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Rollup fields on Date-Only columns

Posted on by 46

It doesn't seem possible to create rollup fields based on Date Only columns. In the Rollup Wizard, it only displays columns which are of type Date-Time, not Date Only. Can anyone confirm this?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Rollup fields on Date-Only columns

    Hi Ben,

    Please click Yes under "Did this answer your question?" to close this thread.

    pastedimage1606976119691v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Rollup fields on Date-Only columns

    Hi Ben,

    As I said above, it just based on behavior of the field, no relationship of format.

    Why three ‘date only’ field just one can be shown in the rollup wizard?

    Because the other ‘date only’ field just format is ‘date only’, but behavior is ‘user local’, These two ‘date only’ are different concepts.

    pastedimage1606976035911v1.png

    In the page, the data type shows the format of the date field, not behavior.

    pastedimage1606976073148v3.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    Ben  Walker Profile Picture
    Ben Walker 46 on at
    RE: Rollup fields on Date-Only columns

    Hi again,

    turns out that

    a.) You can only base a Date-Only rollup on a Date-Only field but also

    b.) The 'Behavior' setting needs to be the same for both fields.

    pastedimage1606921017703v1.png

    I had a mismatch between the two fields and that's why it wasn't allowing me to create the rollup.

    I'll mark this as closed.

  • Ben  Walker Profile Picture
    Ben Walker 46 on at
    RE: Rollup fields on Date-Only columns

    Hi Leah,

    thanks for the reply. I did some more testing of my own last night and you are right - Date Only fields do sometimes show up in the Rollup editor, but not always.

    If you look here, there are three custom Date Only fields on this entity:

    pastedimage1606899907647v1.png

    but only one of them shows up in the wizard:

    pastedimage1606899939811v2.png

    Either it's a bug, or there's some other aspect of the field that determines whether it can be included in the rollup or not. I'll carry on investigating today.

    Thanks again,

    Ben

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Rollup fields on Date-Only columns

    Hi Ben,

    Through my test, I find that what shown in the rollup wizard based on rollup field behavior.

    For example, I created two date and time fields, one is date only behavior, another is not.

     pastedimage1606891234678v1.png   pastedimage1606891258194v2.png

    when rollup field behaviour is date only, it just shows date only field in rollup wizard.

     pastedimage1606891458289v4.png

    But if rollup field behaviour is not date only, it will not show date only field.

    pastedimage1606891304593v3.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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