Roll-Up Summary Fields

A roll-up summary field is a calculated field on a master record that aggregates data from its related detail records. The types of calculations typically supported include sums, averages, minimums, and maximums, among others. These fields automatically update as the detail records change, ensuring that the summary data is always current.

Key Components

  1. Master Record: The main record that displays the roll-up summary field.
  2. Detail Records: The related records whose values are aggregated to populate the roll-up summary field.
  3. Calculation Type: The specific type of aggregation performed, such as sum, average, min, or max.
  4. Field Criteria: Conditions that detail records must meet to be included in the roll-up calculation.

Functionality

  1. Automatic Updates: Roll-up summary fields are dynamically updated whenever the related detail records change, ensuring accurate and up-to-date summary data.
  2. Aggregation Types:
    1. Sum: Adds up the values of a specified field from the detail records.
    2. Average: Calculates the average value of a specified field from the detail records.
    3. Min/Max: Finds the minimum or maximum value of a specified field from the detail records.
    4. AND/OR: Includes either one condition or multiple conditions.
  3. Conditional Criteria: Roll-up summary fields can be configured to only include detail records that meet certain conditions, allowing for more tailored and relevant summaries.

Use Cases

  1. Sales Performance: Summarize total sales amounts from individual sales transactions to provide an overall sales figure on the master sales record.
  2. Inventory Management: Calculate the total quantity of items in stock by aggregating quantities from individual inventory records.
  3. Customer Accounts: Display the total balance due by summing up outstanding invoices related to a customer account.
  4. Project Management: Aggregate total hours worked from individual time logs to display on a master project record.

Benefits

Roll-up summary fields provide improved data visibility by offering a clear and concise view of aggregated data directly on the master record, enhancing comprehensive reporting and analysis of key metrics. They boost operational efficiency by automating calculations and updates, thus saving time and reducing errors. These fields also ensure real-time insights, enabling timely and informed decision-making.

Navigating the Rollups Page

When you launch the rollups page on the UI, all the existing rollups are listed on this page along with their details. There are various functionalities available for you to manage the rollups.

Managing Views

You can manage column width, control which columns are displayed in the grid, freeze/pin a column range, or rearrange the column order. You can also filter the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic. For more information, see Managing the View Settings and Filtering the Records.

Actions available on this page

  • Click Create New to create a new rollup.
  • Click the ellipsis icon  next to the rollup name to delete an existing rollup.
  • Click the rollup name link to open the rollup Details page.
  • Export the selected rollups. For more information, see Exporting Records.


This section provides information on configuring option groups.

Refer to the following topics for more information.