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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Calculated fields with...
Microsoft Dynamics CRM (Archived)

Calculated fields with NULL value returns NULL

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Posted on by Community Member

I am new to Dynamic 365 CRM and am having issue with the formula in calculated fields. The calculated field is a sum of 5 currency fields and it shows up as NULL if any one of the currency field is NULL. From my research it looks like I have only 2 options

1) Create a workflow to update these fields to $0 on create/update entities.

Note: This may not be ideal for all situations to store $0 for NULLS in all the entities. Also we may need to update the existing records.

2) Create a calculated field for each of the NULL field to store $0 instead of NULL and use the new calculated fields in the formula instead of the original fields.

Note: This sounds logical but adding additional calculated fields for each field in a formula seems to be redundant.

I looked at the available formulas in the calculated fields but looks like there is none for the currency fields. Both these approach has pros and cons, is there a better way to handle NULL's in the calculated fields. 

Thanks.

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    It is best practice to set currency to 0 by default as they are required in calculation.

    One option is to populate these fields to 0 using Business Rules. Have a look at below article.

    http://www.marksgroup.net/blog/dynamics-365-using-business-rules-set-default-values/

    You can run a background workflow to set existing null values to 0 or export all records and re import after setting it to 0 in excel or excel online.

    Thanks, 

    Shoaib

  • Community Member Profile Picture
    Community Member on at

    Thanks for the reply Shoaib.

    In our application, we cannot set the currency fields to be $0, for example, for a bank statement, balance of NULL is totally different from $0.

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    Then you will have to leave idea of code-less solution behind and use plugins for calculations.

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