cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Charles-v-D
Level: Powered On

building a management report from SharePoint

Hi All,

I'm trying to build a PowerApps app that shows a management report via tables and graphs. My data sources is SharePoint List which is shown below. I like to make a PowerApps app that now does 2 things:

  1. gives table that shows total $ per month-year
  2. gives bar graph that shows same

I have added a mockup of what I like to see (2nd picture)

When I add table or graph in PowerApps I only see direct representation of my sharePoint List and can't find settings to build totals etc.

 

Any feedback is greatly appreciated!

Regards

Charles

 

d1.JPGthe SharePoint list

 

 

 

 

 

 

 

 

 

d4.JPGthe desired management table

 

 

 

 

 

 

 

 

d3.JPGcorresponding management graph

 

1 ACCEPTED SOLUTION

Accepted Solutions
v-siky-msft
Level 10

Re: building a management report from SharePoint

Hi @Charles-v-D ,

 

The Groupby function can be convenient to nest the table,  we can group the value from the same preiod and easily calculate the sum.

The following formuals are for your reference.

1. create a "period" button , set Onselect as below to create a "period" column and collect in a collection. 

ClearCollect(colmoney, ShowColumns(AddColumns(Money,"period",year&"-"&month),"value","period"))

2. create a "group" button, set OnSelect as below to group the value.

ClearCollect(Coltotal,GroupBy(colmoney,"period","total"))

3. create a "sum" button, set OnSelect as below to calculate the sum

ClearCollect(ColSum,AddColumns(Coltotal,"Sum",Sum(total,value)))

4. create the column chart, set Items as ColSum below to show the Sum.

Capture.PNG

 

Best regards,

Sik

View solution in original post

2 REPLIES 2
Super User
Super User

Re: building a management report from SharePoint

The bar graph is pretty simple. You need to provide the graph the data in the desired management table. You could use a combination of the GroupBy(), AddColumns() and Sum() functions to create the data table. The link below gives an example of aggregating data.

 

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/functions/function-groupby#aggregate-re...



--------------------------------------------------------------------------------
If this post helps answer your question, please click on “Accept as Solution” to help other members find it more quickly. If you thought this post was helpful, please give it a Thumbs Up.
v-siky-msft
Level 10

Re: building a management report from SharePoint

Hi @Charles-v-D ,

 

The Groupby function can be convenient to nest the table,  we can group the value from the same preiod and easily calculate the sum.

The following formuals are for your reference.

1. create a "period" button , set Onselect as below to create a "period" column and collect in a collection. 

ClearCollect(colmoney, ShowColumns(AddColumns(Money,"period",year&"-"&month),"value","period"))

2. create a "group" button, set OnSelect as below to group the value.

ClearCollect(Coltotal,GroupBy(colmoney,"period","total"))

3. create a "sum" button, set OnSelect as below to calculate the sum

ClearCollect(ColSum,AddColumns(Coltotal,"Sum",Sum(total,value)))

4. create the column chart, set Items as ColSum below to show the Sum.

Capture.PNG

 

Best regards,

Sik

View solution in original post

Helpful resources

Announcements
thirdimage

Power Automate Community User Group Member Badge

Fill out a quick form to claim your user group badge now!

sixthImage

Power Platform World Tour

Find out where you can attend!

Power Platform 2019 release wave 2 plan

Power Platform 2019 release wave 2 plan

Features releasing from October 2019 through March 2020

fifthimage

Microsoft Learn

Learn how to build the business apps that you need.

Top Kudoed Authors (Last 30 Days)
Users online (5,755)