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How to create calculated or rollup field

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Posted on by USA80 2,645

I am on the opportunity form and have a subgrid that is tied to the employee entity.  In the subgrid I have a column called Yes/No.  This Yes/No field is also on the Employee form.  Now when a user adds employees to the subgrid on the opportunity form, I will be able to see yes or no in the Yes/No column.  From here, I need to make a calculated or rollup field that would look at the subgrid and see how many records in there have Yes.  Then another calculated/rollup field where it says No.  Then I need another field that would be for % of all employees in the subgrid that have "Yes"

I tried a rollup field, the employee entity doesn't show up under related entity.

How can I do this?

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to create calculated or rollup field

    Quoting "Define Rollup Fields":

    A rollup can be done only over related entities with the 1:N relationship. A rollup can’t be done over the N:N relationships.

    So Rollup Field is not applicable in this scenario.

    I would recommend developing the plugin that will handle Associate/Disassociate message and update related opportunity.

  • USA80 Profile Picture
    USA80 2,645 on at
    RE: How to create calculated or rollup field

    Its a N:N relationship

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to create calculated or rollup field

    Hi USA80,

    You mean you don't see the related entity -employee in the places marked in the picture below, right?

    pastedimage1622786352016v1.png

    And employee is a custom entity? It is a N:1 relationship with the opportunity entity?

    A rollup can only aggregate values over related entities with the 1:N relationship.It can’t aggregate over the N:N relationships.

    Also, you should be aware of certain conditions and restrictions when working with rollup fields,which may also be the cause of the error.

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-rollup-fields#rollup-field-considerations 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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