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Customer experience | Sales, Customer Insights,...
Suggested Answer

Saving a View as a Rollup Query

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Posted on by 479

Hi,

Does anyone know if its possible to save a Personal View or a System View as a Rollup query?. We use an anonymisation add-on in Dynamics that only seems to work in bulk on Rollup queries and not views.

Thanks

Ted

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  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at
    RE: Saving a View as a Rollup Query

    Hi TedW,

    What do you mean by a Rollup query?

  • Leco Lv Profile Picture
    on at
    RE: Saving a View as a Rollup Query

    Hi TedW,

    I'm a little confused, I don't quite understand what you mean by "save a Personal View or a System View as a Rollup query". Do you want to save a view from the results of the rollup query? If it is convenient, can you explain in detail?

    pastedimage1670399158997v1.png

  • TedW Profile Picture
    479 on at
    RE: Saving a View as a Rollup Query

    Hi Leco,

    We have a complicated view that I need to create as a rollup query. There are a lot of If's and And's in it. Im just wondering if I have to re-create the filters for the view when I create the rollup query, it would be a lot easier if I could somehow save the view as the rollup query.

    Thanks

    Ted

  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at
    RE: Saving a View as a Rollup Query

    Hi TedW,

    I do not think this is possible using the ou-of-he-box rollup column.

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