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Calculated and rollup fields

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review Summary of what’s new. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Calculated and rollup fields on Common Data Service for Apps entities make it possible to easily compute values for any field and summarize multiple records in a single rollup calculation.

Create calculated and rollup fields when you need to:

  • Create number-based calculations by using Excel-like formulas.

  • Concatenate and update text.

  • Create calculations by using values from related entities.

  • Create rollups of number fields.

  • Apply conditional calculations based on values in other fields.

  • Create rollups of date fields (for example, MAX(Datefield)).

A screenshot of a calculated field

Calculated field

For more information about calculated fields, go to Define calculated fields to automate manual calculations. For information about rollup fields, go to Define rollup fields that aggregate values.