Organizing data in Airtable is a huge step in streamlining the processes within your business, but unfortunately the work doesn’t stop there. The true power of a database is unlocked when you begin to summarize and analyze your data. It is for this reason that the “Rollup Field” is perhaps one of the most critical field types available in Airtable.
Without summarization of data, your data is collecting dust!
The Rollup Field presents a quick way for you to summarize data between linked tables. For example, let’s suppose you have two tables: (1) clients and (2) invoices. Each client would be connected to one or more invoices, right? That’s perfectly correct in terms of database architecture, but it leaves you without much of an understanding in terms of revenue by client. That is, if you wanted to know what your total revenue is per client, you’d need to manually add up all of the invoices attached to each client.
This is precisely where the Rollup Field comes into play. With the push of a few buttons, you can set up a field in your database that automatically calculates this for you. Even better is the fact that the Rollup Field offers many types of aggregation, meaning you can perform numerous types of quick analysis on your data.
The Rollup Field type is very versatile and offers numerous other ways to summarize linked records. However, in the interest of time I’ve unpacked the most common three examples in this week’s video, namely:
Aside from these, what ways have you used the Rollup Field to glean critical insights from your data?