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Kris Halsrud on development and Integration with CRM and Development

Returning the sum of fields using IRepository in SalesLogix

One of the other things that you can do with the IRepositroy collection in SalesLogix is to perform a summation of a entity field after filtering for a group of records.  Lets look at how to do this:

    Sage.Platform.RepositoryHelper<Sage.Entity.Interfaces.IOpportunity> repository =
    Sage.Platform.EntityFactory.GetRepositoryHelper<Sage.Entity.Interfaces.IOpportunity>();
    Sage.Platform.Repository.ICriteria criteria = repository.CreateCriteria();
    criteria.Add(repository.EF.Eq("Type", “Some Type”));
    criteria.Add(repository.EF.Eq("Status", “Open”));
    criteria.SetProjection(repository.PF.Sum("SalesPotential"));
    System.Collections.IList potential= criteria.List();
    Double? pot = (Double?)null;
    var x = criteria.UniqueResult();
    if (x!=null) pot = Convert.ToDouble(x);
   
    //pot now contains a nullable Double sum of sales potential

So in this example I have created a criteria condition looking for all Opportunities with a type=”Some Type” and a Status = “Open”  from this I can then use the SetProjection method to sum the SalesPotential property.  With that I return an IList.  The IList is an arrayed list so my value will be the only returned value.  On the final line I just check to ensure the list is not null and then return the first position array which is the sum of the potential for all of the opportunities meeting my conditions.

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About Kris Halsrud

   Kris Halsrud is a Senior Analyst / Developer for Customer FX Corporation.


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Comments

 

RJ Samp said:

Could you give us an example of a Child Entity sum.....say you are on an Opportunity and need the sum of the Opportunity Product Records where the Product Family = 'ABC'. (or simply the sum of Opportunity Product records as a first example).

Or is this best done using an SQL OLE DB command reader (or even better an ExecuteScalar) object or a stored proc?

July 5, 2011 9:48 AM
 

Kris Halsrud said:

Something like this should get you the sum of the Opportunity Products on an opportunity where the Family=ABC.  note I am attempting a Query of the Product.Family field which I don't think will work due to the lazy loading of the entity model.  If it does not work you would need to do something different like this post:

customerfx.com/.../unwrapping-a-lazy-loaded-entity-object-in-the-saleslogix-web-entity-model.aspx

Sage.Platform.RepositoryHelper<Sage.Entity.Interfaces.IOpportunityProduct> repository =

Sage.Platform.EntityFactory.GetRepositoryHelper<Sage.Entity.Interfaces.IOpportunityProduct>();

Sage.Platform.Repository.ICriteria criteria = repository.CreateCriteria();

criteria.Add(repository.EF.Eq("Product.Family", “ABC”));

criteria.Add(repository.EF.Eq("Opportunity.Id", “SOMEOPPORTUNITYID”));

criteria.SetProjection(repository.PF.Sum("ExtendedPrice"));

System.Collections.IList potential= criteria.List();

if (potential!= null) used = Convert.ToDouble(potential[0]);  

As to the best way of handling this, certainly a data reader or back-end SP would work, it is really up to you as to which way you want to implement it.

July 5, 2011 10:14 AM

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