Forum Discussion
Rollup Values for Child Records
Hello,
Below is a sample table that I have and I'm trying to find a way to calculate the values for the last 2 columns. Because Location Code 1 is a parent of Location Code 2, and Location Code 2 is a parent of both Location Codes 3 and 4, the rollup value is 215,000 (50,000+150,000+10,000+5,000), and so on for the other Location Codes. What is the formula to achieve that? Any kind of help will be appreciated.
| Location Code | Parent Location Code | SumOfCostOf Replacement | Total Asset Count | Report CostOf Replacement | Report Total Asset Count |
| 1 | NULL | 50,000 | 0 | 215,000 | 29 |
| 2 | 1 | 150,000 | 20 | 165,000 | 29 |
| 3 | 2 | 10,000 | 5 | N/A | N/A |
| 4 | 2 | 5,000 | 4 | N/A | N/A |
Hi Anonymous
Create calculated columns
parentmatch = CALCULATE(MAX([Parent Location Code]),FILTER(ALL(Sheet1),[Parent Location Code]=EARLIER(Sheet1[Location Code])))
allid = IF([parentmatch]=BLANK(),[Parent Location Code],[parentmatch])
parent = CALCULATE(MIN([parentmatch]),FILTER(ALL(Sheet1),[allid]=EARLIER(Sheet1[allid])-1))
category = IF([Parent Location Code]=BLANK(),[parentmatch],[parent])
Column 6 = IF([Parent Location Code]=BLANK(),CALCULATE(SUM(Sheet1[SumOfCostOf Replacement]),ALLEXCEPT(Sheet1,Sheet1[category])),IF([parentmatch]<>BLANK(),CALCULATE(SUM(Sheet1[SumOfCostOf Replacement]),ALLEXCEPT(Sheet1,Sheet1[allid]))))
Column 7 = IF([Parent Location Code]=BLANK(),CALCULATE(SUM(Sheet1[Total Asset Count]),ALLEXCEPT(Sheet1,Sheet1[category])),IF([parentmatch]<>BLANK(),CALCULATE(SUM(Sheet1[Total Asset Count]),ALLEXCEPT(Sheet1,Sheet1[allid]))))
Best Regards
Maggie
2 Replies
Hi Anonymous
Create calculated columns
parentmatch = CALCULATE(MAX([Parent Location Code]),FILTER(ALL(Sheet1),[Parent Location Code]=EARLIER(Sheet1[Location Code])))
allid = IF([parentmatch]=BLANK(),[Parent Location Code],[parentmatch])
parent = CALCULATE(MIN([parentmatch]),FILTER(ALL(Sheet1),[allid]=EARLIER(Sheet1[allid])-1))
category = IF([Parent Location Code]=BLANK(),[parentmatch],[parent])
Column 6 = IF([Parent Location Code]=BLANK(),CALCULATE(SUM(Sheet1[SumOfCostOf Replacement]),ALLEXCEPT(Sheet1,Sheet1[category])),IF([parentmatch]<>BLANK(),CALCULATE(SUM(Sheet1[SumOfCostOf Replacement]),ALLEXCEPT(Sheet1,Sheet1[allid]))))
Column 7 = IF([Parent Location Code]=BLANK(),CALCULATE(SUM(Sheet1[Total Asset Count]),ALLEXCEPT(Sheet1,Sheet1[category])),IF([parentmatch]<>BLANK(),CALCULATE(SUM(Sheet1[Total Asset Count]),ALLEXCEPT(Sheet1,Sheet1[allid]))))
Best Regards
Maggie