web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Help - Rollup based on dates

(0) ShareShare
ReportReport
Posted on by 177

My goal is to have a view that shows # of opportunities for each account based on date. Is the best approach to this

1) Create a rollup field that counts all opportunities

2) Set the view filter to only show where opportunity created between the dates

Will this adjust the count of opportunities?

I have the same question (0)
  • Suggested answer
    LeoAlt Profile Picture
    16,331 Moderator on at

    Hi Partner,

    Creating a rollup field is correct way, but set filter in view is no able to filter the count of opportunities based on date.

    For example, you created a view based on account entity and add count field as a column in it, but you should noticed that the roll up field will show all the opportunity counts for each account if you don't set filter conditions in roll up field. Setting date filter in view won't work.

    So you need to set filter conditions based on date in roll up field properties directly.

    For example, you want show weekly counts of opportunities for each account, you could refer to the following steps.

    1.Create two date&time field in account named startDate and endDate, and their format must be "Date and Time" so that they could be used in roll up field condition.

    2.Create a schedule Power Automate run everyday. And then update the account entity, set the startDate to DateAdd(Now(),-7)) and endDate to Now();

    3.Go to your roll up field property, and set up the filter condition, set the created on is less than endDate and created on is larger than startDate.

    Then the roll up field will only show the count of opportunities created in each week for each account.

    Regards,

    Leo

  • saturation Profile Picture
    177 on at

    Interesting. I guess another option is to use Power Automate to just directly update those fields on a monthly basis as well, although there is probably more overhead.

  • LeoAlt Profile Picture
    16,331 Moderator on at

    Hi Partner,

    Yes, you are right. Consider that using power Automate will incur more expenses, so I provided the previous solution.

    So if my answer helped you, please mark my answer as verified.

    If you have any other questions about this thread, please feel free to let me know.

    Regards,

    Leo

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Pallavi Phade Profile Picture

Pallavi Phade 102 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 67

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 55 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans