Rollup column

A Dataverse column that aggregates across related records — count, sum, average, min, max — and persists the result on a scheduled refresh.

A rollup column in Dataverse is a column that aggregates values across related records — count of opportunities on an account, sum of revenue from won deals, latest activity date across contacts. Rollups persist the result, making them queryable and indexable (unlike calculated columns which compute at read time). The value refreshes on a schedule (default hourly) or on-demand via the Refresh action; between refreshes the value is stale. Aggregations supported: count, sum, average, min, max. One rollup column = one aggregation across one related-table relationship. For real-time aggregation, use plug-ins or Power Automate flows that maintain the value on every change. For sum-of-revenue-by-customer style analytics, rollup columns are the no-code answer.