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

You bet! Thanks for watching!! 😊🙏🌟

Thanks so much, Rick!! :)

You are so welcome! Glad it was helpful! :)

Thanks for the kind words, Marc! 🥰 Interesting...I actually hadn't gotten word about calculated fields going away, though I know that Microsoft is nudging people towards FX formulas. You're wondering if you can code a rollup in the formula itself? I don't believe so, but might not be understanding. You might have found this documentation already, but it's a pretty good breakdown of calculated vs. rollup vs. formulas, and some limitations/use cases for each: learn.microsoft.com/en-us/power-apps/developer/data-platform/calculated-rollup-attributes. Hope that helps, and thanks for the heads-up! 🙏🌟🤓

Hi Michael! Thanks for watching! :) Were you able to sort this out? Do you get a "Refresh" button next to the new field? It will show empty initially, but if you click that, it should pull in the new sum that you set up. And here's an article that might also help (the UI has changed a bit, but the concepts are still the same): neilparkhurst.com/2016/07/01/mb2-712-certification-microsoft-dynamics-crm-2016-customization-and-configuration-rollup-fields/

@@TinyTechnicalTutorials Thanks SO much!

Yay! I'm so glad. Thanks for watching! 😊

Hi Vivek! 😊 This usually happens if relationships aren't set up correctly between entities. If Entity1 has a field called MyAggregatedField, and you're trying to aggregate things from Entity2, but don't have a relationship between Entity1 and Entity2, then you won't see the field on Entity2 that you need. Hopefully that makes sense! It could also be that your data types are different. If MyAggregatedField is a number, for example, you'll only be able to see other fields that are numbers. Here are some other ideas that might help: powerusers.microsoft.com/t5/Microsoft-Dataverse/Aggregated-Related-Entity-Field-not-showing-up/td-p/1227438

I got the same issue, if anyone is reading this, it was that my column was in decimal and apparently you can't aggregate decimals, so I had to create a new one with integer numbers.

Hi Tricacole! 😊 Dataverse for Teams has a limited set of features as compared to "regular" Dataverse. Just found a comparison table, and it looks like calculated fields aren't available: learn.microsoft.com/en-us/power-apps/teams/compare-data-sources#key-considerations-and-differences-between-lists-dataverse-for-teams-and-dataverse. Sorry!!

Thanks for watching, Nadia! 😊 In general, the filters for Rollup Fields are somewhat limited, but I believe you can filter that way. I'm unfortunately not at my computer today to test things out, but you should be able to say something like "if Status equals Active" and "Owning User equals current user" (I can't remember the exact field names and values off the top of head, so double-check those). Hope that helps? Let me know how it goes!

@@TinyTechnicalTutorials yes, you were right, there is a simple filtering option

Hi Ilypo! I want to make sure I'm understanding. :) I've created some columns below. You're trying to sum up values in the Kilometres column, but not ALL values in that column. You only want to sum Kilometres if the value in Column 2 meets some criteria? Kilometres Column 2 10 Some value 18 Some value 15 Some value 5 Some value

@@TinyTechnicalTutorials Yes, Let's say on the 15 km's row Column 2 value=Gas Pump: So the function would calculate cumulative sum of kilometres from that row upwards (let's assume sort is descending by date). And this happens always between rows that have "Gas pump" value.

​@@TinyTechnicalTutorials Yes: if Column 2 value= "Gas Pump", Kilometres column will be summed cumulatively from that row. And this happens always between rows with Column 2's "Gas Pump" values.

Hmmm...I'll have to try this out to see. You should be able to check "If Column 2 = Gas Pump, then sum Column 1," but I'm not so sure about the "sort" or "sum only rows above" part. I'll try to get an environment set up today or tomorrow to try it out.

Hey PowerAppsMaker/Ilypo! Sorry this has taken me a while...I wanted to try it out before giving you an answer. So I created two tables: RollupTestTable1 (with columns for "Kilometres" and "SomeCriteria") and RollupTestTable2 (with a column for "TheRollupField"). Created a relationship between them. Here's a screenshot of the filters/aggregation I used: drive.google.com/file/d/1qLon6BSWac0hpgffVq2Ezkpi19smKiSY/view?usp=sharing. As suspected, I don't think there's an easy way to say "only sum things above/earlier than this." I've just hard-coded a date in my formula. How do you determine what row to start summing at? Will it always change? Maybe you can create a third column, a calculated field, something like "ShouldBeSummed." If it meets some criteria (like a date), then the value is "Yes," otherwise, "No." Then in the rollup field, you can check "If ShouldBeSummed equals true," then sum Kilometres. It's a little hackey, but might get you to what you need?

Thanks, Robert! :) Calculated fields are updated when a record is retrieved (such as when you open the record and look at it on the form). If you're already on the form and need it to update for some reason (maybe based on new data in another field), you'd need to save the record, which will force a save/refresh of the form. Hope it helps!

Hey IMotumbo! Did you mean to include a link to the Blue Yonder tutorial? I'm vaguely familiar with it, but want to make sure I understand your comment. :)

@@TinyTechnicalTutorials yes if you have already done it i saw some tables in this demo

Oh, I see! :) That's just the sample data that comes with the Dynamics 365 apps. When you set up a trial, there's an option to "include sample data," which is what I did. But you can also add/remove the sample data at any time. This should help: docs.microsoft.com/en-us/power-platform/admin/add-remove-sample-data

A daulat environment? 🤔

@@TinyTechnicalTutorials yes