Skip to main content

Notifications

Announcements

No record found.

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

Saving a View as a Rollup Query

(0) ShareShare
ReportReport
Posted on by 462

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

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,077 Super User 2024 Season 1 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.

  • TedW Profile Picture
    TedW 462 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

  • Leco Lv Profile Picture
    Leco Lv 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

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,077 Super User 2024 Season 1 on at
    RE: Saving a View as a Rollup Query

    Hi TedW,

    What do you mean by a Rollup query?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey Pt 2

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,904 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,605 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans