web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Power Platform Community / Forums / Power Apps / Assistance Needed with...
Power Apps
Unanswered

Assistance Needed with Customizing Expense Report Formula

(0) ShareShare
ReportReport
Posted on by 39

Hi,

I am currently working on customizing the Microsoft expense report template to suit our specific requirements. I have encountered a challenge with one of the formulas that I'm using, and I'm seeking your assistance to resolve this issue.

Initially, I had been using the following formula: which was working absolutely fine however showing complete record which is available on the SharePoint List 

"$" & With({Item:LineItems},If(Sum(Filter(Item,ReportID.Id in OpenReports.ID),Cost)>0,Text(Sum(Filter(Item,ReportID.Id in OpenReports.ID),Cost),"[$-en-US]#,###.00"),0))

  However, in order to further tailor this formula to our needs, I have attempted to implement the following modification:

"$" & With( {FilteredItems: Filter(LineItems, ReportID.Id in OpenReports.ID && CSE_Name = User().Email ) }, If( Sum(FilteredItems, Cost ) > 0, Text(Sum( FilteredItems, Cost ),"[$-en-US]#,###.00" ), 0 ))

Screenshot 2023-08-11 195556.png

Regrettably, this modified formula is currently returning a zero value along with a delegation error.

I kindly request your expertise and guidance in helping me build a formula that effectively filters the data based on the logged-in user and fulfills our requirement.

 

Thanks & Regards,

Sanket 

Categories:

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Kudos to our 2025 Community Spotlight Honorees

Expanding mentorship, skilling, and AI innovation

Leaderboard > Power Apps

#1
11manish Profile Picture

11manish 382 Super User 2026 Season 2

#2
Mohsin Ali Profile Picture

Mohsin Ali 329

#3
WarrenBelz Profile Picture

WarrenBelz 187 Most Valuable Professional

Last 30 days Overall leaderboard