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Customer experience | Sales, Customer Insights,...
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SUM total per Contact required

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Posted on by JonClay 202

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

  • necsa Profile Picture
    necsa 3,455 on at
    RE: SUM total per Contact required

    Hi Jon,

    sorry for the late answer. You can use RetrieveMultiple with Fetch and collect the donation with the same name and set it as the value of SUM

    Here are some sample links to use RetrieveMultiple.

    www.inogic.com/.../

    blog.magnetismsolutions.com/.../using-fetchxml-with-xrm-webapi-retrievemultiplerecords-in-dynamics-365-v9

    carldesouza.com/.../

  • JonClay Profile Picture
    JonClay 202 on at
    RE: SUM total per Contact required

    Hi Necdet

    The Transaction Entity has a 1:N relation to the Donation Entity on a field called si_sic_transaction_sic_donation. Is that what you mean?

    Sorry if I confused you!

    Many thanks

    Jon

  • necsa Profile Picture
    necsa 3,455 on at
    RE: SUM total per Contact required

    Hi Jon,

    You wrote the donation entity related to the Transaction entity. Is there a lookup field on the Transaction entity for the Donation entity or can you add it?

  • JonClay Profile Picture
    JonClay 202 on at
    RE: SUM total per Contact required

    Hi Necdet

    To be honest, I'm not sure why they turned off the plug-in.

    If I decided to use the Transaction field instead, would this make it easier? If so, how would I be able to SUM the values per Contact?

    Many thanks

    Jon

  • necsa Profile Picture
    necsa 3,455 on at
    RE: SUM total per Contact required

    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.

  • JonClay Profile Picture
    JonClay 202 on at
    RE: SUM total per Contact required

    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
    RE: SUM total per Contact required

    Hi Jon,

    How do you fill the transaction Entity fields?

  • JonClay Profile Picture
    JonClay 202 on at
    RE: SUM total per Contact required

    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
    RE: SUM total per Contact required

    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?

  • necsa Profile Picture
    necsa 3,455 on at
    RE: SUM total per Contact required

    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

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