How to roll up for spend for the entire total sum of all rows within a table?

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    Asked on October 27, 2020 at 09:51 AM

    nice tool.

    1. you have a lot of budget templates - do any of them have an example of roll-up for spend, for the entire month? and then by the entire year? you can add calculations in a new column, row by row, but what about a total sum for a field (e.g., actual cost) of all rows in a single column within that table?
    2. can these tables be shared in read only, like you have in report building, where I could generate a URL for people to review on-demand?
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    Answered on October 27, 2020 at 11:30 AM


    You can connect the tables together and use the roll-up option to transfer the data to the other tab. The Rollup column will automatically calculate the results with each row added and you can select the formula to use when setting up the column.



    After finishing creating a table you should be able to go to your other table to add a roll-up column.



    I have moved your other question to another thread to avoid confusion, you can find it in the link below:

    Please let us know if you have any further questions.