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Application Scenarios for Rollup


I. Scenarios

  • 1: Small amount of data (usually no more than a hundred)

    For example: to summarize orders/purchase orders/inbound/outbound/, reimbursement details, costing, number of leads/contacts in customer worksheets, etc.

  • 2: Data is not frequently modified (usually no more than ten thousand)

    For example: to summarize the number of registrations for an event, the proportion of men and women, the actual number of attendees, etc. Although the number of registrations may be large, there is usually a time interval, and the data does not change again.

II. Not suitable scenarios

There is a lot of data and it will keep increasing over time.

Example 1. Calculate total account income, total expenses and account balance

The number of details under an account increases over time and is usually very large. It is not suitable to use the summary control. You can summarize total revenue and total account expenses separately, and then get the account balance.

Example 2: Calculate inventory of goods

It is not suitable to use the rollup control. You can summarize the total incoming and total outgoing stock separately, and then get the inventory.

Example 3. Rollup the historical high and low prices of products

Sales or purchase records keep increasing over time.

Example 4. Rollup and analyze data based on the configuration sheet

  • Membership level sheet: summarize average age, average spending, etc.
  • Product type/color/unit: summary of product sales and historical average price, etc.
  • Member/department/team: summarize the number of tasks, total sales, days off work, etc.

There are two methods as follows:

  • Select a workflow to operate the balance/inventory field.
  • Select statistical charts to view other statistics, such as historical maximum and minimum values, average values.

Example 1. Balance

Add two amount controls, total income and total expense, and use workflow to accumulate the change amounts after generating the running details.

Then get the balance by formula.

Note: When generating a running balance, only the value is added after audit, and the data cannot be changed.

Example 2. Inventory

Add two numeric controls for inbound and outbound inventory, and use workflow to accumulate the change amount after generating the change details.

Note: When the document has a status, the value is accumulated only after being audited, and the quantity cannot be changed, and the inventory can only be adjusted by adding new details.

Example 3. Historical highest or lowest price

Separately configure the amount of the highest price or lowest price field in history, when there is a new price, you can use the workflow to compare the previous highest or lowest price to determine whether to update the price.

Example 4. Analyze data

Rely on statistical charts to analyze data (historical average prices, etc.) and give feedback to consultants if there are needs that the product does not meet.


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