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​ I have followed this to a tee but I am missing something here! 

I have a table called Certified Partner Data (CPD). It is essentially my Main table from the exercise above. I have a field called TRIs in that CPD Table. I need to rollup the sum of that column. 

I have created a Calc table and made it Link to CPD. I see all of records of CPD in one row of Calc. 

I go back to CPD and create a Lookup field going back to the rollup in Calc of the TRIs.

Below is what I see when I when I view CPD. I have it filtered to a single month and you can see the TRIs column = 15 (column total at bottom) yes my Total TRIs is showing 554. That is the total NON FILTERED. The filtering on CPD has no effect on the Calc results. I am SO close but can’t seem to get this part to work. I am filtering on a Single Select “Month”. Why is it not picking up the Filtering from CPD? And as always, thank you!

 

 

 

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Hey ​@Jon_Eynon,

I’m super confused with your example lol. Would you mind providing further detail or screenshots?

I’m also sharing two articles which I wrote on how to work with lookups and how to work with rollups. I believe (and hope) this should help you solve the issue.

I’ll keep an eye out for your follow up.

Mike, Consultant @ Automatic Nation 
YouTube Channel

Yeah unfortunately filters on your main table don’t affect the rolled up data I’m afraid.  To get monthly data like the way you want, you can try either of the following options and I’ve set it them up here for you to check out

  1. Creating one field per month year and using conditional filtering to handle it:
    Resulting in:

     

  2. Creating a table where each record represents a month year value, and you’d populate this via an automation
    1. The idea would be to have a formula field that outputs the Month Year value e.g. Jan 25, and have an automation paste that value into a linked field to that new table.  How it triggers depends on how your data’s created though, for example if it’s from a form submission then you'd use the ‘On form submit’ trigger etc

       

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