Rollup Field = Sum(Calculated Field)

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Posted on by Community Member

Hello CRMers,

I tried to make Rollup field that (Sum) all values on Calculated Field, But the calculated field does not appear as an option for using it inside rollup field. Any Help??

Thanks

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Mahendar Pal 45,095 on at

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Hi,

From SDK: A rollup can't reference a calculated field that uses another calculated field, even if all the fields of the other calculated field are on the current entity.

refer for more details: technet.microsoft.com/.../dn832103.aspx

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TheMarkChristie 10,328 Moderator on at

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Hi

I am afriad you will not be able to sum up the value of a calculated field without using some additional development.

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RaviKashyap 55,410 Moderator on at

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Hi,

This is one of the limitation of rollup fields.

Check this-

technet.microsoft.com/.../dn832162.aspx

You need to do a rollup using the old ways

https://community.dynamics.com/crm/f/117/t/147466

Hope this helps.

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Syed Ibrahim 6,257 on at

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You can't use it in rollup fields in below scenario. Pls find the below some of limitations of rollup fields.

A rollup can't reference a calculated field that uses another calculated field, even if all the fields of the other calculated field are on the current entity.

You can define a maximum of 100 rollup fields for the organization and up to 10 rollup fields per entity.

The business rules, workflows or calculated fields always use the last calculated value of the rollup field.

A workflow can’t be triggered by the rollup field updates.

A workflow wait condition cannot use a rollup field.

A rollup over the rollup field is not supported.

The rollup can only apply filters to the source entity or related entities, simple fields or non-complex calculated 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.

A rollup can’t be done over the 1:N relationship for the Activity entity or the Activity Party entity.

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Community Member on at

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Sounds like a ton of limitations... why not just make a regular currency field and use plugins instead.

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Karuna Karan 1,212 on at

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No code solution:

Create a surrogate field in the same entity and put it on the form "Calc Field Surrogate 'Currency-Simple'". Use Biz Rule to copy value from Calc field to Surrogate field. You can set the Biz rule scope to 'Entity' or as the way you want it to work. Then rollup from the Surrogate field value.

I'm using this workaround since the Calc, Rollup fields were introduced. Works without any sweat!

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ncraigg 35 on at

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Karuna, I'm trying to implement this, but so far I'm not having any luck. My surrogate field isn't being populated. The Business Rule I created says If Calculated Field contains data, Set Value of the surrogate field to Calculated Field. Am I missing something?

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Karuna Karan 1,212 on at

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If the surrogate field itself is not populating, then either the Biz rule is configured incorrectly or the requirements are not met (involved fields are not in the form) or your calc field doesn't contain data. Please double check the configuration, keep the biz rule scope to forms. Let me know.

Share a screenshot of the biz rule, calc field and surrogate field in the form.

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ncraigg 35 on at

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I see what the problem is. The form has to be open to trigger the business rule, which is a problem because there are thousands of records with calculated fields that will update regularly. Since I'm looking to use this field in a rollup field in a related entity, it isn't practical to have to open every related record to get the correct rollup value. I thought I could use a real-time workflow to update the field, but the workflow doesn't let me use calculated fields that are calculating across multiple entities. Is there no way to have a summary of calculated fields in related records without coding a solution?

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Karuna Karan 1,212 on at

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Is it possible to send me the ER diagram, which contains the entities with the calculated fields and where the roll up field is located in each entity. I'll check and get back if there can be a no code solution.

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