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 / how to retrieve data f...
Power Apps
Unanswered

how to retrieve data from a rollup - fields / column (in dataverse) in another table in real time

(0) ShareShare
ReportReport
Posted on by 21

Hello Guys

Please Help !!!

 

Let me explain my project a bit more in detail:

 

In my project, I am trying to set up a cash management application in contact with other departments.

In the checkout application, I have 2 main forms, each of which has its own table.

--The data entry table

--the data summary table

 

Also, in parallel, I am developing a canvas application on power apps

 

how I see things:

On a daily basis, the cashier will enter incoming and outgoing transactions in a form that is connected to the data entry table .

The summary table, on the other hand, contains only cumulated and calculated data which depend on the data of the data entry table

I have already created the 2 tables

I linked the 2 tables

I created the 2 forms on power apps

 

For the data entry table, here are the columns: Customer's surname and first names, type of customer, type of transaction (Cash out, Cash in), amount, commission generated, observation

For the summary table, I have several columns such as: Total cash out initial balance, total cash in, total commission, final balance

 

To create the colomn "total cash out" in the summary table, I configured the condition:

{ if transaction in the data entry table is equal to Cash out, Then (aggregate): SUM the amount}

 

So I would like the summary table to contain only 1 single line since these are only cumulative or calculated values. The values ​​will change depending on the selected date

 

My difficulty:

When I do a test; that's to say :

In my power apps application, when I enter data in the form, the record is created in the data entry table (dataverse), But no record is created in the summary table

I was thinking that since the tables are linked and that the validation of the data entry form contains data related to the summary table, then this should automatically create a record in the summary table. But this is not the case. Do you have any idea how to proceed please?

 

Looking forward to reading you very soon🤝

I have the same question (0)
  • LaurenWithers Profile Picture
    82 on at

    looks like there is a relationship between tables but you haven't set up any rules to automatically create summary table records based on the data entered in the data entry table.

    You could create a flow that triggers when a new record is created in the data entry table. The flow will check if a corresponding record exists in the summary table - if it does not exist, the flow will create a new record in the summary table and populate the necessary fields with the aggregated data. If a record does exist, the flow will update the existing record in the summary table with the new aggregated data.

     

    If this helped please give a thumbs up and if it worked please mark as the solution 🙂 

  • Chriscarter Profile Picture
    21 on at

    Hello @LaurenWithers 

     

    I simplified my tables to quickly make captures

    Let me share with you in more detail

     

    I have two tables in my dataverse solution

    --Test checkout entry form (Client Name, Amout, Type of transcation) (image)

    init table checkout.png

     

    -- and Cash register summary test (total out)

    summary init 1.png

     

    I linked the 2 tables (I think I did it well, since in the creation of the rollup column it appears well as an associate)

     

    In the Cash register summary test table, I created a cumulative column "total out" as follows: (image)

    total out en.png

     

    In power apps,

    I inserted 2 forms, respectively for each of the tables

    1st

    p app init 1 en.png

    2nd

    p app summary1 en.png

    After all this,

    I come in my form 1 power apps to enter the data as well

    p app entry 1 en.png

    The data is saved in the table (image)

    entry table checkout.png

    But no record on the side of the summary table

    Here is the Cash register summary test table (it does not contain any records in the "Total Out" column) why ?

    total out entry en.png

    The "total out" column should sum the data in the "amount" column of the cash entry form test table

     

     

     

  • Chriscarter Profile Picture
    21 on at

    Thank you very much @LaurenWithers 

     

    Your advice makes sense to me

    But to tell the truth I don’t know exactly how to proceed with the flows.

    After reading your post, I tried to reproduce, but I got lost every time

     

    Please these explanations accompanied by screenshots will help me a lot.

    I know you have a busy schedule, but if you can, feel free to share me with the screenshots

    I still don’t have a good handle on flows.

    You can read my previous post to get an idea of my project and existing tables

     

    Thank you for your understanding

  • Fubar Profile Picture
    8,487 Super User 2026 Season 1 on at

    What Lauren is saying is that you need to create the Summary record either automatically (using Flow, Workflow or Plugin) or a user creates it manually (e.g. via a button in your canvas app).

    You then need to link your detail record to the summary record (by populating the lookup on your detail record with the respective Summary record).

    The summary record is not 'magically' created by itself, you have to formulate a way to create it that is appropriate for your scenario.

  • Chriscarter Profile Picture
    21 on at

    Merci @Fubar  For these detailed explanations.

     

    I understood that.

    My difficulty is in setting up this flow or workflow or plugin I don’t know how to proceed.

    That’s what I said in my previous post.

    If you can do it with screenshoots it will help me a lot.

     

    Thank you for your comprehension

  • Anton_Dali_UKR Profile Picture
    75 on at

    Here is the Cash register summary test table (it does not contain any records in the "Total Out" column) why ?

     

    Answering your question above.

    Rollup field calculates results one time in 12 hours by default. You can execute immediate calculation by clicking on the refresh icon of the field if field itself published on the form in model-driven application

  • Fubar Profile Picture
    8,487 Super User 2026 Season 1 on at

    @Anton_Dali_UKR wrote:

    Answering your question above.

    Rollup field calculates results one time in 12 hours by default. You can execute immediate calculation by clicking on the refresh icon of the field if field itself published on the form in model-driven application


    You can configure it to run hourly, and  can also trigger it via code to refresh on demand. 

  • Chriscarter Profile Picture
    21 on at

    Thanks @Anton_Dali_UKR , @LaurenWithers 

    Thanks @Fubar   For these detailed explanations.

     

    I understood that.

    My difficulty is in setting up this flow or workflow or plugin I don’t know how to proceed.

    That’s what I said in my previous post.

    If you can do it with screenshoots it will help me a lot.

     

    Thank you for your comprehension

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Users!

Kudos to our 2025 Community Spotlight Honorees

Congratulations to our 2025 community superstars!

Congratulations to the March Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Power Apps

#1
11manish Profile Picture

11manish 536

#2
WarrenBelz Profile Picture

WarrenBelz 426 Most Valuable Professional

#3
Haque Profile Picture

Haque 305

Last 30 days Overall leaderboard