Aug 11, 2020 02:39 PM
Hi,
I have below table which I track all the transactions each per row.
Transaction No | Description | Income Category | Total Amount |
---|---|---|---|
N1 | Apple | Social Media | 100$ |
N2 | Nike | Production | 120$ |
N3 | Mercedes | Content | 310$ |
N4 | Adidas | Production | 170$ |
N5 | Toyota | Content | 210$ |
N6 | Porsche | Social Media | 305$ |
Using the above detailed table, I want to create another table where I summarize the total sum of respecting categories. What I want to do it, I want to sum all values belonging to a specific category in another summary table.
Income Category | Total Amount |
---|---|
Social Media | 405$ |
Production | 290$ |
Content | 520$ |
Tried to use Rollup but no luck. Any idea how I can do this?
Thanks
Solved! Go to Solution.
Aug 12, 2020 08:35 PM
Welcome to the Airtable community!
In order to use a rollup, you need to have linked records.
For your situation, I recommend a new table for [Income Categories] with one row per income category. Then convert the {Income Category} field to a linked record field that links to the new [Income Categories] table. Finally create the rollup in the new [Income Categories] table.
Aug 12, 2020 08:35 PM
Welcome to the Airtable community!
In order to use a rollup, you need to have linked records.
For your situation, I recommend a new table for [Income Categories] with one row per income category. Then convert the {Income Category} field to a linked record field that links to the new [Income Categories] table. Finally create the rollup in the new [Income Categories] table.
Aug 13, 2020 04:44 AM
Thank you so much. I was doing the other way from the beginning. Now I solved and understood the logic.