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powerappspower-automatedataverse

Sum the value in Dataverse and safe it in a different table

i am using the Power Plattform to create a table and also use the dataverse as my database. I have created two tables.

Table Planned Study Cost one looks like the following:

Column Column Type
Type Of Cost Optionset
Cost Currency
Refunded Study Cost Currency

This table is just for planning what costs will come up in the future.

Lets say i have an entry like the following:

Type Of Cost: "semester fee"
Cost: "1000,00€"
Refunded Study Cost: "0,00"

I also have a second table Proven Study Cost. This table is there to prove the costs which are created in the Planned Study Cost table.

Column Column Type
Type Of Cost Optionset
Refunded Cost Currency

So when ever an entry in this table is created, the value of the Refunded Cost column should be updated in the Planned Study Cost table for the matching Type Of Cost

Lets say we have an entry like this in the Proven Study Cost:

Type Of Cost: "semester fee"
Refunded Study Cost: "500,00"

Then the entry in the beginning of the Planned Study Cost table should be updated and look like this:

Type Of Cost: "semester fee"
Cost: "1000,00€"
Refunded Study Cost: "500,00"

and so on.

Is there a possibility to either create this directly in the Power App itself or maybe create a cloud flow (which might be the better attempt?)

Thank you very much for your help!

Solution

  • Thanks for the clarifications, based on the comments you would like to sum up the values from child entity to a field in parent entity.

    You have many options to achieve this, I will explain two ways which are low/no code way.

    1. Use Rollup fields, which basically is a dataverse capability to rollup the calcuations and update parent entity.

    https://learn.microsoft.com/en-us/power-apps/developer/data-platform/calculated-rollup-attributes

    Please check the limitations of this column type before you choose this option. As the calculation might not happen real-time.

    1. Use automated cloud flow to do the necessary calculations on create/update/delete of the child entity to recalculate the values. here you control how and when it calculation happens and more flexibility.

    Other ways include plugins, custom workflows which might need some custom code to work.