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Re: Interface designer rollup category values

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nicolasmertens
4 - Data Explorer
4 - Data Explorer

Hi Everyone,

I can't seem to figure out how to make a summary of all the expense records within a category. I have a table with  expense names with their respective number values and a single select to categorize the expense.

However when in the interface designer I can't seem to "rollup" "sum(value)" per category to report the high level rather than every list item. 

 

3 Replies 3

Try adding a "Number" element, making it only show specific records and filter to the category, and make it a field summary that sums on your amount field:

Screenshot 2023-04-13 at 1.36.17 PM.png

Screenshot 2023-04-13 at 1.36.37 PM.png

Link to base

Hi @TheTimeSavingCo Is there a way for the roll-up to be displayed in a table alongside the category names, without having to create a "Number" element for every single category? 

For example, just a table that lists every category and the roll-up

Category Name | Total Spend
A | $200
B | $100
C | $300

Hi @Lillian_Lin !  Hmm, in that situation I think I'd create a new table with all that rolled up data and just display that table in the interface instead.  I take it there's a business need that prevents you from doing so?