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Aug 31, 2023 06:09 AM
Hello,
I can't find the issue here that is preventing what i thought would be a very simple table calculation.
I have a table called Deals with many different fields but one of them is a currency field that i want to use a rollup field in another table to calculate the sum of the values in this currency field.
I'm stumped as to what i am missing here but all i get are zero values. I tried to workaround the currency field by making a formula field that just turns the currency values into normal integers but no luck.
I attached a few screenshots for context, hopefully someone can see what i'm missing.
Thanks,
Alec
Solved! Go to Solution.
Aug 31, 2023 06:51 AM - edited Aug 31, 2023 06:55 AM
Yes, and that looks correct! But there are no records in the field. There needs to be records in the Deals Link field within your pipeline stats for the summary to occur. Otherwise, it doesn't know what it's summing.
In the image here, it's only doing the sum on the records that are linked
Aug 31, 2023 07:59 AM
I'd look a little closer. I think you are adding the new deal record to the stat record.
You should try adding the stat record to the new deal record.
Aug 31, 2023 06:21 AM
Aug 31, 2023 06:27 AM
Hi Jake,
I went ahead and scheduled a call for this afternoon - thanks.
Aug 31, 2023 06:40 AM
Hey @Alec ,
In the table that sums your values, there needs to be linked records in the Deals Link field (Linked Record) for the calculation to occur.
See examples here:
Aug 31, 2023 06:49 AM
Hi Zack,
I do have that link set up already:
Aug 31, 2023 06:51 AM - edited Aug 31, 2023 06:55 AM
Yes, and that looks correct! But there are no records in the field. There needs to be records in the Deals Link field within your pipeline stats for the summary to occur. Otherwise, it doesn't know what it's summing.
In the image here, it's only doing the sum on the records that are linked
Aug 31, 2023 07:36 AM
Thank you Zack! that solved it.
My issue now is that i had to manually link all those deals in order to get the stats to calculate properly, but new deals are being added all the time.
I tried to create an automation to link a new deal to that specific record, it overrides all the other linked items instead of just adding the new linked deal.
Can you think of a way around this?
Aug 31, 2023 07:49 AM
You should be able to use an automation and basically do it in reverse.
You can get the record id by using a formula
Aug 31, 2023 07:56 AM
That's exactly what i did, but it overrides all the other linked records with the new one, rather than just adding it
Aug 31, 2023 07:59 AM
I'd look a little closer. I think you are adding the new deal record to the stat record.
You should try adding the stat record to the new deal record.