Rollup field overview

NOTE

We strongly recommend naming your rollup field anything other than "Values." If you title your field "Values," a new rollup field is created that attempts to create a new field to aggregate data named "Values." But if a field named "Values" already exists, the rollup field will use the existing field instead of creating a new one.

1. Visit your Airtable homepage.

2. Create or open your preferred base.

3. Add or edit a field.

4. Search for and select Rollup.

5. Click Rollup.

   1. A configuration window opens, allowing you to set up and customize your rollup field.

6. Click the ⌄ icon under the “Select rollup source” section and choose your preferred source (The table containing the values that you want to roll up.

7. Click the ⌄ icon under the “Articles by category field you want to roll up” and choose your preferred field.

   1. After selecting the preferred field you want to roll up, Airtable populates an aggregation formula in the field below the “Aggregation formula which rolls up the values in each linked record” section. To modify replace or modify that formula, check out the Inserting rollup functions in Airtable rollup fields section.

   2. In addition, you can optionally limit which kinds of records are used in your rollup field. To limit record usage, check out the Limiting record usage in Airtable rollup fields section below.

8. Click Create field.

1. Click the icon to the left of “Only include linked records from the Articles by category table that meet certain conditions.”

2. Click the ⌄ icons and select your preferred filtering options.

3. Click Create field or Save.

NOTE

Only records that meet your selected conditions are used to produce a value in the rollup field. Check out our Conditional counts, lookups, and rollups support article to learn more.

NOTE

After selecting the preferred field you want to roll up, Airtable populates an aggregation formula in the field below the “Aggregation formula which rolls up the values in each linked record” section.

1. Click inside the field below the “Aggregation formula which rolls up the values in each linked record” section and delete the existing formula.

2. Enter your preferred aggregation formula.

3. Click Create field or Save.

By default, any filtering conditions applied in a table's view will not affect a rollup of those records in another table. A rollup field will roll up data from all records in the linked table, regardless of whether or not those records have been filtered in that table's views.

If you want to use a rollup field but have it only aggregate values from certain linked records in each cell, you can use a conditional rollup.

To learn more about formatting, check out our Number-based fields in Airtable support article.