How do you Group by in roll up

I have a roll up which gives all the values after I use if-else-then. It gives count of all the entries having status “A”

suppose there are 8 entries with Status “A” I am getting the roll up count as 8.

But I need them grouped based on column name B. how can I achieve it?


Thank you in Advance

Use a Query column with the following filters:

  • Status is A
  • B is This row->B

Then use the query as the source of a rollup.

PS. It’s not necessary to tag me (or anybody). If I am around and I have something to say, I will say it. Otherwise somebody else will respond.

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Thank you Darren. DO you mean B - this Column → B?

because my Column B can have many rows and they will only keep getting added. So I would need grouping

That’s fine. Just configure it as I said.
Each unique value of column B should get the same result in each row.

Is this Right? Where Filter By —> where status Is “Initial” and Column “Opportunity Name” is “Opportunity Name”?

“Quote Type” is my Status column and “Opportunity name” is the column by which I want grouping to be done.

PS: There can be multiple entries in the table with same Opportunity name.

Would this be handled as well?

Your second filter is wrong.
It should be This row->Opportunity

Didnt get you. I created a query column called “Find Number” if I select that only option I get in filter are is empty and is not empty.

Not getting option to select Row

Tried that and what I observe is that query column is not giving the grouped output.

I also did roll up on query column created its giving random value every column.


Can you show me a screen shot of the table that shows the Quote Type, Opportunity name, query and rollup columns please?

Here is the screenshot

That doesn’t look right. The query should only be returning rows where the quote type is Negotiated.

Have you changed the configuration of the query column? Please show me.

This is the query column

Something isn’t right there, but I can’t put my finger on it.

@Jeff_Hager can you see what I’m missing here?

Wouldn’t the Quote type also need to compare to This Item Quote Type so the quote type matches between the row and the other rows being queried?

It’s confusing because I think we’re trying to use the query as both an IF column and a Query column at the same time. I’m not sure…either the first condition needs to be replaced or a third condition added I think.

Hey Jeff, didnt get you. Could you elaborate a little?

Sorry Newbie here,!

Am I understanding correctly that you want to group items by Quote Type AND Opportunity Name? If so, I would think that you need a similar condition in your query for Quote Type like you did for Opportunity Name where you use ‘This Row’

The way you have it set up now, it’s only matching rows that have the same Opportunity Name, and then filtering those rows within that opportunity to those with a negotiated quote type.

Nothing in your query is checking if the current row is negotiated… It’s only checking if the queried rows are negotiated within the same opportunity name.

Let’s run the scenario through your head and take the Kevin Negotiated row that you are showing in your screenshot. Based purely on Opportunity Name, how many rows in your table have the same Opportunity Name? How many of those are Negotiated?

Let’s look at another one, such as the Prya Initial row. How many rows have the same Opportunity Name? How many of them are Negotiated? Even those the Prya row has a quote type of Initial, you still have your query currently set up to only look for rows with Negotiated.

This is what I understood the goal to be…

I just did a quick test, and the Query setup that I described does give the correct result (based on what I understood the goal was), but I still can’t explain why it wasn’t working for @Dilip_Adiga :man_shrugging:

Yeah, I’m a little confused on the goal. I’m understanding it as the goal is to find matching row with the same Quote Type AND same Opportunity Name, but only the Negotiated rows are important. Maybe I need a re-explanation of the goal with an example of what’s expected now that we’ve seen what the data looks like.

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