Jun 07, 2019 09:14 AM
I am trying to get a total of one column in a different table to my summary table
So basically I have expenses and income tables and its divided into classes. I want the sum of a specific class to appear in my summary table and do the same thing for the income
Jun 07, 2019 09:47 AM
Hi @JOSH_KINGSTON - you can’t get data into a summary table without either:
The answer to your problem might be in the structure of the base. I think I understand what you’ve got (although may have it wrong). Can you share your base (or an empty copy of it) so that we can comment further?
JB
Jun 08, 2019 01:36 PM
I think you could use a conditional rollup. Add a column to both the income and expense tables, then use a formula like…
IF({Class Name} = "Class Name Here", {Amount}, 0)
Then, add two rollup fields on your summary table (one for income and one for expenses) with the formula:
SUM(values)
Note that this requires all the records you want to sum to be linked to the same record in the summary table.
You can read more about conditional rollups here :slightly_smiling_face:
By default, a filter applied in one table does not affect a rollup in another table. A rollup field will roll up data from all records in the target linked table, regardless of whether or not those...