Skip to main content

Reference a table

  • June 7, 2019
  • 2 replies
  • 23 views
J

I am trying to get a total of one column in a different table to my summary table
So basically I have expenses and income tables and its divided into classes. I want the sum of a specific class to appear in my summary table and do the same thing for the income

    2 replies

    JonathanBowen
    Forum|alt.badge.img+18

    Hi @JOSH_KINGSTON - you can’t get data into a summary table without either:

    • copying it there
    • linking it
    • looking it up or rolling it up (via a link)

    The answer to your problem might be in the structure of the base. I think I understand what you’ve got (although may have it wrong). Can you share your base (or an empty copy of it) so that we can comment further?

    JB

    A
    Forum|alt.badge.img+19
    • AlliAlosa
    • Inspiring
    • June 8, 2019

    I think you could use a conditional rollup. Add a column to both the income and expense tables, then use a formula like…

    IF({Class Name} = "Class Name Here", {Amount}, 0)

    Then, add two rollup fields on your summary table (one for income and one for expenses) with the formula:

    SUM(values)

    Note that this requires all the records you want to sum to be linked to the same record in the summary table.

    You can read more about conditional rollups here :slightly_smiling_face:

    Conditional rollups

    By default, a filter applied in one table does not affect a rollup in another table. A rollup field will roll up data from all records in the target linked table, regardless of whether or not those...

    Terms & ConditionsAccessibility statement