We’re back at it on the Power Baseball League as we take a swing at Rollup fields. We even touch on Calculated fields as well.
Rollups and Calculated fields are smart fields in Dataverse that are set automatically by other data in the system.
Rollup fields aggregate data from other related records. This aggregate could be a sum or a max or several other options. Plus you can also filter the records that you will aggregate. Calculated fields allow you to use formulas on one or more fields already in your data.
Some quick examples? Total up the number of cases an Account has. Or the number of opportunities, or the value of open opportunities. There are plenty of options out there that could be beneficial for an organization. We touch on a few and implement one of our own today.
In this video, we walk through the step-by-step process to set up a Rollup field. Then we talk through some potential use cases for both types. Finally, we cover some limitations and best practices.
Did that give you everything you need to get started? If not, you can also review the Docs pages for more information.
See you next week for another exciting topic!
This is part of the Power Baseball League Series with Kylie Kiser (follow her on LinkedIn, Twitter or her Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.
You can find Kylie’s content at the following: