🤔 How to: Can Query & Roll ups In Glide tables, be somehow "Automated"? (w/ vid)

[JamieErvin]

🤔 How to "automate" queries and rollups in data tables?

Hello!

I have a helper table that I am using a query and a rollup for a column.

Each new ticker will require the same information.

2 questions:

1. Is there a way to set it up efficiently to dynamically update (Right now I’ve done just 1 but I have 11 more to go).

2. Manually created or not, how do I display the result in the rollup or query column? Using a table?

Thanks!

-Jamie
@Robert_Petitto @Darren_Murphy @ThinhDinh @Jeff_Hager

[Darren_Murphy]

• Create a separate Tickers table, and list all of your unique tickers in a single column, one per row.
• Add a Query column, similar to the ones you have now, except use “This row->Ticker” as one of the filter conditions
• Add a Rollup column, and you are done.
• And because your rollups are all in a single column - instead of multiple columns - it’s easy to display them in any type of collection component.

Now you can keep adding tickers until the cows come home and you’ll be all good. Each time you get a new Ticker, you just need to add a single row to your Tickers table (you could automate that as well, but probably not worth the effort in this case)

[JamieErvin]

Thanks for the feedback. I did add the columns as instructed. (Pic 1)

Question 2:
How do I combine the tickers table with the Data table to create P&L rollup for each ticker? (Pic 2)

Thanks again for your help and insight!

Jamie

[Darren_Murphy]

@JamieErvin

Thanks for the feedback. I did add the columns as instructed. (Pic 1)

Why are they all giving the same result?
That looks off to me - is that what you expected?
If not, show me how you configured each of those two columns.

@JamieErvin

How do I combine the tickers table with the Data table to create P&L rollup for each ticker? (Pic 2)

That shouldn’t be necessary. You should already have the rollup for each ticker in your Tickers table. But as I said, it doesn’t look right.

[JamieErvin]

@Darren_Murphy

Why are they all giving the same result?
That looks off to me - is that what you expected?
If not, show me how you configured each of those two columns.

After I typed the tickers into the tickers table, I went to add a query column (step. 2) but I don’t have a “This row → Ticker” choice.

Bear in mind that we are dealing with two Tables: Data (with the P&L) and the Ticker table you suggested.

Thoughts?

[Darren_Murphy]

A screen shot would have been better. That gif is too small to make anything of.

Anyway, your Query should be targeting the data table, and should have the following filters applied:

• Ticker is This row → Ticker
• P&L is not empty.

Essentially the same as you were trying to do in your helper table, except that instead of manually entering the ticker name in the query, you take it dynamically from each row.

And then you do your rollup through that query. You should get a different result on each row, that corresponds to the ticker value.

[JamieErvin]

@Darren_Murphy

A screen shot would have been better. That gif is to small to make anything of.

My apologies. I’ll keep that in mind, thank you.

@Darren_Murphy

Anyway, your Query should be targeting the data table

I got this error message.

[Darren_Murphy]

It’s not an error, it’s a warning. It will go away when you add the second filter.

[JamieErvin]

Got it. Update made.

One more question:

Right now I have the data table being updated with the Action.

How do I set up the action so that the Ticker entered in the Data table can be copied to the Tickers row in the tickers table?

Darren, thanks a million! You’ve been a tremendous help!

Jamie

[ThinhDinh]

@JamieErvin

How do I set up the action so that the Ticker entered in the Data table can be copied to the Tickers row in the tickers table?

Add an on-submit action to your form that submits to the Data table, and add a row to the Tickers table.

[Collin_Stedham]

But would that change the new row?

[ThinhDinh]

I don’t understand what you mean.