Rollup only including first value and omitting the rest

It sounds like the rollup is only pulling one amount because your link between the two tables is not set up to allow multiple records. That means Airtable sees just one row instead of all the rows with the same proposal number.

To fix this, make sure:

• The link field in your first table connects all matching rows to the second table.

• Then your rollup will be able to see all the amounts and sum them correctly.

If it still feels tricky, I’d be happy to take a quick look or guide you through it step-by-step!

👉 Feel free to reach out!

Thanks for your quick reply.

To connect all matching rows, does that mean that the link column in the table where the rollup is should have “Allow linking to multiple records” activated (it is activated), or do I have to do something else to connect to all matching rows?

Thanks again!

Hey ​@AlexF!

Would you mind sharing a screenshot of your setup?
The answer above seems about right. However, we would need further information on how you are currently linking your “amounts” records to each proposal. Is this currently done manually? Is it done automatically via a form?

Mike, Consultant @ Automatic Nation 

It is done manually. Ideally it would be great to set up an automation whereby when a new proposal is created, the amounts are automatically rolled up in the linked table, but that is for later!!

This table is where the proposals are populated with amounts (proposal numbers are generated in another table linked to this one).

This is the table with the rollup. It is showing 4000 in the rollup but should be taking into account the 3 entries for this proposal number.

Thanks!

Hmm, if the two tables are linked via the proposal ID then it should work just fine and I’ve set it up here for you to check out

Is your second screenshot from the table ‘Presupuestos’?  If not, could you try creating a rollup field there to see whether that shows what you want?

Hi,

The first table is called Ppto. Entradas and the second one is Presupuestos totales.

In Ppto. Entradas, you can chose a proposal number (generated in another table and linked to Ppto. Entradas) and add in values.

Presupuestos totales is linked to Ppto. Entradas and the rollup is in Presupuestos totales. What I am trying to do is sum all the values by proposal number.

I tried doing the rollup (same thing- sum all values by proposal number) in the table where the proposal numbers are generated and the rollup works fine there. I can always do the calculations in this table and remove the Presupuestos totales.

Hmm, roger that.  Any chance you could provide a read-only link to a base where you’ve deleted all of your live data and created some example data? 

I don’t have a problem sharing the read only link...but how do I do that? I am new to airtable 😬

Here:

Do make sure you’re doing this on a duplicated base with no live data on it though

Hi
There is something unclear with your config.
The link should display the name of a linked record. So, in your case where does a value coming from?(red mark). It should display the value from ‘Name’ which is empty in your case (btw linking unnamed records is not a good idea).
Second, how much links you have in a cell marked green? It should contain links to all the records you want to participate in rollup.