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Applying sum function to a filtered table column

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Posted on by CU29011704-0

Hello - I am working on an app that would be used to track capacity of employees based on the projects that they are working on.

So each month when someone is assigned to a project, they would go into the app and enter the project name, their own details and the amount of time they are allocating to that project for the month (entered as a decimal i.e. 0.10, 0.20, etc)

In the app I have a table where a user can go and view all the projects or filter it by manager and/or project manager to view the number of projects that specific employee is assigned to.

What I want to achieve is that when a particular project manager is selected and the table is filtered, in another field ('current month' as can be seen in the screenshot) I would like the sum of all of their allocations to be displayed.

Looking for help on what that formula would look like or if it is even possible

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WarrenBelz 153,117 Most Valuable Professional on at

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Hi @CU29011704-0,

I can refine this with some details on the control names and Items and the list and field names, but it would look something like this (xxxx would be the drop-down field name displayed)
With( { _Data: Filter( SPList, Project = ProjectDD.Selected.xxxx && PM = PMDD.Selected.xxxx ) }, Sum( _Data, Allocated ) )

The structure is needed to have some Delegation capacity.

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CU29011704-0 30 on at

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Hi WarrenBelz - Thanks for the input.

The list name is Capacity Planning

Manager dropdown is called: drpManager

PM dropdown is called: drpPM

Items property of the Manager and PM dropdown is a Choices function pulling the names from their respective sharepoint columns simply named 'Manager' and 'Project Manager'

I have two questions regarding the structure you provided:

What should I enter in place of: ProjectDD and PMDD

If i'm understanding correctly, the formula is being applied to the sharepoint list rather than to the table in the app. Would we be able to apply the Sum formula to the table instead because once a project is completed, the status would be changed to 'Inactive' and I wouldn't want the allocation from that to be included in the total. In the screenshot I shared, the table is filtered to show the projects for a particular PM and I want the Sum function to display the total of the allocations for that PM in the 'Current Month' label so in the example the total should say 1.05. And once a different PM is selected, show a total of their allocation. I hope that makes sense

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WarrenBelz 153,117 Most Valuable Professional on at

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Hi @CU29011704-0

The names of your dropdown controls and xxxx will be Value if they are simple Choices in the Items.

I am not sure what you mean by Table - if it is a Gallery, then use (with your control name) GalleryName.AllItems instead of the SharePoint list name.

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