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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 Chomchanok

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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 12,565 Moderator on at

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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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GirishS 27,827 Moderator on at

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Hi,

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

Thanks,

Girish S.

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Chomchanok 276 on at

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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?

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GirishS 27,827 Moderator on at

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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.

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Mohit Rampal 12,565 Moderator on at

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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.

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Chomchanok 276 on at

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

Thank you very much.

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Mohit Rampal 12,565 Moderator on at

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

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