Microsoft Dynamics CRM (Archived)

Report Duplicates

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Posted on by Community Member

DHi,

In report I want to used formula.

for example

Name Age Check

A 12 False

A 12 True

B 13 False

C 10 False

C 10 True

I want to add formula in check where it should check 1st row name with second row name and result should be true in case of duplicate and false in case of non duplictae. Is it possible?

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Community Member on at

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RE: Report

Right now I am taking out the report in excel and doing the same, but I am good in excel....so I know, but my users are not that good in excel, that's the issue.
tpeschat 4,926 on at

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RE: Report

Hi,

wouldn't it be an option using the duplicate wizard instead for that requirement?

So you would have to activate duplicate detection for the entity, then define a duplicate detection rule and then create a duplicate detection job, which either runs once or on a regular basis (e.g. once in a week).

Another option would be exporting this to excel and add an if formula.

Reg. the report, I unfortunately have no experience how to do this for CRM online with the fetch queries. In an SQL based SSRS report (on premise), I would add row_number() over (partion by name order by name) AS check. Maybe something similar is possible for CRM online?

br Thomas