Seeking some assistance on how to use the rollup function.
I have two tables, one where all the actual data exist ie number of opportunities, one line per opportunity. Can be multiple in a single day. We have a status column to indicate what stage the opportunity is at and in this case i want to rollup status “funded” for a date range…for example month to date.
I have setup a table that has my forecast and for each day what the running MTD target is. What i wish to do is measure for each day the difference between Actual funded for the MTD figure against the forecast for corresponding period.
Example setup is attached but is showing zero so not working.
Hey Sam, hmm, given that Table 1 (the consolidated data table) has it’s primary key as the date, we can just use an automation to paste the Date value from Table 2 (the raw data table) into the linked field
I’ve got a vague idea of what you’re trying to do, but could you share a bunch of example data as well as the expected output please? That way I can be sure whatever I give you is exactly what you’re looking for
See attached screen, i need it it to calculate a running MTD figure…once i have that i can then create a formula to work out the variance as we travel through the month.
Column D is what i need to solve which is a running tally of column C.
Hi Sam, thanks for the example. I’m assuming that “month to date” is reset every month. I’ve updated the base linked previously with a solution that should work for your purposes of getting the data in column D, and is powered by the automation “Create links every day”
How it works:
At 12 am every day, it will run and do the following:
Look in the Consolidated table for the record which has the value Yes in the field Is Today? to find the record we need to update
Look in the Raw Data table for records which have the value Yes in the field This Month? to identify records with dates for the current month
Paste the record IDs from Step 2 into a linked field of the record from Step 1. Note that this is a different linked field from the one we created previously.
This will enable us to do a rollup that gets the total for the month that’s correct to that day.