Use Cases
Create and Configure
1
Create a link relationship
Before creating a Rollup field, create a Link field.
2
Choose the field type
Click
+ in the table header to add a field and choose Rollup.3
Choose the link field and target field
Choose the link field that provides the data source, then choose the target field to calculate.
4
Choose the rollup function
Choose a function based on the target field type, such as sum, count, average, maximum, or minimum.
Formatting and Display
Rollup results can usually use formatting and interactive display settings:- Formatting: Set decimal precision, currency symbols, or percentages.
- Interactive display: Show number results as bars, rings, or other display styles.
Common Uses
- Bookstore order totals: In an
Orderstable, use theSelected bookslink field to roll up thePricefield from theBookstable. Choose SUM to calculate the order total. - Project task statistics: In a
Projectstable, count linked tasks or calculate task completion rate. - Customer spending totals: In a
Customerstable, roll up related order amounts to see each customer’s total spend.
Supported Rollup Formulas
Notes
- Dynamic updates: Rollup fields calculate in real time. If source data or link relationships change, the rollup result refreshes.
- Data type limits: Some functions only work with specific field types. For example, SUM only works with number fields. If you choose a text field, Teable does not offer sum as an option.
- Performance: Many rollup fields can affect performance, especially when they involve many records. Plan link relationships carefully and review rollup settings from time to time.

