Numbers that work themselves out.
A formula works out a value from the rest of a record. A rollup counts or adds up the records linked to it. Nobody keeps a spreadsheet beside the system to get them.
Formulas
Days until a visit, a margin as a percent, a yes when a job runs late.
- A result as a number, a percent, an amount, a yes or no, a text or a date.
- 24 functions, for conditions, text, rounding and dates.
- A calculation and nothing more: it reads only its own record, so it cannot reach or change anything else.
Rollups
The visits of a customer, the parts across them, the date of the last one.
- Count, Sum, Lowest, Highest or Average over the records linked to this one.
- Money never totals across currencies.
Both show in the table and on the record, beside the values people type in.
Ask the Agent next
- Add to each company the number of its service visits.
- Which company had the most parts on its visits this month?