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Power Apps - Microsoft Dataverse
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'Snapshotting' in Dataverse calculated columns

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Posted on by 11

Hi all,

 

I have a question regarding calculated columns in Dataverse which I hope you can help me with.

 

Let's say I have a table in Dataverse that keeps track of employee salaries each month.

 

Each month, a new record is created for each employee with Date, Base Salary, Extras, Deductions and Final Salary.

Final Salary is a calculated column: Final Salary = Base Salary + Extras - Deductions.

Date, Extras and Deductions are inputted every month.

Base Salary, however, is a fixed value, kept as a field in another table.

At record creation, the Final Salary calculation occurs fine.

 

However, let's say the employee gets a raise and Base Salary changes. As far as I understand, all Final Salary amounts for previous months would get recalculated based on the new value of Base Salary, which would be wrong.

 

So my question is, is there a way to make calculations 'snapshot' the value of a field at record creation, rather than be updated whenever the value changes? In this situation, Final Salary would be calculated at record creation (each month) and then stay the same regardless of changes in Base Salary

 

Thanks for your time and your help! 🙂

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  • RMarchante Profile Picture
    11 on at
    Re: 'Snapshotting' in Dataverse calculated columns

    Thanks! I'll have a look at the options you suggested.

  • Verified answer
    Drew Poggemann Profile Picture
    9,278 Most Valuable Professional on at
    Re: 'Snapshotting' in Dataverse calculated columns

    Hi @RMarchante ,

     

    Sorry this is not possible.  You would need another field on your monthly data that would be populated as a raw currency value vs. a calculated column so it will not change over time.  You might think of having a date based historical table of the base salary for the Employee and then maybe utilize a flow to populate your monthly records by looking up the appropriate salary based on the date as this could be complicated if they get a rate in the middle of the month as well 🙂

     

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