Calculated Field

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Posted on by MichaelHoward

I'm currently trying to make a correction to one of our Dynamics 365 CRM Charts.

The entities in question are:

- User
- Invoice
- Fee Split

For every Invoice, it has at least 1 fee split, as the Invoice could be split between multiple users.

The chart in question looks at Fee Splits.
- The Legend provides a SUM of the Fee Value field within the Fee Split
- The Horizontal section shows it by Fee Earner (User), and then splits again depending on the status on the Invoice (Paid or Outstanding).

What I need to be able to do is adjust the Legend based on a field within the Invoice entity. The field has two options ('Invoice' and 'Credit Note').

I need to be able to SUM all that show 'Invoice' and then minus the SUM of all that show 'Credit Note', to then provide an accurate total of what has been billed. Currently it is just providing a SUM of both Invoice and Credit Notes, and therefore the figure is higher than it should be.

Any help is much appreciated!

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Neil Pete on at

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RE: Calculated Field

Yes, charts have certainly changed the sense of calculations. You can find many charts that show the graph of any product you are working on. It is easy to check the graph of any mathematical equation. I need to get paper writing services legitimate online to complete my research paper on time to get my degree from the college.