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Power Platform Community / Forums / Power Apps / Screen with multiple r...
Power Apps
Answered

Screen with multiple reports, with filters, and Email Option.

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Posted on by Chrisguff12 233

I have been trying to set up a report screen using other thread on the site but I can’t seem to get the formulas right.

I want to use one screen to show two different sets of reports (one at a time). I also want to be able to filter the data in a few ways. And lastly, I would like to set up an email option. The reports are on data tables, if I need to, I could switch to galleries. I just like the way the data tables show all the data from all the reports. The data tables would only be visible after a report is selected then you select the filters then you would select which email group to send the current visible report to.

I’ve included a screen shot of the Objects names.

Here are the names and choices:
Select Report: ["Cleaning Reports", "Maintenance Reports"] // (Dropdown)
Machine Name: //Linked to Tables on OneDrive the names are (Etcher_Cleaning_Sheet & Etching_Maintenance_Reports)
Coworker Name: // (Text Input) Search by coworker
Date: ["This Week", "This Month", "Year to Date"] // (Dropdown)
Email Report to: ["Etching Team", "Management"] // (Dropdown

Chrisguff12_0-1612835132096.png

Categories:
Building Power Apps
  • v-bofeng-msft Profile Picture
    v-bofeng-msft Microsoft Employee on at

    Hi @Chrisguff12 :

    I'm not sure if I understand what you mean,please point it out if there is an error:

    • You want to display data in a datatable control as a report.
    • You want the data source in the datatable control to change according to the selection of a drop down control.

    if so,I advice you to create two datable controls and use their visible property to show or hide them to achieve your needs.For example:

    1\Add a Dropdown control（Dropdown1）

    Items

    ["Cleaning Reports", "Maintenance Reports"]

    2\Add a Datatable(DataTable1)

    Items

    Cleaning

    Visible

    Dropdown1.Selected.Value="Cleaning Reports"

    3\Add a Datatable(DataTable2)

    Items

     

    Maintenance

     

    Visible

     

    Dropdown1.Selected.Value="Maintenance Reports"

    In this way, different reports can be displayed according to the dropdown's selection

     

    Best Regards,

    Bof 

  • Chrisguff12 Profile Picture
    Chrisguff12 233 on at

    Yes perfect thank you. That solves the first part of what I'm trying to do. and like I thought I was making it harder then it needed to be. 

     

    Now after one of the reports has been selected I need to filter the results by the drop downs, textinput, and combo boxes. I always seem to have trouble using filters and getting the right formulas they always seem to be missing something.  

    I need to be able to apply each filter independently or all of them to reduce the data displayed.

    for the date there are three options ["This Week", "This Month", "Year to Date"].

     

    After filtering the data. I need to send the results in an email.

    Chrisguff12_1-1612842052185.png

     

     

  • v-bofeng-msft Profile Picture
    v-bofeng-msft Microsoft Employee on at

    Hi @Chrisguff12 :

    I've made a test for your reference:

    1\My data source:

    ClearCollect(TestCollection,{'Date and time':Now()},{'Date and time':DateAdd(Now(),35,Days)})

    2\Add a dropdown control(Dropdown2) 

    3\Set the datatable's items property to:

    Switch(
 Dropdown2.Selected.Value,
 "This Week",
 Filter(TestCollection,'Date and time'>=DateAdd(Today(),If(Weekday(Today())<>1,-Weekday(Today())+2,-6),Days) && 'Date and time'<DateAdd(Today(),If(Weekday(Today())<>1,9-Weekday(Today()),0),Days)),
 "This Month",
 Filter(TestCollection,Year('Date and time')=Year(Today()) && Month('Date and time')=Month(Today())),
 "Year to Date",
 Filter(TestCollection,Year('Date and time')=Year(Today()))
)

     Formula Reference:

    1\Get the time at 0 AM on the first day of the week

    DateAdd(Today(),If(Weekday(Today())<>1,-Weekday(Today())+2,-6),Days)

    2\Get the time at 0 AM on the first day of next week

    DateAdd(Today(),If(Weekday(Today())<>1,9-Weekday(Today()),0),Days))

    66.gif

    Best Regards,

    Bof

     

  • Chrisguff12 Profile Picture
    Chrisguff12 233 on at

    Hello,@v-bofeng-msft 

     

    Thanks for the date formulas. I had to replace the collection with my data source on one drive but I got it working. When I haven't made a selection, the data table is blank. How can I make the filter default to show all data until a selection is made from drop down?  

     

    My current formula.

    Switch(
 'Date_Filter_VH-C_Dropdown'.Selected.Value,
 "This Week",
 Filter(Etcher_Cleaning_Sheet,'Date and Time'>=DateAdd(Today(),If(Weekday(Today())<>1,-Weekday(Today())+2,-6),Days) && 'Date and Time'<DateAdd(Today(),If(Weekday(Today())<>1,9-Weekday(Today()),0),Days)),
 "This Month",
 Filter(Etcher_Cleaning_Sheet,Year('Date and Time')=Year(Today()) && Month('Date and Time')=Month(Today())),
 "Year to Date",
 Filter(Etcher_Cleaning_Sheet,Year('Date and Time')=Year(Today()))
)

     

  • Verified answer
    v-bofeng-msft Profile Picture
    v-bofeng-msft Microsoft Employee on at

    Hi @Chrisguff12 :

      Please try :

     

    Switch(
 'Date_Filter_VH-C_Dropdown'.Selected.Value,
 "This Week",
 Filter(Etcher_Cleaning_Sheet,'Date and Time'>=DateAdd(Today(),If(Weekday(Today())<>1,-Weekday(Today())+2,-6),Days) && 'Date and Time'<DateAdd(Today(),If(Weekday(Today())<>1,9-Weekday(Today()),0),Days)),
 "This Month",
 Filter(Etcher_Cleaning_Sheet,Year('Date and Time')=Year(Today()) && Month('Date and Time')=Month(Today())),
 "Year to Date",
 Filter(Etcher_Cleaning_Sheet,Year('Date and Time')=Year(Today())),
 Etcher_Cleaning_Sheet
)

    I think this link will help you a lot:

    If and Switch functions in Power Apps 

     

    Best Regards,

    Bof 

  • Chrisguff12 Profile Picture
    Chrisguff12 233 on at

    @v-bofeng-msft 

     

    Everything works great now. Thanks for all your help. 

  • Chrisguff12 Profile Picture
    Chrisguff12 233 on at

    Email portion:

    Just wanted to let anyone looking at this thread that the email portion of this thread is on another form.

    https://powerusers.microsoft.com/t5/Building-Power-Apps/Emailing-a-data-table-along-with-its-filters/m-p/828827#M264606

     

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