How to Copy & Paste "Sum" Values

[Francis_Carbone]

I want to copy “Sum” values of grouped fields within a table, and a field’s “sum” value agnostic of groupings. The information exists, I can see it, but there doesn’t seem to be a way to copy the data for pasting into other fields and/or external applications. Currently, I have to visually reference and manually type the sum value to use the data. This is arduous and prone to errors.

I feel like I must be missing something obvious…Does anyone know how to perform this basic function?

Thanks in advance!

[ScottWorld]

Welcome to the community, @Francis_Carbone!

Unfortunately, Airtable has given us no programmatic access to those values in the summary bar.

You can only create summaries of values through rollup fields, which are fields that summarize the values from linked records.

So, your only native option here is to create records in A NEW TABLE that represent your "groups" that you want to summarize, and then link each "group" to all the associated records in your ORIGINAL TABLE that you want to summarize.

The best way to automate this would be to turn your "group" field in your ORIGINAL TABLE into a "linked record field", and then those groups will already be ready to go for you in the NEW TABLE. You would just need to add the rollup field for the summary.

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

[Jordan-van-Berg]

@ScottWorld you explain: There are some ways to automate this to make it easier, such as automating the linking from the first table (instead of the 2nd table).

Do you have an example/link somewhere that explains how to automate linking from the first table? 

[ScottWorld]

I've updated my original post above with the best way for handling this.

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

[Jordan-van-Berg]

I was able to get it fixed using this offered solution:

This is how I'd do it:

1. Create a rollup in the table that this is linked to, and find the max year.
2. Return to this table and add a lookup for the rollup that you just added.
3. Add a formula field that checks whether the year field is equal to the lookup field. This should output 1 or 0 (true or false), where only the latest year will be true.
4. Create a filtered view where that formula field equals 1.

[ScottWorld]

Yes, that’s my solution for a VERY SPECIFIC type of summary — as I explain in many of my posts on this topic, and in this Airtable podcast episode.

https://youtu.be/T9RWQndgKoQ?list=PLqssva4liHRwHhQIpTXekG8WObEoyC2F1

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld