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Regular Visitor

Sum a column from one sharepoint list with a condition to another Sharepoint list.

Hi,

 

I have to seperate sharepoint lists. "List A" show all the orders I get in from different customers:

Screen Shot 2018-06-05 at 22.52.17.png

And sharepoint "List B" show all my customers as a single item in the list.

 

So "List A" has alot of orders not only from different customers, but also from the same customer. What I would like to do is to sum all the order values from "List A" to "List B", matching the customer name. I am simply trying to create a sharepoint list (List B) that show the total amount or result of all the orders a customer placed in Sharepoint "List A"

 

This is similar to what I do in excel when I use the function Sumif.

 

I have been trying to make this happen for a couple of days now, but I have not found any good solution to it.

 

Thanks

16 REPLIES 16
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Anonymous
Not applicable

This particular post includes some steps for iterating through all of the items:

 

https://blogs.msdn.microsoft.com/svarukala/2017/08/08/iterate-and-get-all-items-from-a-sharepoint-la...

 

I imagine you could then use some conditions plus a bunch of variables to start adding up the totals for each customer, with an action at the end to update the totals in List B

 

I would imagine that depending on how many unique customers you have plus how many individual sales transactions are stored in List A, this could be a time consuming flow to run.  As such, you'll want to be mindful of the trigger you are using, to ensure its not running multiples of times unnecessarily.

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Community Support
Community Support

Hi @ Alphahorse,

 

 

Does the value in the "Ordre Sum" column with a currency symbol “kr”?

 

Could you please take a try to add another column to save the currency symbol “kr”, and set the "Ordre Sum" column with a Number type?

 

If you could  add another column to save the currency symbol “kr”, and set the "Ordre Sum" column with a Number type, you could refer to my workaround below:

 

I have made a test on my side to create a List A as screenshot below:

Capture.PNG

Note:

The customer column is a single link of text column to save the costomer name.

The Order Single column is a Number type column to save the order money.

 

I have created a List B as screenshot below:

Capture.PNG

 

Note:

The customer column is a single link of text column to save the costomer name.

The Order Sum column is a Number type column to save the costomer's all order money.

 

I have created a flow as below:

Capture.PNG

Capture.PNG

 

Note: 

The expression in the Compose as below:

union(array(items('Apply_to_each')?['customer']),variables('customer'))

Capture.PNG

 

Note:

The "Current item" dynamic content in the screenshot is from "Apply to each 2".

 

Capture.PNG

 

Note:

The expression in the Compose 2  as below:

int(items('Apply_to_each_3')?['Order_x0020_Single'])

 

 

The flow would run successfully as below:

Capture.PNG

 

The items would be created in List B as below:

Capture.PNG

 

Please let me know if your problem could be solved.

 

 

Regards,
Alice Zhang

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Hi,

 

Thank you for the reply. Your solution seems to be a good one. However, I keen getting an error message:

Screen Shot 2018-06-08 at 11.32.53.png

 

So it might seem like I am missing a value in Order By field:?

Screen Shot 2018-06-08 at 11.37.23.png

 

 

Any solutions to this?

 

 

Thank you again for your explaination.

Highlighted

 

Hi @Alphahorse,

 

Please check the input in the "Filter Query" field of "Get items 2".

 

The input should be: 

Capture.PNG

 

Not:

Capture.PNG

 

 

Please take correct your flow and let me know if your problem could be solved.

 

Best regards,

Alice

 

 

 

 

 

 

 

 

 

Highlighted

Hi and Thank you for you reply.

 

I tried to replacate the flow you created and it works perfectly after I did the changes you suggested.

 

However, What I am trying to achieve is: Everytime someone in my company ads a new "order" to List A, it automatically updates the Customer in List B with the total amount. In this way, during the sell-in period, every employee can see the total amount the customer has bought for at any desirable point.

 

Your suggestion does that in a way but it is not dynamic, it only creates new items in List B if a item is created in List A.

 

In excel this is very easelly achieved by saying: "If the `customer name` in List A, is equal to the `customer name` in List B, then sum the whole `Order Single` row". However, I am not sure if this is possible using flow, maybe the logic should be something like this then: "When new item is created in List A, delete all items in List B - and then following the action you suggested in flow".

 

Is this even possible you think?

 

Thanks again for your help so far

 

 

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HI im trying to the same, i have total column and weekly total column and im struggling to get the sum based on created by i.e employee email id or name, it should calculate and show the final weekly total at bottom is that possible in sharepoint list?

 

the data which im getting is from power apps 

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@v-yuazh-msft 

Hi Alice,

I know this is a couple of years old so I am hoping you are still watching.

I have tried to recreate your tables and flows exactly but Compose 2 is failing with message

 

InvalidTemplate. Unable to process template language expressions in action 'Compose_2' inputs at line '1' and column '2266': 'The template language function 'int' was invoked with a parameter that is not valid. The value cannot be converted to the target type.'.

 

Please would you explain what you mean to achieve by using this function and why it might fail?

int(items('Apply_to_each_3')?['Order_x0020_Single'])

Thank you for your help,

Guy

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Actually it works perfectly well if you drop the int() function and just use 

items('Apply_to_each_3')?['Order_x0020_Single']

 

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Hi @Alphahorse ,

I have recreated your List A and List B and replicated the flow you suggest but, I keep getting the following error at GetItems2:

 

stockoutlist5.png

Any idea what I am doing wrong?

Thanks,

Izzy.

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Make sure you are using the current item associated with the correct get items.

I found the list offered me the wrong one until I searched for current and could see both and could see which one I needed

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Hi @GuyBoswell ,

Thanks, you are correct, I had the wrong current item. Get items2 is now working but I am getting an error at the Create item step further down:

 

stockoutlist7.png

 

Did you find this? Note that I used Current Item from Apply to Each3 in this step.

Thanks,

Yzanne.

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The example worked fine but struggling translating it to my own tables.  I have problems with data types.  SharePoint numeric calculated columns are treated as text by Power Automate

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Hi @GuyBoswell ,

I have decided that I'm going to approach this in a completely different way. My stock tables in Sharepoint are generated by a PowerApp. I'm going to try generating the totals data I need from PowerApps rather than with a flow. I already have data from one list updating data in another so should be able to work it out. It seems so much more complicated in flow than I feel it should be!

Thanks,

Izzy.

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I am a learner, not an expert. I am doing something similar, mixing up Power Apps, Power Automate and SharePoint. If I understand correctly (if a real expert is reading please correct me) doing the calculations in Power Apps means you are doing the work on the users phone. a) there are performance implications  b) you might have issues if they have an unstable connection 

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I am a learner too, just marginally less rubbish with PowerApps than Flow! I don't know if there are potential performance issues but I can see there might be if you're doing something complicated. For us reliable wifi is a problem before you get into anything more detailed. But, the lists I'm dealing with are not large and the maths very simple so at the moment it seems manageable via PowerApps.

I have spent days trying to get the total I need via Flow. I've now got it working and writing to my Sharepoint list in PowerApps in about 5 minutes.

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Hi @v-yuazh-msft just wanted to pass on my thanks for outlining your solution for the issue. I've just reproduced your solution to try to address a similar requirement I had.

 

Whilst I'm still a bit dizzy from the Apply to each embedded in Apply to each...I got there in the end and got exactly what I needed...even 2 years after your original response.

 

So thanks again!!!

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