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I have a really big complicated thing I want to do, but I am trying to break it down into smaller problems. I think I have many parts that I don’t quite know how to do, but we’ll start with this one.



Big picture:


We currently use a spreadsheet of expenses and that spreadsheet also has columns which calculate how much of each expense is allocated to each of 3 fixed/known people, according to a predefined split with each person’s allocation being in a fixed column for that person.



I want to convert this to Airtable and make the people part table driven with the People table listing the person, and their allocation percentage:





  • Person 1, .5


  • Person 2, .4


  • Person 3, .1




So if there are Expenses:





  • Item 1, 100


  • Item 2, 200


  • Item 3, 300




Then I want to have a table or view that ultimately gives me:





  • Person 1, 300 50 + 100 + 150



  • Person 2, 240 40 + 80 + 120



  • Person 3, 60 10 + 20 + 30





The math is not hard, but I don’t know how to configure a new column in the People table to create this conditional rollup.

Hi @Jenny_Nunemacher - the trick is to assign the expense to all people in your linked table:





(You can copy and paste the values from another row/record for quick linking too)



Then in your people table rollup the total value and apply the percentage formula to this:





JB

Hi @Jenny_Nunemacher - the trick is to assign the expense to all people in your linked table:





(You can copy and paste the values from another row/record for quick linking too)



Then in your people table rollup the total value and apply the percentage formula to this:





JB


Thanks, JB. I’ll try that.

Thanks, JB. I’ll try that.


Is there a way to assign it to all people automatically?

It’s a bit similar & a bit different… but maybe you can customize the following base/template:





I hope it helps! :winking_face:

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