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Hi,

One table has the entire list of our shows with an ad budget attached to each. Another table has an entire list of each ad placed, but our ads include multiple shows in each one so there’s already a linked record there, then a formula to calculate total ad spend versus how many shows are in that one ad so that we know how much is spent on each show per ad.

Is there a way to use a rollup field or formula field to add up our ad spend per show and attach it to our show list in the first table? I need it to calculate correctly for each show, not just spit out the total amount. 

 

Hi ​@hhopkins,

 

Sounds like you’re almost there. If you go to your shows table, you should see the ads linked record backlink field, you can use this linked record field to create a roll up field that will add the cost per show field you have on your ads table. That should give you the total ad cost spent for each show. Let me know if that makes sense, otherwise I can show you an example with screenshots.

 

 

Hm does this look right?  I’ve set it up here for you to play with

If not, could you provide some screenshots of your data please?

Hey guys, I think I managed a work around by creating a lookup field in my first table, then a formula to add up the items in the lookup field. Below is a test version of it - the lookup field gathers how much each ad that that show is attached to cost. So far it’s working, so we’ll see what happens!

 

Hey ​@hhopkins,

That is an interesting workaround to come up with the SUM which I never saw before lol. Works great, but I believe that what you are looking for (fully native, without the need of a crazy formula) is a simple rollup. In this article on how to setup a Rollup  field to get a Sum() you’ll se the very exact step by step that you should follow. 

Hope this helps!
Feel free to grab a slot using this link if you need any help in the near future.

Mike, Consultant @ Automatic Nation

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