackGoals();
                app.Run(config, true);
            }
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }
        #endregion Main method
    }
}

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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