Aggregating Roll Up based on Date Range

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Posted on by Sunny21

Good Day. Thank you for your interest.

We have a business requirement where we want where we want to aggregate the 'Total Cost' on the Booking Journal Table. They're is a supporting workflow which updates the Pay Period Lookup Field and Pay Period Start Date and Pay Period End Date. The Pay Period Look up and Start, End dates are continuously changing based on how the Bookings were created on the Schedule Board. I tried the conditions but could not settle on a satisfactory logic. Please Let me know you need further clarification on the requirement.

Any ideas on how to Aggregate the $Total Cost for the booking journal records created on between the Pay Period Start Date and Pay Period End Date range.

Thank you again and best regards, Sunny

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Hi Sunny21,

A quick question: Is the Pay Period your custom table? What's relationships with Booking Journal, 1:N?

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Sunny21 90 on at

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Yes Pay Period is a custom table with a 1:N relationship. However I used the workflow method you showed me to link the data and view in Power BI report where it sorted out perfectly.

Nevertheless, willing to learn within D365 environment if still know of a way. Best Regards, Sunny

btw. Thank you very much. Very helpful

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