how to build a custom view with agregate

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Posted on by fsim

Hello !

I'm quite new to this finops 365 environment and I wondered how can I create a view based on the custtrans table that returns only open transaction grouped by currency ?
So I don't want to see every open transaction, only 2 columns: one with currency one with the total amount.

So far I managed to do this in Excel using the export to the data lake. But I'm pretty sure I should be able to do it within the system. In fact I don't even know where to search for this. :-/
any help would be much appreciated

thanks in advance

Fred

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ergun sahin 8,826 Moderator on at

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community.dynamics.com/.../how-to-create-view-in-dynamics-365

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fsim 25 on at

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hi ! Thanks !

too complicated for me :/ I have SV2019 and the sdk is not supported. I'm too newbie in the domain to start working with this. I regret the good old AOT and x++ freedom here :)

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