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How to approach this?

I have a customer Project form in custom entity.

One tab on that form is for financials.

On the financials tab is a subgrid for tracking week over week financial entries for that project.

I would like to have a field on this form that shows the dollar difference between the current week and last week. Or a column in the subgrid.

How is this possible?

Alternatively I do have a field called "baseline" on my form. I could live with calculating the difference between the baseline and the most recent week ending financials.

Thanks,

Terry

Categories:

Customization / Solutions / SDK and API

Hi Terry,

You could use Goal management to rollup the financial entries per week and compare them.

More info:

docs.microsoft.com/.../create-edit-goal-rollup-query-sales

Or you could try to add two rollup fields to your custom Project entity and use the filter to get the sum of the financial entries of the current week and last week, and add a calculated field to get the difference between the two.

Alternatively ;-) you could add a calculated field to the financial entries entity to calculate the difference between the baseline field at the parent record and the entry of that week.

See example:

community.dynamics.com/.../how-to-get-value-from-a-look-or-other-related-entity-using-calculated-field-in-microsoft-dynamics-crm

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