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

  • Profile Image
    Darren 
    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?
  • Profile Image
    Basil_A
    Answered on October 27, 2020 at 11:30 AM

    Hi,

    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.

    1603812420_5f983c443d168_chrome_o5e6dN4W

    1603812409_5f983c39ace31_chrome_O4Psp1Bm

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

    1603812436_5f983c5437c28_chrome_o9caSGEW

    1603812451_5f983c63839d8_chrome_CwEQWedL

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

    https://www.jotform.com/answers/2658923

    Please let us know if you have any further questions.