Using Lookup and Rollup Fields in Airtable

Using Lookup and Rollup Fields in Airtable | Conditional Rollups

Рет қаралды 14,510

Күн бұрын

Lookup and Rollup fields allow creators to access information in their database based on linked records. This video shows how Airtable users can create conditional rollup fields and also includes an advanced use case including recent dates. 👇
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Table of Contents: 📖 👇
00:00 - What this video covers
01:15 - Outline the Data Schema
01:43 - Stating the "Problem"
02:12 - What is a Lookup or Rollup Field
02:39 - Total Order Amount Rollup
03:52 - Conditional Total Amount Rollup
05:47 - Accessing the Most Recent Data
11:04 - Adding new orders for testing
12:38 - How to Get More Help!
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Software Resources (may contain affiliate links): 💻 👇
Airtable - airtable.com/invite/r/v0eI3ASY
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Пікірлер: 18

@GarethPronovost Жыл бұрын

Grab my *FREE TRAINING* that teaches the building blocks of automation: www.garethpronovost.com/webinar-registration 👈👈

@juliencibat6337 Жыл бұрын

Thanks for this Gareth! It is sometimes tricky to summarize to my students what are Rollup fields and how they could be really useful, depending on the use case. But now you gave us the perfect tutorial to show them!

@SagesseStoique21 Жыл бұрын

Awesome! That really helped me understand

@JohnStarkC Жыл бұрын

Very nice example of the Lookup and Rollup Fields! I wish this video came out a couple years ago... it really solidifies how to grab information from a different table and filter the information. It highlights how Airtable can be used to track orders. Filtering by date in Airtable can be tricky. I liked how you resolved the max date. If you ever figure out how to filter for a range of dates then I'd be really happy. This would be helpful in filtering and rolling up amounts by calendar month for T12 reports. The ultimate solution is for Airtable to further develop the filters for the date field to allow the use of formulas. There are some creative work around (using this video as an example); however, it can get a bit complicated. My solution at the moment is a field where I tag a record by the period(s) it belongs to.

@gustgalindo Жыл бұрын

great video as always!!!

@GarethPronovost Жыл бұрын

Thanks!

@pedrosuarez2919 Жыл бұрын

Thanks for this great video, it helped me a lot to calculate the most recent purchase price of a product.

@GarethPronovost Жыл бұрын

Glad it helped!

@stevesylvester8994 Жыл бұрын

Really liking your videos as I’m new to Airtable and trying to use it for inventory tracking and purchases for my Amazon business. It would be great to see a video on how to put a database together for that. Database for all products and link for all purchases of those items from different suppliers.

@GarethPronovost Жыл бұрын

Thanks for the idea, I'll add it to the queue!

@micahswerens2472 Жыл бұрын

Do you have anything on using barcodes and the Airtable mobile app on phones for scanning for making an inventory of theater items?

@rustythomaston9392 Жыл бұрын

The data in my tables comes from forms that are submitted. In a form question, someone may be able to choose one or all of A, B, C, D, E, F, and/or G. (These letters represent text.) I want to compare the answers and return what is a "match." Would I use a roll-up field type?

@GarethPronovost Жыл бұрын

How are you comparing the answers - are two form submissions being compared to one another?

@jasonowens4510 7 ай бұрын

Is there a way to count how many values are in a rollup field. For instance if the rollup field returns strings, is there a way to count how many strings are in the rollup field? As always thanks for all your helpful tips.

@GarethPronovost 7 ай бұрын

You can use a count field with the same conditions as your roll-up to get the results 👌

@aha2988 7 ай бұрын

I have a question for my database: In your example, my request would be that I want to assign order 1 twice and order 2 once to a client. How does that work? Once I have assigned order 1 once in the "Orders" field, I cannot select it again. The rollup should then calculate the total in the same way as in your video, but not from three different orders, but twice from order 1 and once from order 2. How can this be implemented in Airtable? Edit: I just saw your video about making a junction table, i guess that would be necessary here then aswell right? It's a pity that you have to do it so laboriously in airtable.

@GarethPronovost 7 ай бұрын

Well, you might need a junction table, but you may also just want to allow linking to multiple records. This is in the settings for the table link.

@aha2988 7 ай бұрын

@@GarethPronovost But i can not assign the same item twice in a record. In this example, i can't assign Order 1 twice in one record.