Rollup field overview
  • 07 Dec 2023
  • 3 Minutes to read
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Rollup field overview

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    Light
  • PDF

Article summary

A rollup field performs calculations, creates aggregates, and builds formulas on specific cells from records that are linked to another field in your table.

Introduction

Plan availability

All plan types

Platform(s)

Web/Browser, Mac app, and Windows app

Try it in Airtable

Add a rollup field 

Related reading

Adding rollup fields in Airtable 

NOTE

To use rollup fields, your base must have a linked record field linked to another table in your base.

Airtable's rollup field data output depends on the formula's input and output.

Adding rollup fields

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.

  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.

Limiting record usage in Airtable rollup fields

Limiting records usage

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

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

  2. 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.

Inserting rollup functions in Airtable rollup fields

Inserting rollup functions

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.

  1. Enter your preferred aggregation formula.

  2. Click Create field or Save.

Rollup field functions reference

Use the following functions to aggregate rollup values:

Name

Description

AND

Returns true if all the values are true

ARRAYCOMPACT

Removes empty strings and null values from the array. Keeps "false" and strings that contain one or more blank characters.

ARRAYJOIN

Join all the values into a single comma-separated string.

ARRAYUNIQUE

Return only unique items.

AVERAGE

Mean average of the values.

CONCATENATE

Joins together the text values into a single text value.

COUNT

Count only non-empty numeric values. If you want to count all records, use COUNTALL.

COUNTA

Count the number of non-empty values. This function counts both numeric and text values.

COUNTALL

Count the number of linked records. Choosing any column of the linked table will produce the same result. This function counts all values including blank records.

MAX

Returns the largest of the given numbers.

MIN

Returns the smallest of the given numbers.

OR

Returns true if any one of the values is true.

SUM

Sum together the values.

XOR

Returns true if and only if odd number of values are true.

FAQs

Does filtering affect rollup fields?

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.

How do I format a rollup field's output?

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

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