Calculations & summaries

Add totals, counts, percentages, and group-level summaries that stay in sync with the records in a view.
3 min read · Reviewed

Add calculations to a table or grouped view to answer common questions without exporting the records.

Understand calculation scope

A calculation summarizes the records currently included in its part of the view:

  • A table footer summarizes the records in that table.
  • A footer inside a group summarizes only that group's records.
  • A group-header summary uses the same calculation across each visible group.

Filters and view search change the records being summarized, so the results update with the view.

Add a calculation to a table

To add the first calculation for a field:

  1. Open the field's column menu.
  2. Select Calculate.
  3. Open a calculation family.
  4. Choose the calculation.

Bidlo adds a calculation row to the bottom of the table and shows the result in that field's column.

After the calculation row appears, hover over another field's footer and select Calculate to add a second result. Select an existing calculation in the footer to change it, or choose None to remove it.

The Current Project Value column menu has Calculate and More options expanded to show Sum, Average, Median, Min, Max, and Range.
The Current Project Value column menu has Calculate and More options expanded to show Sum, Average, Median, Min, Max, and Range.

Choose a calculation

Table footer options depend on the field:

FamilyCalculationWhat it shows
CountCount allAll records in scope
CountCount valuesRecords with a value in the field
CountCount uniqueDistinct values in the field
CountCount emptyRecords without a value
CountCount not emptyRecords with a value
PercentPercent emptyShare of records without a value
PercentPercent not emptyShare of records with a value
More optionsSumTotal of a number field
More optionsAverageMean of a number field
More optionsMedianMiddle number after sorting the values
More optionsMinSmallest number
More optionsMaxLargest number
More optionsRangeDifference between the largest and smallest number

Count and Percent work on supported fields. More options appears for number and material fields, including formulas whose output is a number.

Bidlo formats numeric results to match the field where possible, including number separators, percentages, and currency.

Change the summary shown in group headers

A grouped view shows the record count beside each group by default. You can replace it with another calculation:

  1. Select the number beside any group heading.
  2. Open Count, Percent, More options, or Date.
  3. Choose a calculation.
  4. Choose the field to summarize.

The same calculation appears for every group, using only the records in that group.

Group-header summaries include the table calculation families plus:

  • Earliest date
  • Latest date
  • Date range

Date range shows the span in days. Open a group's actions menu and select Hide aggregation to hide the summary from the group headers. Select `Show aggregation` to restore it.

FAQs

Which records does a calculation include?

It summarizes records in its current view context. A group footer uses only that group’s records, and filters can reduce the included set.

Does a blank formula result mean zero?

Not always. A value can remain blank while a formula result is still being prepared, so wait for it to finish before treating it as an exact zero.