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Calculated field is not appearing under Rollup Field

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Posted on by Microsoft Employee

Hi There,

I have a calculated field which is a whole no created in the child records and a rollup field again a whole no in the parent record. I wish the rollup field at the parent level to sum all the child records by taking the calculated field into consideration. However at the parent level when I try to edit the rollup field, to bring the calculated field from the child records to create a "sum" under aggregation, it is not showing up in the drop down?

What am I missing here? I'm sure this is not a product limitation because someone has already pulled this through earlier.

Cheers

SP

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Calculated field is not appearing under Rollup Field

    Hi Gusni,

    I have a relation 1:N i would like to do is a rollup field in parent entity to SUM values on calculated field at child entity, But calculated field does not appear .

    Thanks

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Calculated field is not appearing under Rollup Field

    Hi Sunny,

    Did you figure this out? I'm having the same issue.

    Regards,

    Shashank

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Calculated field is not appearing under Rollup Field

    Hi Guys,

    Appreciate the responses but what would you say for the solution mentioned in this blog.

    inogic.com/.../calculated-fields-support-extended-for-datetime-data-types-in-dynamics-crm-2015-online-update1

    Despite the fact I'm wondering how the rollup is referenced to a calculated field in the blog or is it that I'm missing something here.

    Cheers

    Sunny

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: Calculated field is not appearing under Rollup Field

    Hi Sunny,

    No you cant have nested calculated or rollup field.

    This is the limitation.

    "A rollup can't reference a calculated field that uses another calculated field, even if all the fields of the other calculated field are on the current entity."

    technet.microsoft.com/.../dn832103.aspx

    Thanks

  • Sayhaitokumar Profile Picture
    Sayhaitokumar 7,042 on at
    RE: Calculated field is not appearing under Rollup Field

    Hello Sunny,

    A rollup can't reference a calculated field that uses another calculated field, even if all the fields of the other calculated field are on the current entity

    You can access parental fields via the Lookup field to the parent entity, such as <LookupFieldName>.<FieldName>. This is not possible with multi-entity Lookup fields like Customer which can be Account or Contact. However, some entities have individual Lookup fields for a specific entity, such as ParentAccountid.<FieldName> or ParentContactid.<FieldName>

    For more information read the below blog

    technet.microsoft.com/.../dn832103.aspx

  • Suggested answer
    Hugo Silva Profile Picture
    Hugo Silva 1,374 on at
    RE: Calculated field is not appearing under Rollup Field

    Hi Sunny make sure you follow the steps:

    technet.microsoft.com/.../dn832162.aspx

    Or

    www.powerobjects.com/.../roll-up-fields-dynamics-crm-2015

    Or

    Tell us the steps or print screen how you done it.

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