Rollup field for running period

(0) Share

Report

Posted on by Community Member

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

I have the same question (0)

All responses (7)

Answers (0)

Suggested answer

manojd 1,397 on at

Like (0)

Report

RE: Rollup field for running period

Hi,

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

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

Hope it answers

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

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

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: Rollup field for running period

Thanks Ravi

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

Was this reply helpful? Yes No
ashlega 34,477 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Suggested answer

antc 2,909 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
manojd 1,397 on at

Like (0)

Report

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

Was this reply helpful? Yes No