retable faq blue background
January 20, 2024

How to use roll-up column?

Thanks to the Roll-up colum you can now easily summarize and aggregate data from multiple linked records within a single table or across multiple tables. 🎯

The Roll-up column is a game-changer for projects that require complex calculations or data from multiple sources. It allows you to create customized views of your data, generate reports, and calculate totals, averages, and percentages with ease. With just a few clicks, you can transform scattered data into a centralized and organized format, saving you time and effort.

The Roll-up column is designed to be user-friendly and intuitive, with a range of aggregation functions to choose from, including sum, average, count, max, min, and more.

Let's see how it works! 👇🏻

  • To add a rollup column, click the plus sign located to the right of your existing columns. Then, select "Rollup" column type from the list of the column types.
  • In order to use a rollup column, you have to have a reference colum that's linked to another table in your project.
  • After adding the rollup column, the first option you can configure is to choose which table you want to use to summarize records
  • Choose a column that you want to rollup; this column will be used to bring in information from the other table you've linked to into the table where the rollup column is being created.  
  • The last step is to select a way to aggregate the column values from the linked records. When you start editing the aggregation input, you will see suggestions for potential roll-up functions with a brief description.
  • You can insert various functions in this area; for a complete reference of rollup aggregation functions
  • After you've finished configuring the rollup column settings, save the column. You'll see any values that can be rolled up from the linked table.