I am using AirTable for my plumbing company workflow. My base is currently set up with a table for Jobs (each record is a single job with info like data requested, job status, plumber, revenue, etc) and a linked table for Plumbers.
I would like to be able to produce summary reports by week & month. For example, I would like to calculate the revenue generated by plumber for each week into a new record. This way I can summarize with a bar chart showing totally weekly revenue over time with a breakdown by plumber.
In Excel, I would do this by creating a new Summary tab. It would have a table with Plumber Name across the columns and Week Of across the rows. I would SumIf with two arguments (date within a range and plumber name). It would have a final column totally revenue across all plumbers for each week. I could use this data to create various graphs.
Great! Didn’t realize that was a feature. Conditional Rollups look like they will solve my problem!
One more question - I just tried to add a rollup in the Plumbers table, but it will only allow me to roll up field within that table. I need to have the answer to the formula in Plumbers, but the formula should be working on data in Jobs. Am I missing something in how I’m setting up the rollup?
Basically rollup “rolls up” the data that is linked in another table to this table. So if you have a job for $100 linked to Plumber X and another job for $50 also linked to him you will see this $150 in his record .