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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Need help creating rol...
Microsoft Dynamics CRM (Archived)

Need help creating rollup field for aggregating child records' Gross Profit values on Parent record

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Posted on by Community Member

Hello,

I am trying to create a rollup field on a Parent Opportunity record that will show the sum of all Estimated Gross Profit values of the child Opportunities associated with that parent record. One parent Opportunity record can be associated with many child Opportunity records.

However, I am running into some issues.  Here is what I have on my rollup field so far:

5123.Rollup.PNG

A couple issues I've noticed:

1. The Parent Opportunity includes "Est. Gross Profit" as well, and if the user fills out this field on the parent record, it is showing up in my "Parent Est. Gross Profit" rollup field.  I only want child Opportunity records to be included in the sum for "Parent Est. Gross Profit".

2. I've noticed the rollup field takes a very long time to update... even hours maybe.  Is there a way to avoid this?

Am I going about this issue the right way?  Is there a better way to create a sum of the child Opportunities' Est. Gross Profit values on the parent record?

Thanks!

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  • Suggested answer
    Vipin J Profile Picture
    Vipin J 1,583 on at
    RE: Need help creating rollup field for aggregating child records' Gross Profit values on Parent record

    Refer below blogs for better understanding regarding roll-up fields

    [View:https://vjcity.blogspot.com/2019/06/how-to-change-frequency-for-rollup.html:750:50]

    [View:https://vjcity.blogspot.com/2019/06/dissecting-rollup-fields-in-dynamic-365.html:750:50]

  • Community Member Profile Picture
    Community Member on at
    RE: Need help creating rollup field for aggregating child records' Gross Profit values on Parent record

    Hello,

    I have not worked a lot with rollup fields so never tried it with a parent entity that has same field that his childs.

    Yet here are some clues to help you :

    1. You could create a Calculated field that do "Parent Est. Gross Profit - Est. Gross Profit", Therefore, this field will only contain child Opportunity records in the sum!

    2. By default, rollup fields are updated every hour. You can change this value but every hour which is maximum recurrence setting according to this documentation : community.dynamics.com/.../dynamics-365-rollup-fields-important-points

    I think you are going the right way if you don't need the information to be updated right away.

    If you need real time update, a plugin will easily do the job, yet this will require more customization.

    Best Regards,

    Laurent

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