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Can someone guide me how to summary subtotal in line to represent in header.

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Posted on by 253

I have 2 tables in my form and 2 tables have a relation with header and line.

In my form (Header) I would like to show sum(Amount) for all data in line.

How should i do? please advise.

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  • Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Super User 2024 Season 1 on at
    RE: Can someone guide me how to summary subtotal in line to represent in header.

    Please mark answer/s verified so it can help someone in future.

  • Chomchanok Profile Picture
    Chomchanok 253 on at
    RE: Can someone guide me how to summary subtotal in line to represent in header.

    Thank you both now I create method and this issue are solved.

    Thank you very much.

  • Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Super User 2024 Season 1 on at
    RE: Can someone guide me how to summary subtotal in line to represent in header.

    As Girish mentioned, best to create a display method. Add the display method at header level which will calculate total of all related sales order lines and export it to excel.

  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Can someone guide me how to summary subtotal in line to represent in header.

    I would suggest you add a display method to show the total line amount against that header. During excel export from the form you can be able to see that display method in the excel also.

    Thanks,

    Girish S.

  • Chomchanok Profile Picture
    Chomchanok 253 on at
    RE: Can someone guide me how to summary subtotal in line to represent in header.

    Thank for both but My users want output that header need to have summary because at the end they need to export to be an excel to their boss.

    Do you have any sugguestion?

    pastedimage1680506989549v1.png

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Can someone guide me how to summary subtotal in line to represent in header.

    Hi,

    You can right click that column and click on "Total this column" - This is a inbuilt feature available in d365.

    Thanks,

    Girish S.

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,554 Super User 2024 Season 1 on at
    RE: Can someone guide me how to summary subtotal in line to represent in header.

    Hi, You can do it with 'New Grid Control' feature without customization. Check this article

    www.linkedin.com/.../calculate-fields-totals-d365fo-hylke-britstra

    If you want to do via code and don't want to manage personalization's for users, then check this article

    dynamics365musings.com/.../

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