Create a Calculated Field/Column in Dataverse to use with Power Apps or Dynamics 365

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Calculated fields/columns can be used to do math with your data in Power Apps or Dynamics 365.
In this hands-on tutorial, I’ll show you how to build a new calculated field/column from scratch (using the Opportunity table in the Dynamics 365 Sales app), how to add it to a form, and then how to test that it’s working.
You might also enjoy this video about rollup fields: • Create a Rollup Field/...
00:00 - Overviewing the completed calculated field/column in the Dynamics 365 Sales app
00:39 - Working with tables and columns in Dataverse (at make.powerapps.com)
01:44 - Creating a new calculated field/column
04:33 - Adding a new calculated column/field to a form
05:43 - Testing the calculated field/column
If you want to set up a free 30-day trial of Power Apps, check out another one of my videos: • Set up a Free Power Ap... .

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Опубликовано:

23 июл 2024

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Комментарии : 22

@TinyTechnicalTutorials 2 года назад

What else do you want to learn about Power Apps/Dynamics 365? Let me know below in the comments!

@barnakovacs2339 Год назад

Hello! How can I "group by" with views like I can in SQL? In the case of sales data, the delegation problem could be avoided in this way.

@developermct 2 года назад

I need a string type of calculated field. I need to concatenate text from more than one field. It doesn't seem to like "&" or "+" to splice the strings. How do you do this? Thanks!

@TinyTechnicalTutorials 2 года назад

Hi developermct! Thanks for the question :) You want to use the "Concat" function for this, and use commas instead of & or +. For example, this line will concatenate the column1 column2, with a space between them: CONCAT(column1, " ", column2). There's another example at the very bottom of this page that might help: powerusers.microsoft.com/t5/Building-Power-Apps/Concat-or-Concatenate/td-p/589290

@developermct 2 года назад

@@TinyTechnicalTutorials Thanks so much!

@aleksandratrpeska4950 2 года назад

Hi, was just curious if the Opportunities table is part of the sample data, or was made in one of the other videos, because I don't seem to find it

@TinyTechnicalTutorials 2 года назад

Hi Aleksandra! I got Opportunities by enabling the Dynamics 365 apps/data when I set up the environment. Hope that helps! :)

@aleksandratrpeska4950 2 года назад

@@TinyTechnicalTutorials thanks for the reply! Don't know if it's because of the new updates, but now it's not available in that sample data :/ lots of unexpected changes recently 😅

@TinyTechnicalTutorials 2 года назад

Oh, interesting! I have a trial I created maybe 3 weeks ago. I just went and created a new environment to see what's up. I used "Trial (subscription-based)," enabled D365 and deployed "All Enterprise apps." When I go to make.powerapps.com, then Dataverse, you're correct that Opportunities doesn't show up there (I thought it used to?). But if you go to create a new Solution, then "Add existing table" to the solution, you can still pull in Opportunity (and it shows in the D365 Sales UI by default too). (And yes, I've noticed a few unexpected changes just in the last few weeks myself!) Based on your comment, I'm assuming you know how to do all that ^^ (creating a solution, etc.). :) But if not, let me know, and I can point you to a timestamp in one of my other videos for more. Hope it helps!

@AssassinUK Месяц назад

Great Vid. Can you filter, lookup, search, etc on a calculated field?

@TinyTechnicalTutorials 19 дней назад

Thanks, Simeon! 🙏🤓 Sorry for the slow response! If you're still looking for an answer, it's unfortunately not super simple. Here are some links that might help: -Lookup: powerusers.microsoft.com/t5/Microsoft-Dataverse/Using-lookups-with-calculated-fields/td-p/2282143 -Filter (uses a SharePoint example, but some good tips here about how to do it in Power Apps): powerusers.microsoft.com/t5/Building-Power-Apps/Filtering-a-Gallery-via-a-SharePoint-List-Calculated-Column/td-p/2104687 -Search: I'm not finding anything specific to this. The name of the field would be searchable just like any other, but I don't believe the *value* would be since this is calculated dynamically. Anyway, hope it helps! 😊

@rodrsturge663 Год назад

Thanks for the video. In a model driven app, where would you do more complex calculations: For example in order to provide a view where people haven't completed their assignment this quarter? (The calculated field only allows you to check a date against a hard coded date) **Edit** I see you can create a table column of type 'fx Formula' which allows you to input more complex calculations. For example Quarter of AssignedTask: "Q" & Text(RoundUp(Month(myDate)/3,0)) & "-" & Text(Year(myDate))

@TinyTechnicalTutorials Год назад

Oooh, nice! Thanks for the update...I'm sure this will help someone else! 💪🔥😎

@JulyTiger1986 2 года назад

Do you know if a calculated field will calculate for existing records?

@JulyTiger1986 2 года назад

Nvm, answered my own question. I had added it and it didn't appear to, but when I go into the actual application with it added to a view, it is showing correctly. Thank you!

@TinyTechnicalTutorials 2 года назад

Yay! Thanks for the update! :)

@JulyTiger1986 2 года назад

@@TinyTechnicalTutorials One thing I noticed is that with the calculated field, it's now showing a value when displayed on a chart or in a report.

@TinyTechnicalTutorials 2 года назад

Hey Tyler - When I first read your comment, I thought it said "it's NOT showing a value," but after re-reading, you're saying "it's NOW showing a value." I hope you really meant the latter ("now showing") because it should be showing a value! :) I just went and created a chart and a report to be sure, and the calculated values are showing up for me. Let me know if I misunderstood!

@JEffigy Год назад

Yeah pity the example was so simply...how about looking up a value from a related table? Something possible in multiple other CRM systems...Sorry it bugs me when people go to all the trouble of creating a useful video then do a scenario that any monkey could work out, sorry just a little annoying.

@TinyTechnicalTutorials Год назад

Thanks for the feedback, Geoff! Always looking to get better. :)

@JEffigy Год назад

@@TinyTechnicalTutorials sorry that was a little unfair, just be awesome to see something like a calculated column or Power FX Function that looked up a value from a related table then multiplied it by a value on the same table. I’m thinking something like Order_Detail.Quantity * Product.UnitPrice to give an extended total sale for the line item.

@TinyTechnicalTutorials Год назад

All good! :) And thanks for a specific example. Cross-table multiplication is definitely possible. I've added this to my list for future Power Apps videos. I have several other videos in the queue already so it'll take a little time to get published, but I'll make it happen!