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Counting Data based on Parameters

  • February 15, 2024
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I have two tables: "Billing" and "Activities". I'm trying to find a way to combine this data so that I can see $ received from bills while only including "TimeEntry's". In this specific scenario, the amount I would need to see is $530, since the $100 is an ExpenseEntry.

It is way too time consuming to manually count the hundreds of records, so I need a formula or an easier way to compute this. Thank you very much!

Best answer by TheTimeSavingCo

You could link them up and use a rollup field like so:

The rollup field is set to only include records where the "Name" value is "TimeEntry", and here's the base for your reference

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1 reply

TheTimeSavingCo
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You could link them up and use a rollup field like so:

The rollup field is set to only include records where the "Name" value is "TimeEntry", and here's the base for your reference