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aaroh_bits
Helper V
Helper V

Display Filter fields dropdown from lookup columns

 

Hi,


Dataverse table structure

  • I have a Dataverse table called Request which has many lookups.

    One of columns is Capex  Category lookup, Opex  Category lookup & Expense Nature lookup columns as shown:

    aaroh_bits_0-1613399751788.jpeg

     



  • This Capex category column and Open Category column from Request table is related to related table called Expense Nature Category table as shown:

    aaroh_bits_1-1613399751796.jpeg

     



  • The Expense Nature Category table has following 1 column called Category  aaroh_bits_2-1613399751801.jpeg

     


    and Data is as follows
    aaroh_bits_3-1613399751804.png

     

  • Expense Nature table (3) is another lookup (besides Expense Nature Category table) with following schema

    aaroh_bits_4-1613399751807.jpeg

     


    With 1 single column called Expense Nature and data fields as follows

    aaroh_bits_5-1613399751809.jpeg

     

 

Objective  (Power Apps Form)

I need to filter only entries from Capex Category only fields which are Capex

aaroh_bits_6-1613399751817.jpeg

 

But dropdown is filtering all the fields shown up (Opex and Capex)
Similarly , I need to filter only entries from Opex Category only fields which are Opex

aaroh_bits_7-1613399751819.jpeg

 

 

How could I filter fields only for Capex Category from dropdown which are Capex?
Please advice.

@v-xiaochen-msft @v-yutliu-msft @v-xida-msft 

1 ACCEPTED SOLUTION

Accepted Solutions
v-albai-msft
Community Support
Community Support

Hi @aaroh_bits ,

What is the “Related table” of your Expense Nature lookup column from Request(1st) table?

Is Expense Nature column from Expense Nature Category(2nd) table a lookup column related to your third Expense Nature table?

Do you want to filter choices from below Expense Nature Category column based on the value of below Expense Nature column, which is a lookup column related to your 3rd table)? For example, if filter condition is “Opex”, then the dropdown should have one choice:”Health,Safety&Environment Expense”.

v-albai-msft_0-1613526983154.png

If yes, I did a test on my side for reference. I assume that:

1. Your Expense Nature lookup column from Request(1st) table is related to Expense Nature Category table.

2. Your Expense Nature column from Expense Nature Category(2nd) table is a lookup column related to your 3rd Expense Nature table.

So, set Items property of your “Capex Category” dropdown to:

 

Filter('Expense Nature Categories','Expense Nature Categories'[@'Expense Nature'].'Expense Nature (cre5c_name)'="Capex")

 

And also, set Items property of your “Opex Category” dropdown to:

 

Filter('Expense Nature Categories','Expense Nature Categories'[@'Expense Nature'].'Expense Nature (cre5c_name)'="Opex")

 

Notes: Since the name of your 3rd table is same as your column name(both are Expense Nature), you need to use the @ disambiguation operator to distinguish between table name and  column name. For more information about Disambiguation inside Table, you can refer to this article.

 

Check the results below.

This is the default choices:

v-albai-msft_1-1613526983159.png

After changing. For Capex Category dropdown:

v-albai-msft_2-1613526983163.png

For Opex Category dropdown:

v-albai-msft_3-1613526983164.png

Best Regards,

Allen

View solution in original post

1 REPLY 1
v-albai-msft
Community Support
Community Support

Hi @aaroh_bits ,

What is the “Related table” of your Expense Nature lookup column from Request(1st) table?

Is Expense Nature column from Expense Nature Category(2nd) table a lookup column related to your third Expense Nature table?

Do you want to filter choices from below Expense Nature Category column based on the value of below Expense Nature column, which is a lookup column related to your 3rd table)? For example, if filter condition is “Opex”, then the dropdown should have one choice:”Health,Safety&Environment Expense”.

v-albai-msft_0-1613526983154.png

If yes, I did a test on my side for reference. I assume that:

1. Your Expense Nature lookup column from Request(1st) table is related to Expense Nature Category table.

2. Your Expense Nature column from Expense Nature Category(2nd) table is a lookup column related to your 3rd Expense Nature table.

So, set Items property of your “Capex Category” dropdown to:

 

Filter('Expense Nature Categories','Expense Nature Categories'[@'Expense Nature'].'Expense Nature (cre5c_name)'="Capex")

 

And also, set Items property of your “Opex Category” dropdown to:

 

Filter('Expense Nature Categories','Expense Nature Categories'[@'Expense Nature'].'Expense Nature (cre5c_name)'="Opex")

 

Notes: Since the name of your 3rd table is same as your column name(both are Expense Nature), you need to use the @ disambiguation operator to distinguish between table name and  column name. For more information about Disambiguation inside Table, you can refer to this article.

 

Check the results below.

This is the default choices:

v-albai-msft_1-1613526983159.png

After changing. For Capex Category dropdown:

v-albai-msft_2-1613526983163.png

For Opex Category dropdown:

v-albai-msft_3-1613526983164.png

Best Regards,

Allen

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