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How can I roll up records by month & type, and show aggregated titles in "cells"?

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R_Felciano_QIAG
6 - Interface Innovator
6 - Interface Innovator

We have entered a large number of 2018 marketing activities into our new AirTable account. These include the title of the activity, type of activity (e.g. website updates, emailings, conference presentations, etc) and date the activities are intended to take place.

I would like to generate a roll up of these that shows the full year of activities as follows:

  • 12 months as columns (Jan, Feb, Mar, etc)
  • Activity type as rows (Site Updates, Emailings, Presentations, etc)
  • Each “cell” contains a list of the activities in of that type in that month, for example as a comma-delimited aggregate of the activity titles.

This is sort of like a pivot table, but the aggregation shows the actual content (titles) rather than a numeric aggregation (sum or count). We used to do this in Excel, by hand, so I suppose that is technically still an option, but I’m wondering if AirTable can automate this.

Thanks,

Ramon

10 Replies 10

Good to hear. You can get rid of the comma’s by useing ARRAYCOMPACT(values) instead of ARRAYJOIN(values). That should work fine.