Sales Reporting - Linking Fields from Tables to 1 Master Table


#1

I have sales by item broken down by month on their own tables, but want to pull data from 2 specific fields from each table into 1 Master Table for Year to Date sales by item. I can’t figure out how to do it.

I’m new to Airtable and have made quite a bit of headway, but linking is tricky and I can’t spend 2 days trying to figure it out on my own.

Any help would be great.


#2

Could you provide the data model / layout of the tables for clarity and what you’re looking at for the layout of the master table?


#3

Hi Jason,

I’m new to the discussion group so they will only let me post 1 screen shot. Hope this helps!

I have a table for each month. Each month has a field for Sales Net $ and Sales Units.

I have a table for YTD. I want the YTD table to calculate the units sold from each monthly tab as well as the $ amount from each monthly tab.

This would be simple in Excel, but I want to keep everything on Airtable.

Any ideas for me?


#4

Enrico,

I figure it’s probably just easier to share the example: https://airtable.com/shrPm4FVTgM5NyRQ0

Honestly, I think the SKU and 2018 - Ideal is the way to go, but I’ve also included the only way I can think of to do what you’re looking for with the 2018 Rollup and monthly table model you currently have.

-Jason