Lab 2.1: Create calculated and rollup fields

Scenario

Bellows College is an educational organization with multiple campuses and programs. Many of Bellow Colleges instructors and administrators need to attend events, and purchase items. Historically tracking these expenses has been a challenge. Campus administration would like to modernize their expense reporting system by providing employees with a digital way to report expenses. Ideally, they want their users to complete an Expense Report after each event or purchase. For each Expense Report, they want them to be able to add individual expense line items. They have already started working on this solution. The Expense Report table has been created. You have been asked to take over the project and complete it.

High-level lab steps

Upon Successful completion of this lab, you will:

  • Add new fields to an existing table
  • Create a rollup field
  • Create a calculated field

Prerequisites

  • Completion of Module 1 Lab 0 - Validate lab environment and Lab 1.1, where you imported the Expense Report solution

Things to consider before you begin

  • Naming conventions - enter names carefully.

Exercise 1: Create Calculated and Rollup fields

Objective: In this exercise, create a rollup and a calculated field on the expense report table.

Task #1: Add a rollup field to the Expense Report table

  1. If necessary, navigate to the Power Apps Maker Portal.
  2. Make sure that you are working in the environment that you imported the Expense Report solution into during the last exercise.
  3. Using the navigation on the left, select Solutions.
  4. Locate and select the Expense Report solution.
  5. Locate and open the Expense Report table.
  6. Under the Schema Group, select Columns.
  7. Select +New column.
  8. Enter Report Total for Display name.
  9. Select Currency for Data type.
  10. In Required, select Optional.
  11. In the Behavior field, select Rollup.
  12. Select the Save button. (You need to save the column before you can configure it.)
  13. Once the Column is saved, a pop-up window should appear. (If you get a pop-up message, you may need to allow pop ups.)
  14. Under RELATED ENTITY, select +Add related entity.
  15. Select (Expense Lines) Expense Report.
  16. Select the Check mark button to accept the change.
  17. Under AGGREGATION, select +Add aggregation.
  18. Set Aggregate Function to Sum.
  19. Set Aggregated Related Entity Field to (Expense Line) Expense Amount.
  20. Select the green check mark and then select the Save and Close button.

Task #2: Add a Power FX Formula Calculated field to the Expense Report table

  1. If necessary, navigate to the Power Apps Maker Portal.
  2. Make sure that you are working in the environment that you imported the Expense Report solution into during the last exercise.
  3. Using the navigation on the left, select Solutions.
  4. Locate and select the Expense Report solution.
  5. Locate and open the Expense Report table.
  6. Under the Schema Group, select Columns.
  7. Select +New column.
  8. Enter Last Date for approval for Display name.
  9. Select Formula for Data type.
  10. Enter the following formula: DateAdd('Report Due Date',2)
  11. Set the Format field to Date Only.
  12. Select the Save button. (You need to save the column before you can configure it.)