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Jun 18, 2019 02:55 PM
Alrighty — hopefully I can explain this correctly –
So I have a table with all my Load information – the Master Table. I have a side table that has my Sales Reps info —contact, ppw, etc. What I would like to do is pull info from the Master Table - Load Information to my Sales Rep table. if the Sales Rep is Adam in the Master Table, then I want to take the corresponding Revenue Margin in the same row to pulled to the Sales Reps table and then ultimately added together so we can get a grand total of revenue this sales rep brought in.
Thanks guys!
Jun 18, 2019 10:24 PM
What you want to do is configure a linked record field from the [SalesReps]
table to the [Master]
table. (I assume each record in [Master]
logs a discrete sale for a single sales rep.) Instead of using a single select or text field to specify sales rep in [Master]
, you’ll select the correct linked record.
After that, in [SalesReps]
you’ll define a rollup field that follows the link back to [Master]
and references the {RevenueMargin}
field using an aggregation function of SUM(values)
. That will take the values from all of the {RevenueMargin}
fields linked to Adam’s record — that is, the ones where {SalesRep} = 'Adam'
— and add them together.
If your data structure isn’t quite as I imagine, let us know; there are ways to get at the data.
P.S. If your current sales rep names in [Master]
are the same as the names in the primary field of [SalesReps]
, you can simply change the field type for {Master::SalesRep}
from single-line text to linked record, and it will automagically create the links you need.