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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / SUM total per Contact ...
Customer experience | Sales, Customer Insights,...
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SUM total per Contact required

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Posted on by JonClay

Hi everyone

Please forgive me if there is a really simple solution to this, but I'm very new to Dynamics and haven't quite found my way around it yet!

The image below shows details of a grouped View on our Transactions entity, showing donations made by various people over time. Whilst these people only have one donation, some people have made many donations.

What I've been asked to do is to add a SUM total of each person's donations, but I'm unsure how to do this.

sum-field.png

So, for example, under Alan I'd like it to show a SUM of £343.30, under Alan W a SUM of £100.00 etc.

Any help with finding a solution would be much appreciated. Thank you.

Jon

I have the same question (0)
  • necsa Profile Picture
    necsa 3,455 on at

    Hi Jon,

    Create a Calculated Field and assign field Value to SUM or create a plugin.

  • JonClay Profile Picture
    JonClay on at

    Thank you, Necdet.

    The donation amount is the Amount field on the Transaction table, so do I need to create a Calculated Field on the Transaction Table?

    How do I then get it showing in the view?

    Many thanks

    Jon

  • necsa Profile Picture
    necsa 3,455 on at

    You can create the calculated field on the Transaction table and if you want you can set the field invisible. Then write a simple javascript on change event of the calculated field which gets actual field value and set the as field value of SUM.

  • JonClay Profile Picture
    JonClay on at

    Hello again,

    I've created the calculated field on the Transaction Entity and named it sic_transactionamount. I'm unsure what I need to put in the Action part of the calculated field.

    If I just leave it like the image below and add it into my View, I obviously just get the Amount field replicated and not a SUM of the Amount field.

    4024.calculatedfield.JPG

    I'm really new to all this, so apologies again!

  • necsa Profile Picture
    necsa 3,455 on at

    nothing to apologize for. every newbie starts to like you. I was also a newbie. give me the time. I must go out with my kids. I will answer you in detail

  • necsa Profile Picture
    necsa 3,455 on at

    Hi Jon,

    Ignore my previous answer. I think I misunderstood your request. Are the Contact(Donation) and Organization(Donation) fields lookup fields on the Transaction Entity?

  • JonClay Profile Picture
    JonClay on at

    Hi Necdet

    Thanks for your reply. No, the Contact(Donation) and Organization(Donation) fields are both on the Donation Entity which is related to the Transaction Entity. However, there is also a Contact(Transaction) field on the Transaction Entity.

    I would prefer to use the fields on the Donation Entity if possible, as the Contact(Transaction) field doesn't always contain data and I would have to add lots more data into this field for various records. There is no Organization field on the Transaction Entity, but I'm sure that it's something we could add if really necessary.

    Many thanks

    Jon

  • necsa Profile Picture
    necsa 3,455 on at

    Hi Jon,

    How do you fill the transaction Entity fields?

  • JonClay Profile Picture
    JonClay on at

    Hi Necdet

    The fields for new Transactions (and most of the old ones) are filled from the Donations entity. The Transactions that are blank need to be filled in because the person importing the data had the plug-in turned off (not me!).

    Many thanks

    Jon

  • necsa Profile Picture
    necsa 3,455 on at

    Hi Jon,

    It will more complex. The contact(donation) field on the Donation field and Donation Entity related to the Transaction Entity. First you must retrieve all Donation Entity with same identification of Contact(Donation) and calculate all donation summary then display the summary value of the donation on Transaction Entity with related Contact(Donation). Why the plugin turned off? Maybe the plugin has this function.

    Plugin is the best way.

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