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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

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

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a33ik 84,331 Most Valuable Professional on at

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Hello Josh,

Can you please state the issue that you experience?

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Saeid G 144 on at

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

I.e. if field1 contains data

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Bipin D365 28,983 Moderator on at

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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

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Inogic 709 on at

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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.

Hope this helps.

Thanks!

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Josh246 10 on at

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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

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