Apr 10, 2020 12:31 AM
Hi there. I am a newbie to Airtable but loving it so far. However, I am unfamiliar with using formulas in Airtable. I am testing it out for use as a fundraising database / CRM.
I would like to have a column (field) in the Donations table which sums up all donations to-date for the current year by Donor. I have a Donor table with unique Donor ID identifier which is linked into the Donations table.
So, for example, John Doe donated $100 in January 2020, and then he donated $50 in February.
I want a Total Donations To-Date 2020 field, which in January would automatically populate with $100 and in February after entering the new donation would update to $150.
How can I do that?
TIA for all responses.
Apr 10, 2020 09:36 AM
Formula fields probably aren’t great for this. An alternative to the solution below might be a rollup field - which could be used in a Donor table if Donation records are linked to Donors, but I generally avoid rollup fields.
Grouped Summary Bar Solution
The donations table would ideally have a view like this:
Here’s what the summaries and grouping look like together: