How do I add relation, rollup, formula and button columns?
Add a column and pick Relation to link rows of another database, Rollup to sum them up, Formula to work a value out, or Button to change a row in one click.
Click + at the end of the column titles and pick Relation, Rollup, Formula or Button. Set it up in the same menu, then click Create.
Also called: link databases, lookup, linked records, rollup, formula, calculated field, button, relation, cumul, formule, bouton.
Step 1: Link two databases with a Relation
Pick Relation, then the database under Related to. Tick Show on the other database too to see the link from both sides, and name it under Name there. In a cell, click to Link a row, then search and pick one or more.
Click: + › Relation › Related to › Create
Step 2: Sum up linked rows with a Rollup
Pick Rollup, then the Relation to follow, the Property to read on the linked rows, and how to Calculate: Count all, Sum, Average, Min, Max, Percent checked or Show original. Add a relation first if there is none.
Click: + › Rollup › Calculate › Sum
Step 3: Work a value out with a Formula
Pick Formula and type it, like prop("Price") * prop("Qty"). The result on the first row shows as you type. Formulas know math, text, dates and lists, with if, ifs, round, sum, dateAdd, dateBetween, formatDate, contains, join and more. A formula updates by itself when the row changes.
Not sure how to write it? Type what it should show in the Ask AI: describe what it should show… box above the formula, like "Big when the budget is over 1000", and press Enter: AI writes the formula, and its result on the first row shows right away so you can check it.
Click: + › Formula › Create
Step 4: Change a row in one click with a Button
Pick Button. Under When pressed, set, pick a column and the value it gets, and add a link under Then open a link (optional). Each row gets a Run button.
Click: + › Button › Create
If it doesn't work
A linked row shows as "No access": it's in a page you can't open. It stays linked when you change the cell.
"This formula uses itself through another column. Remove that column from it.": two formulas point at each other. Take one out.
"Alori fills this property in. It can't be changed by hand.": formulas and rollups work themselves out; change the columns they read instead.
"This relation also shows in another database that you can't change or that is locked. Ask someone who can edit both.": deleting a relation shown on both sides, or changing its type, changes the other database too. Changing a relation to another type empties its cells.
A formula cell shows an error: check the column names inside
prop("…")match exactly.