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This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see:Define calculated fields to automate manual calculations

A calculated item uses the values from other items. To insert a calculated item, execute the following steps. Click any Country in the pivot table. On the Analyze tab, in the Calculations group, click Fields, Items & Sets. Click Calculated Item. The Insert Calculated Item dialog box appears. Download and unzip the Calculated Fields Form plugin 2. Upload the entire calculated-fields-form/ directory to the /wp-content/plugins/ directory 3. Activate the Calculated Fields Form plugin through the Plugins menu in WordPress 4. Configure the settings at the administration menu Settings Calculated Fields Form 5. Click Pick to open a list of the fields in your form, select the fields you want to multiply, and click OK to list the fields in the dialog box. Subtraction and division are a bit harder since you don't have a simple option to pick. To subtract one field from another. Open the Properties for the results field. Click the Calculate tab.

Calculated fields let you automate manual calculations used in your business processes. For example, a salesperson may want to know the weighted revenue for an opportunity which is based on the estimated revenue from an opportunity multiplied by the probability. Or, they want to automatically apply a discount, if an order is greater than $500. A calculated field can contain values resulting from simple math operations, or conditional operations, such as greater than or if-else, and many others. You can accomplish all this by using the calculated fields feature; no need to write code.

The calculated field capabilities:

The calculated fields comprise of calculations that use the fields from the current entity or related parent entities.
The expression support is available on the current entity and the related parent entity fields in the Condition sections and the Action sections. The built-in functions include:
ADDHOURS, ADDDAYS, ADDWEEKS, ADDMONTHS, ADDYEARS, SUBTRACTHOURS, SUBTRACTDAYS, SUBTRACTWEEKS, SUBTRACTMONTHS, SUBTRACTYEARS, DIFFINDAYS, DIFFINHOURS, DIFFINMINUTES, DIFFINMONTHS, DIFFINWEEKS, DIFFINYEARS, CONCAT, TRIMLEFT, and TRIMRIGHT.
A rich conditional support provides branching and multiple conditions. The logical operations include AND and OR operators.
The visual editing capabilities include modern user interface and intellisense in the ACTION section.
A seamless integration of the calculated fields with the forms, views, charts, and reports is available in real time.
If you updated your Online organization to December 2016 Update for Dynamics 365 (online), you can configure calculated fields to use custom controls.

A few examples of the calculated fields

Weighted Revenue: Estimated revenue multiplied by probability
Net Worth: Assets subtracted by the liabilities for a given account
Cost of Labor: Base rate up to 40 hours, plus additional overtime
Contact Number: Phone number for an opportunity based on account or contact
Lead Score: Single field that provides insights to the quality of a given lead
Follow Up By: Follow up on an activity by a specified number of days based on priority

Important

To create a calculated field you must have the Write privilege on the Field Security Profile entity. If the calculated field uses the secured fields in a calculation, you should consider securing the calculated field as well, to prevent users from accessing data for which they don’t have sufficient permissions. The calculated field editor gives you a warning if you are creating a calculated field that uses secured fields in a calculation, suggesting you secure the calculated field. More information: Field level security.

Calculated fields examples

Let’s take a look at calculated field examples in more detail. We’ll define the calculated fields with the Field Editor. To open the Field Editor:

Open solution explorer
Expand Components > Entities.
Select the entity you want and choose Fields. Choose New.
In the editor, provide the required information for the field, including the Field Type and Data Type. The Field Type is Calculated. The available data types for the calculated field:

Single line of text
Option Set
Two Options
Whole Number
Decimal Number
Currency
Date and Time
The Edit button next to the Field Type takes you to the calculated field definition editor, where the new calculated field has been created, but no formula has been set. The calculated field definition consists of two sections: CONDITION and ACTION.
In the Condition section, you can specify an entity, field, operator, type, and value. In the dropdown box for the Entity, you can choose a current entity or a related entity. In the Field dropdown box, you have a selection of all available fields for the entity. Depending on the operator you choose, you may need to provide type and value. You can specify multiple conditions using the AND or OR operators.
In the Action section, you provide the formula for the calculated field.

Note

You can use data from Lookup records within your Action. You first have to select the Lookup field and then type a period. After that, you can select one of the fields available on the related entity. For example, in the case of <LookupFieldName>.<RelatedFieldName>, you can select: ParentAccountId.AccountNumber.

Note that field level security will be ignored on the related entity, so if there is sensitive data in the accessed field we suggest securing your calculated field as well.

Weighted revenue of opportunity

In this example, we are using the fields of the opportunity entity to calculate the weighted revenue based on the opportunity’s probability. In the field editor for an opportunity entity, we create a field called “Weighted Revenue” and specify the field type as Calculated and the data type is Currency. In the calculated field definition editor, in the Condition section, we specify the opportunity with the Status = Open. In the ACTION, the formula calculates the weighted revenue based on the opportunity estimated revenue multiplied by the probability of the opportunity. The following screenshots show step-by-step how to define the Weighted Revenue calculated field.

Create the calculated field called “Weighted Revenue”:

Set the condition on the opportunities:

Provide the formula for the weighted revenue:

Altogether:

Follow-up date of opportunity

In this example, we are using the fields of the originated lead of an opportunity, to calculate the appropriate date when to follow up on the opportunity. In the field editor for an opportunity entity, we create a field called “Follow-up date” and specify the type as Calculated and the data type is Date and Time. In the calculated field definition editor, in the Condition section, we specify two conditions: the purchase time frame and the estimated value of the lead. In the ACTION, we provide two formulas, one, to follow up in one week on the immediate opportunity, another one, to follow up in one month, if the opportunity is not likely to happen right away. The following screenshots show step-by-step how to define the “Follow-up date” calculated field.

Create the calculated field called “Follow-up Date”:

Set the two conditions on the originating lead:

Provide the formula to follow up in one week:

Provide the formula to follow up in one month:

Altogether:

Days from a record creation

In this example, we are using the DIFFINDAYS function, to compute the difference in days from the time when a record was created to the current date.

Create the calculated field called “Calculated difference in days”:

Provide the formula for computing the difference in days

Altogether:

Calculated field functions syntax

The following table contains information about the syntax for the functions provided in the ACTION section of the calculated field.

Tip

The function names are specified in uppercase letters.

Function Syntax	Description	Return type
ADDDAYS (whole number, date and time)	Returns a new date and time that is equal to the given date and time, plus the specified number of days.	Date and Time
ADDHOURS (whole number, date and time)	Returns a new date and time that is equal to the given date and time, plus the specified number of hours.	Date and Time
ADDMONTHS (whole number, date and time)	Returns a new date and time that is equal to the given date and time, plus the specified number of months.	Date and Time
ADDWEEKS (whole number, date and time)	Returns a new date and time that is equal to the given date and time, plus the specified number of weeks.	Date and Time
ADDYEARS (whole number, date and time)	Returns a new date and time that is equal to the given date and time, plus the specified number of years.	Date and Time
SUBTRACTDAYS (whole number, date and time)	Returns a new date and time that is equal to the given date and time, minus the specified number of days.	Date and Time
SUBTRACTHOURS (whole number, date and time)	Returns a new date and time that is equal to the given date and time, minus the specified number of hours.	Date and Time
SUBTRACTMONTHS (whole number, date and time)	Returns a new date and time that is equal to the given date and time, minus the specified number of months.	Date and Time
SUBTRACTWEEKS (whole number, date and time)	Returns a new date and time that is equal to the given date and time, minus the specified number of weeks.	Date and Time
SUBTRACTYEARS (whole number, date and time)	Returns a new date and time that is equal to the given date and time, minus the specified number of years.	Date and Time
DIFFINDAYS (date and time, date and time)	Returns the difference in days between two Date and Time fields. If both dates and times fall on the same day, the difference is zero.	Whole Number
DIFFINHOURS (date and time, date and time)	Returns the difference in hours between two Date and Time fields.	Whole Number
DIFFINMINUTES (date and time, date and time)	Returns the difference in minutes between two Date and Time fields.	Whole Number
DIFFINMONTHS (date and time, date and time)	Returns the difference in months between two Date and Time fields. If both dates and times fall on the same month, the difference is zero.	Whole Number
DIFFINWEEKS (date and time, date and time)	Returns the difference in weeks between two Date and Time fields. If both dates and times fall on the same week, the difference is zero.	Whole Number
DIFFINYEARS (date and time, date and time)	Returns the difference in years between two Date and Time fields. If both dates and times fall on the same year, the difference is zero.	Whole Number
CONCAT (single line of text, single line of text, … single line of text)	Returns a string that is the result of concatenating two or more strings.	String
TRIMLEFT (single line of text, whole number)	Returns a string that contains a copy of a specified string without the first N-characters.	String
TRIMRIGHT (single line of text, whole number)	Returns a string that contains a copy of a specified string without the last N-characters.	String

Note

All DIFF functions require that the first Date and Time field and the second Date and Time field have the same behavior: User Local, Date Only or Time-Zone Independent. If the behavior of the second field doesn’t match the behavior of the first field, the error message is shown, indicating that the second field can’t be used in the current function. More information: Behavior and format of the Date and Time field.

Note

You cannot enter a date, such as 01/01/2015, as the Date value in a calculated field. Date and DateTime values can only be set or compared using other DateTime fields.

In the CONCAT function, you can use literal strings as single lines of text, entity fields that contain a single line of text, or a combination of both. For example: CONCAT (FirstName, LastName, “is a manager.”). If a literal string contains quotation marks, precede each mark with the backslash () escape character, like this: “This string contains the ”quotation marks.”” This ensures that the quotation marks inside the string aren’t treated as special characters that separate the strings.

The following examples show how to use the TRIMLEFT and TRIMRIGHT functions. They contain the initial strings and the resulting strings, returned by the TRIMLEFT and TRIMRIGHT functions:

TRIMLEFT (“RXX10-3456789”, 3), returns the string “10-3456789”
TRIMRIGHT (“20-3456789RXX”, 3), returns the string “20-3456789”

Calculated fields considerations

You should be aware of certain conditions and limitations when working with calculated fields: