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Sum currency column from SharePoint List based on date range

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Posted on by statuko

Hello,

I have been trying different formulas without success if I want to Filter by a date range. The Sum function with my currency field without date as a criteria works fine even though I get the delegation warning.

I looked around the forum and tried a few things but no sucess.

My Goal: Sum up the 'Amount' column from my List called 'MaintenanceExpenses' for a specified date range based on 'ExpenseDatePickerFrom' and 'ExpenseDatePickerTo'. The date picker compare the date with my 'Created' column.

I have a SharePoint List with a column 'Amount' that is of Currency type.

My App and formula:

Text(Sum(Filter(MaintenanceExpenses,Value(Text(Created,"[$-en-US]mm/dd/yyyy")) >= ExpenseDatePickerFrom.SelectedDate,Value(Text(Created,"[$-en-US]mm/dd/yyyy")) <= ExpenseDatePickerTo.SelectedDate),Amount),"[$-en-US]$#,###0.00")

Most likely I'm making a very basic mistake. Any suggestion would be amazing!

Thanks!

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PowerAddict 7,316 Most Valuable Professional on at

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Can you replace the filter criteria with something like this?

DateDiff(ExpenseDatePickerFrom.SelectedDate, Created)>0, DateDiff(Created, ExpenseDatePickerTo.SelectedDate)>0

Let me know if this helps.

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Thanks!

Hardit Bhatia

Microsoft Business Applications MVP

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rubin_boer 4,841 Super User 2024 Season 1 on at

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hi there
as date field cant be delegated, an idea is to have a column in your SharePoint list date_serial or something that is the number equivalent of your date.
assign the result to a variable gblMaintExpense
Sum(
filter(source,
date_serial >= value(datepickerStart.selecteddate) &&
date_serial<= value(datepickerEnd.selecteddate)
),
Amount
)
set the label text to
Text(gblMaintExpense,"#$00,00.00")

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statuko 40 on at

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Thanks for replying @PowerAddict !
No success using this instead of Filter.

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PowerAddict 7,316 Most Valuable Professional on at

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Just to confirm, this was supposed to simply replace the filter criteria you had in your filter. You would still need the Filter function.

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Thanks!

Hardit Bhatia

Microsoft Business Applications MVP

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statuko 40 on at

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Thanks for the reply @rubin_boer!

And I assume to feed that new column I have to get that done when I add a new entry?
I have never dealt with number equivalent of date. I will look that up.

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statuko 40 on at

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@PowerAddict yes. So it looks like this:
Text(Sum(Filter(MaintenanceExpenses,DateDiff(ExpenseDatePickerFrom.SelectedDate, Created)>0, DateDiff(Created, ExpenseDatePickerTo.SelectedDate)>0,Amount),"[$-en-US]$#,###0.00")

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PowerAddict 7,316 Most Valuable Professional on at

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Sounds good. Thank you for replying and trying it out. I will test it on my side and suggest something if the approach suggested by @rubin_boer doesn't work.

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Thanks!

Hardit Bhatia

Microsoft Business Applications MVP

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statuko 40 on at

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@PowerAddict,
Actually it worked. It was my mistake. I had made a mistake with the syntax.
Text(Sum(Filter(MaintenanceExpenses,DateDiff(ExpenseDatePickerFrom.SelectedDate, Created)>0, DateDiff(Created, ExpenseDatePickerTo.SelectedDate)>0),Amount),"[$-en-US]$#,###0.00")

Now I just need to tweak it so that it includes today's amounts. The Sum returned doesn't account for the entries done on the To date.

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PowerAddict 7,316 Most Valuable Professional on at

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Glad I could help! Good luck with the rest of the app! Feel free to reach out in case of any questions!

You probably just need to change the To date condition to >=0 rather than >0.

Thanks!

Hardit Bhatia

Microsoft Business Applications MVP

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rubin_boer 4,841 Super User 2024 Season 1 on at

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yes you got it. glad to see you sorted the filter. good luck with the app, have fun.

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