Calculated field (power FX) - sum of related records?

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Posted on by Medoomi

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I guess I'm really asking about using the Power FX formulas in a calculated field (in preview).

I have two Dataverse tables. One is called "payments" and within this table, it has a column called "amount," recording payments, of a currency type, and a second lookup column which designates a "project" from the second Dataverse table. This second table, "projects," is related to payments as a 1*N.

Is it possible within the "projects" Table to create a calculated column "total paid," which would sum all the related "amount" records from the "payments" table?

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Tables

Microsoft Dataverse

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Medoomi 523 on at

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Re: Calculated field (power FX) - sum of related records?

Thanks so much @Fubar , I did a bit of digging & the "rollup" option is found on the "behavior" field when creating a new column in Dataverse (if the Data type is set to currency, date & time, or number).
Fubar 7,879 Super User 2025 Season 1 on at

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Re: Calculated field (power FX) - sum of related records?

Yes.

There used to be a trick for getting currency fields rollups to work, but can't remember exactly what it was, it was something like making sure the out of the box "currency" field the one that indicates its USD, Euro etc (not the field you created) was on the parent records form (but it could be set not visible).