Conditional Rollup

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Overview

• Conditional Aggregation: Only perform statistics on data that meets conditions, excluding irrelevant data
• Multi-dimensional Statistics: Support for various calculation methods including sum, count, average, etc.
• Real-time Updates: Automatically recalculate when source data changes to ensure data accuracy

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Procedure

1. Click the + icon on the right side of the field name
2. Select “Conditional Rollup” field type
3. Enter field title (e.g., “Total Sales Amount”)

1. Choose the data table to query from the “Target Table Selection” dropdown menu
2. The system will display the field list of that table for subsequent configuration

1. Select the data field to perform statistical calculations on from the “Rollup Field”
2. Determine data type (number, text, date, etc.)

1. Click “Add Filter Condition”
2. Select the field to filter
3. Select condition type (equals, not equals, contains, greater than, less than, before, after, etc.)
4. Set comparison value:
   • Static value: Directly input specific numerical value
   • Field reference: Select current table field as dynamic value

• Select appropriate calculation method based on data type: original value, unique, unique count, sum, count, average, maximum, minimum, etc.

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Use Cases

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Use Case 1: Team Task Volume Statistics

• Task Table
• Statistics Table

1. Create new conditional rollup field in employee information table, title “In-Progress Tasks”
2. Target table: Task Assignment Table
3. Rollup field: Task ID
4. Filter conditions:
   • Field: Assignee → Condition: Equals → Value: Employee field of current table
   • Field: Task Status → Condition: Equals → Value: “In Progress”
5. Aggregate function: Count All

1. Create another conditional rollup field, title “Completed Tasks”
2. Target table: Task Assignment Table
3. Rollup field: Task ID
4. Filter conditions:
   • Field: Assignee → Condition: Equals → Value: Employee field of current table
   • Field: Task Status → Condition: Equals → Value: “Completed”
5. Aggregate function: Count All

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Use Case 2: Find Duplicate Values

• Customer Table (contains customer name, contact phone fields)

1. Create new conditional rollup field in customer table, title “Customer Name Duplicate Count”
2. Target table: Customer Table (this table)
3. Rollup field: Customer Name
4. Filter conditions:
   • Field: Customer Name → Condition: Equals → Value: Customer Name field of current table
5. Aggregate function: Count All
6. Create new formula field, title “Duplicate Flag”
7. Formula: IF(Customer Name Duplicate Count > 1, "❗️ Duplicate", BLANK())

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FAQ