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Community Champion
Community Champion

Complex Sort, Filter, LookUp function

Hello, 

I'm hoping somone has some insights on this one ( @CarlosFigueira, @ShaneCows, @mrdang ? Smiley Happy ). I'm seriously stuck!

 

  • Data Source:
    • Sharepoint custom list named "TI_Evaluation_Tool_Results"
    • data_source.png
  • Use Case:
    • Employees submit a monthly evaluation where up to 13 competencies may be evaluated.
  • Compliance:
    • Employee must evaluate at least 2 competencies every month.
    • Employee must evaluate all 13 competencies every half (6 month period).
  • Key Sharepoint Columns: 
    • [rdm_cost_center] : Employee.
    • [compX_num] : Competency that was evaluated. Numbered [comp1_num] - [comp13_num].
    • [year] : Calculated SP column. Applies =TEXT(evaluation_date,"yyyy") to each record.
    • [half] : Calculated SP column. Applies =TEXT(evaluation_date,"mm") to each record. If "mm" = "01"-"06, period "1","2")
    • [month] : Calculated SP column. Applies =TEXT(evaluation_date,"mm") to each record.
  • Global variables: 
    • Used to make the app aware of the year, half, and month for comparison on the Compliance Screen
    • Sets Year: Set(thisYear,Text(Today(),"[$-en-US]yyyy"));

    • Sets Half: 
      If(Text(Today(),"[$-en-US]mm")="01",
      Text(Today(),"[$-en-US]mm")="02",
      Text(Today(),"[$-en-US]mm")="03",
      Text(Today(),"[$-en-US]mm")="04",
      Text(Today(),"[$-en-US]mm")="05",
      Text(Today(),"[$-en-US]mm")="06",
      Set(thisHalf,"1"),"2");

    • Sets Month: Set(thisMonth,Text(Today(),"[$-en-US]mm"))

  • Gallery.Items =  GroupBy(TI_Evaluation_Tool_Results,"rdm_cost_center","group")
    • Using this formula for .Items, I'm able to get each rdm_cost_center to display in the Gallery
  • compX_num label = LookUp(TI_Evaluation_Tool_Results,rdm_cost_center=ThisItem.rdm_cost_center).comp1_num
    • This gets some of the compX_nums to display, but is not comparing the year, half, or month. 
    • How do I display the competency if it was evaluated this year and this half? 
    • How can I set the Fill property to display a different color if competency was evaluated this year, half, and month?
    • gallery1.png

I can't seem to figure out the combination of Sort/Filter/Lookup needed to display the [compX_num] in the label. Any leads would be SO much appreciated. I'm about 3 days into trying different things! 

 

Thank you

12 REPLIES 12

@Shanescows

 

So... I thought I was familiar with Delegation :), but apparently I'm missing something in this case. 

 

The Delegation docs say that LookUp functions with AND "predicates" are compatible with Sharepoint.

 

Why do I get the following blue squiggly error with only 10-20 records in this Sharepoint list?

1.png

 

What is meant by "Highlited operation is not supported by column 'half' ? The 'half' column in my list is a calculated column. 

2.png

 

Thank you for taking a peek at this. 

Shanescows
Most Valuable Professional
Most Valuable Professional

So half is a perfect name for the column. Why? Because the documentation around delegation isn't exactly fully correct. Half is a complex field and that is why it doesn't work. Like the ugly LookUp columns, choice columns, and I guess now calculated columns they don't work with all of the delegation pieces. 😞 

 

Try the same syntax but with a text column just to confirm my theory. 

 

Sorry 

Shane - Microsoft MVP, YouTube, and PowerApps Consulting for when you are in a bind to get this fixed quickly. And finally we now have PowerApps Training

@Paul_C@Shanescows

 

Just to circle back around again. I got this all to work (with your greatly appreciated help of course). 

 

Turns out the reason the Lookup function you devised (@Paul_C) wasn't working was because the "year", "half" and "month" columns in my Sharepoint list were of the calculated type. Calculated columns should now be lumped into that famous bunch of non/iffy-delegable types. 

 

To fix this, I created new year/half/month list columns of the Single Line of Text type and populated their respective form cards from the variables in my app (thisYear, thisHalf, thisMonth). 

 

*NOTE: PowerApps WOULD NOT let me name the new columns "year", "half" or "month". No matter how many times I refreshed the data, it would just not see them after I deleted them from the list. I had to name them "year1" etc. to get PowerApps to play nice. 

 

Result: 

1.png

 

This app is about to go into production for ~6-700 users. Much appreciated again, beyond the call of duty support. Thank you thank you thank you. 

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