Rollup

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Rollups provide a quick and simple way to perform following simple calculations:

  • Sum – calculating the sum of values
  • Count – counting the number
  • Average – calculating the average of the values

Rollups will work for data connected via relationships only, and not for reference fields. 

Rollup Calculations

The Rollup calculations are performed

  1. manually by clicking the Calculate Now button,
  2. every time the specified target field is modified, or
  3. a relationship is created or deleted.

Rollup Form

To create a new Rollup open the UPM·X Features -> Portfolio Features -> Rollups from the Application Menu and click the New button.

A – Create a short description, what the rollup is about.

– Specify the type of calculation (Sum, Count, Average) for the rollup.

– Uncheck this field to deactivate the rollup. 

D – Specify the target table to which the rollup is performed to. 

E – Specify the target field of the target table to which the rollup is performed to.

– This choice list allows you to specify the direction of the relationship by specifying if the target table is the parent, child or both. The latter one will allow the rollup to consider any direction of relationship. 

– You can select a single or multiple data sources from which the data will be rolled up.

– Enter the name of the Source field name e.g. opex_total. Please note, that this field will not be visible when selecting the Count calculation type.

– Leave this field empty to consider any relationship type, or specify here which relationship types should be considered.