Rollup Field
A rollup field type helps in obtaining the aggregate value of several pieces of data that are relevant to a specific record. It performs quick calculations and computes formulas through data linked across tables.
Note: To use rollup field, the tables need to be linked using the Link field type.
How & When to use a Rollup Field?
If you're working on Table 2 and need to see the total sales value achieved by each sales rep, all you have to do is enable the rollup field type in Table 2. The rollup field type will collect all the closure values by each rep in each account and it will display the sum of closure values by each rep in the relevant records.
Step 1: Choose where you want to add a new field. This field will display the data pulled from other tables. Add a new field and choose Rollup from the list of available field types.
Step 2: In case you have multiple linked fields, you also have to choose the linked field from which you want to perform the calculation.
Step 3: Choose the field to perform the rollup
In this example, the chosen linked field is referring to Tables 1 - Leads-July and the field to rollup is Closure Value.
Step 4: Now, choose from the available formula suggestions to roll up data from the linked records. The options for formula vary according to the data type in the chosen field.
In the example, the SUM function is chosen to calculate the total sales closure value by each representative.
Step 5: Click Create
From the reference table illustrated at the beginning of this article, you can see that 5 out of 15 leads have been closed.
Rollup field has retrieved closure values achieved by each rep, calculated the sum of closure value and displayed it in the relevant rep's record. In a nutshell, rollup saves the time and effort that is consumed to switching between tables and manually calculating these values, thus making cross-referencing in fields/tables hassle-free.
Note: A rollup field is read-only. Values displayed in this field cannot be edited.
You can add multiple rollup fields on the same table.
ROLLUP FUNCTIONS OVERVIEW
Formula | Supported Field Types | Description | Example |
CONCATENATE | Attachment Collaborator Created By Link Lookup Multi select Modified By Modified Time Single Select Text URL | Joins values together | CONCATENATE ({value1}, {value2},...) CONCATENATE ("Hello,", " ", "World!") --> Hello, World! |
COUNT | Available for all field types | Counts and displays the total number of non-empty numeric values | COUNT ({value1}, {value2},...) COUNT("2", "2", "3") --> 3 COUNT ("Marketing", "2", "684397927") --> 2 |
COUNTA | Available for all field types | Counts and displays the total number of all non-empty values like text, date, attachments, url, etc.. | COUNTA ({value1}, {value2},...) COUNTA ("Marketing", "2374687938", "23/07/2022") --> 3 COUNTA ("", "47", "Hello, World!") --> 2 |
COUNT BLANK | Available for all field types | Counts and displays the total number of blank values | COUNT BLANK ({value1}, {value2},...) COUNT BLANK ("", "47", "Hello, World!") --> 1 COUNT BLANK ("Hello", "47", "World") --> 0 |
MIN | Autonumber Checkbox Created Time Currency Number Percentage Rating | Returns the smallest value from the numbers | MIN ({value1}, {value2},...) MIN("34", "629", "12") ==> 12 |
MAX | Autonumber Checkbox Created Time Currency Number Percentage Rating | Returns the largest value of the numbers | MAX ({value1}, {value2},...) MAX("34", "629", "12") ==> 629 |
AVERAGE | Autonumber Checkbox Currency Number Percentage Rating | Returns the average value of the numbers | AVERAGE ({value1}, {value2},...) AVERAGE ("34", "629", "12") ==> 221.66 |
AND | Autonumber Checkbox Currency Number Percentage Rating | Returns True if all arguments are true, else returns False | AND ({logical1}, {logical2},...) ==> True (if all values are true) ==> False (if one or more values is/are false) |
OR | Autonumber Checkbox Currency Number Percentage Rating | Returns True if anyone of the arguments is true, else returns False | OR ({logical1}, {logical2},...) ==> True (if any of the values is true) ==> False (if none of the values is true) |
XOR | Autonumber Checkbox Currency Number Percentage Rating | Returns True if one of the arguments is True Returns False if both the arguments are True or both the arguments are False | XOR ({logical1}, {logical2},...) ==>True (if one of the two arguments is True) ==>False (if both the arguments are True or both the arguments are False) |
SUM | Autonumber Checkbox Currency Number Percentage Rating | Returns the sum of the values | SUM ({value1}, {value2},...) SUM ("34", "629", "12") ==> 665 |
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Creating smart relationships
Plan Free & Professional User Permissions Manager and Editor Platform Web, Android, & iOS Smart relationships link different bases allowing for easy data updates and retrieval across tables. Creating a link field To create a link field, you need to ...Changing the primary field
What is the primary field? The primary field is a user-defined field that acts as the unique label or title for each record in a table. It is always pinned as the first column and cannot be hidden, moved, or deleted. Example: In a contacts table, ...AI field types
Zoho Tables understands, interprets, and generates human language with its AI field types. These field types can often make work management easier by doing things like extracting quick information from lengthy text data, interpreting customer ...Importing a table from Zoho CRM
Importing from Zoho CRM lets you bring your existing CRM data directly into Zoho Tables as a new base, so you can pick up right where you left off. When fields are imported, they're automatically matched to the appropriate field types in Zoho Tables, ...Creating fields
Plan Free and Professional User Permissions Manager, Editor Platform Web, Android, & iOS A field is where data of different types is organized, similar to the columns in a grid. There are more than 25 field types to help organize your data. Create a ...