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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Rollup field for runni...
Microsoft Dynamics CRM (Archived)

Rollup field for running period

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Posted on by Community Member Microsoft Employee

Hi

I've been searching for a way to create a rollup that counts records over a specific rolling period.

Let's say I want to create a rollup that only counts records created within the last three weeks. Anyone knows how to do this?

Thanks,

Thomas

*This post is locked for comments

  • manojd Profile Picture
    manojd 1,397 on at
    RE: Rollup field for running period

    @antc, it’s a perfect solution for the requirements of Thomas’s

    Thomas, I tried using this & worked well for me where I could roll up the values only for one month from child to parent

    [View:https://github.com/demianrasko/Dynamics-365-Workflow-Tools?files=1]

    I suggest you try it out & also mark Antc response as answered to help others in community

  • Suggested answer
    antc Profile Picture
    antc 2,909 on at
    RE: Rollup field for running period

    Hi Thomas,

    Haven't got time to go into detail however I think this is what you are after.

    I use msdyncrmWorkflowTools (1.0.40.0):Rollup Functions where I have a fetchxml argument for last x months.

    It is run nightly by AsynchronousBatchProcess Asynchronous Batch Process 2.0.0.0 Yaniv Arditi.

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Rollup field for running period

    This may help if you need something quickly:

    www.itaintboring.com/.../lets-roll-up

    Pretty sure there are other solutions, too.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Rollup field for running period

    Thanks Ravi

    I'll have a look at see if that will do the job!

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Rollup field for running period

    Hi Thomas,

    It is not possible with the rollup field however you can try the traditional way of rollup calculation (which we used to do in CRM 2011)

    Check this:

    community.dynamics.com/.../147466

    Hope this helps

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Rollup field for running period

    Hi Manoj

    Yes that's what I have concluded as well. Was hoping that someone had found a workaround of some sort :)

    Thanks,

    Thomas

  • Suggested answer
    manojd Profile Picture
    manojd 1,397 on at
    RE: Rollup field for running period

    Hi,

    At this moment you can only have this fixed date as shown below 

    27.11.jpg

    It doesnt support other filters which are available on date field in query builder 

    Hope it answers 

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