I try to find out how to sum rows in Advanced find. Eg. we have same account showing up with Net revenue on several rows. How do I Sum/combine those rows when the account is the same?
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Hi Magnus
This cant be done on Advanced find. You have two options to achiev this:
Option 1: Export the records from advaned find to excel and apply manual excel calculations
Option 2: Create a Report in CRM Report Wizard (its very similar to advanced find)
Go to sales>>reports>>new
Give it a name and select related entity (In advanced find, you 'look for' an entity, select that under related entity)
Select a new report
Type the name again and if you have any primary or related entity
Enter your advanced find query
Add grouping & columns
I have grouped by created on-year, you can choose anything
Add columns
Select the format of the report, in your case it should be table
Click next and finish
Now go to your entity and run the report
This is how the report looks like
At the end of the report would be summation
You can export this report in excel, pdf, word anything
Hi,
You can see total rows in advance find in bottom. However, you can not modify advance find page for sum or other calculation.
I suggest you to create report as per your requirement which can bring solution to your query.
Hope this helps
Regards,
Rutul
Hello,
Is it that your need is to sum up different fields within same record?
Hi MagnusSE,
Can you attach some screenshots of the records you need to sum in Advanced Find?
Thanks
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