Skip to main content

Dynamic Calculations using Rollup

M

Hello

I am new to Airtable and I am trying to create dynamic calculations in a record in my calculations table that is updated every time when a new record is created through a form for another table called Non-Title I School Tours - Virtual. I used Rollup in the calculations table to sum multiple records in a field in the Non-Title I School Tours - Virtual table. The problem I am running into is that it is not summing up multiple records it is only showing the first record and none of the records after it. Any feedback would be helpful.

    4 replies

    Saravanan_009
    Forum|alt.badge.img+5

    It sounds like you're facing an issue with the Rollup field not summing multiple records as expected in your calculations table. Here are a few things to check that might help resolve the issue:

    Check the Link Between Tables: Make sure that the records in the "Non-Title I School Tours - Virtual" table are correctly linked to the corresponding records in the calculations table. The Rollup field relies on these links to sum values from multiple records.

    Aggregation Formula: In your Rollup field, ensure that the aggregation formula is set to SUM(values). This should sum all the linked records' values instead of just showing the first one.

    Record Linking: Double-check that all relevant records in the "Non-Title I School Tours - Virtual" table are linked to the correct record in the calculations table. If they aren’t linked, the Rollup field won’t be able to access their values.

    Field Type: Ensure that the field you’re trying to sum is a number field in the "Non-Title I School Tours - Virtual" table. If it’s not a number field, Airtable might not be able to sum it.

    If everything is set up correctly and you’re still experiencing issues, it could be helpful to review the structure of your tables and the relationships between them. Let me know if you need further guidance!

    TheTimeSavingCo
    Forum|alt.badge.img+18

    I would recommend creating an automation when that form is submitted and linking that new form submission to the appropriate record in "Non-Title 1 Calculations - School Programs".  Seems like your new form submissions aren't being connected and so their data won't rollup like you want

    Adam, Consultant @ The Time Saving Co
    M
    • mandyharlan
    • Author
    • New Participant
    • 1 reply
    • August 15, 2024
    TheTimeSavingCo wrote:

    I would recommend creating an automation when that form is submitted and linking that new form submission to the appropriate record in "Non-Title 1 Calculations - School Programs".  Seems like your new form submissions aren't being connected and so their data won't rollup like you want


    Hello

    I tried setting up an automation and selected when a form is submitted trigger and that works. As for the action step I choose update record. Unfortunately the field I want to update in the record is a roll-up field that is computed which means I cannot select this field using the update record action. I am wondering how to address this. 

    1 Attachments
    TheTimeSavingCo
    Forum|alt.badge.img+18
    mandyharlan wrote:

    Hello

    I tried setting up an automation and selected when a form is submitted trigger and that works. As for the action step I choose update record. Unfortunately the field I want to update in the record is a roll-up field that is computed which means I cannot select this field using the update record action. I am wondering how to address this. 


    Hmm, you shouldn't need to update the rollup field I think?  You'd want to link the new form submission to the correct record in "Non-Title 1 Calculations", and the rollup field should update automatically with that new data

    Adam, Consultant @ The Time Saving Co

    Reply


    Most helpful members this week

    Terms & Conditions