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Counting Data based on Parameters

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zhenson
5 - Automation Enthusiast
5 - Automation Enthusiast

I have two tables: "Billing" and "Activities". I'm trying to find a way to combine this data so that I can see $ received from bills while only including "TimeEntry's". In this specific scenario, the amount I would need to see is $530, since the $100 is an ExpenseEntry.

It is way too time consuming to manually count the hundreds of records, so I need a formula or an easier way to compute this. Thank you very much!Screenshot 2024-02-15 102610.pngScreenshot 2024-02-15 102556.png

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TheTimeSavingCo
18 - Pluto
18 - Pluto

You could link them up and use a rollup field like so:

Screenshot 2024-02-15 at 11.58.14 PM.png

Screenshot 2024-02-15 at 11.58.10 PM.png

The rollup field is set to only include records where the "Name" value is "TimeEntry", and here's the base for your reference

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1 Reply 1
TheTimeSavingCo
18 - Pluto
18 - Pluto

You could link them up and use a rollup field like so:

Screenshot 2024-02-15 at 11.58.14 PM.png

Screenshot 2024-02-15 at 11.58.10 PM.png

The rollup field is set to only include records where the "Name" value is "TimeEntry", and here's the base for your reference