Tables & field types — Connect tables with Relation, Lookup, and Rollup (2)

• Rollup — pick the route to the records you want to total, choose an Aggregation (Sum, Count, Average, Min, or Max), and pick the number to aggregate from a dropdown — not needed for Count. A Formula counts as a number here. If each line carries a calculated line total, the order can sum that directly, with no helper field in between — and it doesn't matter what that formula is built from. It can reach through a link ({Order.Rate}) or read the line's own Lookup and Rollup fields; it is evaluated on the line exactly as it is in the line's own cell. The only formula that can't be totalled is one that doesn't currently compile. Both Lookup and Rollup can also filter which records they include: once a route is picked, an Only include records where… section appears — add conditions like Stage is Won or Amount greater than 1000, chosen from the far-end table's real fields with the same operators grid and report filters use. "Sum of Amount across Deals where Stage is Won" becomes one field, no helper views needed — and unlike other tools, the conditions work however many relationships deep the route travels.