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Re: How to use Rollup on a lookup field

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ocmac
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi (newbie here),

Can you do a rollup on a Lookup field in a different grid?

I have a table of employees.  There is a table of Trips where we look up the employees from the employee table.  Then I have a Departures Table that pulls in the Employee information from the Trips table. Now I would like to do a count(rollup) of the number of departures each employee has.

I am having problems figure out how do this.  Any help would be appreciated.

1 Solution

Accepted Solutions

Hi @ocmac,

To perform a lookup, it's crucial to verify that all three tables are correctly linked (Trips connected to Employees, and Departures connected to Trips). Follow these steps to set up the necessary fields:

  1. Ensure that your tables are connected as follows: Trips linked to Employees and Departures linked to Trips.

  2. In the Trips table, create a Count field to tally the number of departures associated with each trip.

  3. In the Employees table, generate a new column and set it as a rollup field linked to the Trips table (with a sum as aggregation column). In the rollup settings, select the desired field from the Departures table, which should be the Count field you previously established in the Trips table.

This guide should assist you in setting up your data effectively!

Website: https://alessiomonino.com
Calendly: https://alessiomonino.com/contact
Email: alessio.monino@gmail.com

See Solution in Thread

2 Replies 2

Hi @ocmac,

To perform a lookup, it's crucial to verify that all three tables are correctly linked (Trips connected to Employees, and Departures connected to Trips). Follow these steps to set up the necessary fields:

  1. Ensure that your tables are connected as follows: Trips linked to Employees and Departures linked to Trips.

  2. In the Trips table, create a Count field to tally the number of departures associated with each trip.

  3. In the Employees table, generate a new column and set it as a rollup field linked to the Trips table (with a sum as aggregation column). In the rollup settings, select the desired field from the Departures table, which should be the Count field you previously established in the Trips table.

This guide should assist you in setting up your data effectively!

Website: https://alessiomonino.com
Calendly: https://alessiomonino.com/contact
Email: alessio.monino@gmail.com

Thank you very much that worked.