Quick summary
Coda rollups let you aggregate data from a source table into a target table using linked relations and formula columns. This step-by-step walkthrough shows exactly how to connect two tables and pull summarized values automatically.
Steps
- Create a source table to store all your raw data points.
- Create a target table where your rollup will display summarized data from the source.
- In your target table, click the + icon to add a new column that will connect to your source.
- Select Linked relation and choose your source table to establish the data connection.
- Add another column by clicking the + icon again in your target table to begin the rollup setup.
- Select Formula as your column type to enable the rollup calculation.
- Construct your rollup formula using the linked relation to reference and aggregate data from the source table.
- Your formula column now displays the rollup results automatically.
