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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Facing issue while cal...
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Facing issue while calculating sum from the child entity field value under parent entity

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Posted on by Josh246 10

Hi All,

I am facing one issue while calculating sum from the child entity field value under the parent entity.

Details:

I have two entities Account [parent] and Contact [Child]

contact entity having two field wagesmonthly , wagesAnnually and  both are calculated field with decimal number

and contact entity also having lookup of account entity under the form.

Task need to do

I want sum for each field and showcase under the account entity custom field1 and field2

how can we achieve this, can some one guide me on this.

Thanks Josh

  • Josh246 Profile Picture
    Josh246 10 on at
    RE: Facing issue while calculating sum from the child entity field value under parent entity

    Hi All,

    Thanks for the Suggestion.

    Still  having issue, As i have mentioned Contact Entity, Wages monthly and Wages annual  both are decimal calculated field.

    If i create  Rollup field under account as CalMonthly, its not allowed to take the reference to calculated field from contact entity.

    what i need to achieve, calculate sum of all the related contacts  Wages monthly & wages annually individually  which are associated with specific account.

    that data i need to show case under account entitiy as CalMonthly and CalAnnualy fields.

    Please suggested me  how we can achieve this.

    Thanks Josh

  • Inogic Profile Picture
    Inogic 24,094 on at
    RE: Facing issue while calculating sum from the child entity field value under parent entity

    Hi,

    You can achieve this by using Rollup field. 

    As you have custom fields on contact entity which are "wagesmonthly" and "wagesAnnually" .

    On account, create your custom field as Rollup field and add conditions like related entity as contact, in filters if the field contains data then aggregate as sum of "wagesmonthly " field of contact entity. 

    You can follow the same for the "wagesAnnually" field. 

    Refer the below. 

    wagesAnnually.png

    Hope this helps.

    Thanks!

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Facing issue while calculating sum from the child entity field value under parent entity

    Hi,

    Have you tried rollup field ?

    learn.microsoft.com/.../define-rollup-fields

    There is one limitation with rollup field is it can not reference calculated field.

    You can store the result of calculated field in normal field and then use that in rollup

  • Suggested answer
    Saeid G Profile Picture
    Saeid G 142 on at
    RE: Facing issue while calculating sum from the child entity field value under parent entity

    Not sure what issue you have but make sure in your related entity have proper filter 

    I.e.  if field1 contains data 

  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Facing issue while calculating sum from the child entity field value under parent entity

    Hello Josh,

    Can you please state the issue that you experience?

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