Rollup fields
A Rollup field summarizes records from another table that link to this record, for example:
- Customers → Total Sales = SUM of Total on all of the customer’s Orders
- Projects → Open Tasks = COUNT of Tasks where Status is not Done
- Invoices → Amount Paid = SUM of linked Payments
Before you begin
The other table must link to this table with a Reference field. If no table references it yet, the Rollup setup shows the message: “No tables reference ‘this table’ yet. Add a reference column in another table that points to ‘this table’ to enable rollups.”
Create a Rollup field
- Open the parent table (for example Customers) and click + Column → Rollup.
- Enter the Property name (for example
Total Sales). - Under Rollup settings:
| Setting | Description |
|---|---|
| Source Table | The child table that links here, for example Orders |
| Target Column | The column to summarize, for example Total |
| Aggregate Function | See the table below |
| Filter criteria → Include records where → + Add rule | Only summarize matching records (like SUMIFS), for example to leave out Cancelled orders |
- Set the number formatting (Is Currency, Integer/Decimal, Separator, Abbreviation).
- Click Save.
Aggregate functions
| Function | Result |
|---|---|
| SUM | Total of all values |
| AVG | Average of all values |
| MIN | Smallest value / earliest date |
| MAX | Largest value / latest date |
| COUNT | Number of linked records |
| COUNTA | Count of non-empty values |
| MEDIAN | Middle value |
| MODE | Most frequent value |
How filter rules work
Filter criteria work like SUMIFS: only records that match every rule are included. A rule can compare against:
- a fixed value,
- a field of this record, using the (x) button, or
- a formula, using the ƒx button.
If the field a rule compares against is empty, the rule matches nothing.