{{ transformations:RollUPAction.png}}
======ROLL UP======
Category: Transform / Advanced \\

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=====Description=====
This action adds amounts up through each level of a hierarchy structure.\\

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=====Use cases=====
Generate total (summed) values for each level of a hierarchy (i.e., accounting/chart of accounts, employee hierarchy structure, etc.)

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=====Action settings=====
^Setting^Description^
|Primary key|Select the column containing the unique key values.|
|Parent key|Select the column containing the parent keys.|
|Amounts|Select the column containing the values to be summed.|
|Result|Choose whether the rolled-up values will appear in the column selected in "Amounts" or in a new column (and provide\\ a column name). |

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=====Remarks=====
All keys in the selected //Primary key// column must be unique.

Be sure the parent-child relationship between the primary keys and parent keys does not create a recursive relationship (e.g. Key01's parent is Key10, and Key10's parent is Key01).  This will result in an error.


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=====Examples=====

====Example #1====
>Total the number of awards won, per team, based on the students' award count.

===Before (source table)===
^Student ^Team ^Awards ^
|Barry  |Blue  |  7|
|Tina  |Gold  |  12|
|Sonja  |Gold  |  8|
|Derrick  |Blue  |  11|
|Blue  |  |  |
|Gold  |  |  |

===After (result table)===
^Student ^Team ^Awards ^
|Barry  |Blue  |  7|
|Tina  |Gold  |  12|
|Sonja  |Gold  |  8|
|Derrick  |Blue  |  11|
|**Blue**  |  |  **18**|
|**Gold**  |  |  **20**|

===Action parameters===
>  Primary key:  Student
>  Parent key:  Team
>  Amounts:  Awards
>  Result:  Update column with results

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====Example #2====
>Generate cumulative totals for each level of the chart of accounts shown below.\\

===Before (source table)===
^Description  ^Account Type  ^Amount  ^
|Cash  |Asset  |  50000|
|Accounts Receivable  |Asset  |  10000|
|Inventory  |Asset  |  |
|Blue Widgets  |Inventory  |  40000|
|Yellow Widgets  |Inventory  |  20000|
|Cost of Goods Sold  |Expense  |  45000|
|Utilities Expense  |Expense  |  10000|
|Advertising  |Expense  |  |
|Print Media  |Advertising  |  4000|
|Online/Digital Media  |Advertising  |  8000|
|Asset  |  |  |
|Expense  |  |  |

===After (result table)===
^Description  ^Account Type  ^Amount  ^Totals  ^
|Cash  |Asset  |  50000|  **50000**|
|Accounts Receivable  |Asset  |  10000|  **10000**|
|Inventory  |Asset  |  |  **60000**|
|Blue Widgets  |Inventory  |  40000|  **40000**|
|Yellow Widgets  |Inventory  |  20000|  **20000**|
|Cost of Goods Sold  |Expense  |  45000|  **45000**|
|Utilities Expense  |Expense  |  10000|  **10000**|
|Advertising  |Expense  |  |  **12000**|
|Print Media  |Advertising  |  4000|  **4000**|
|Online/Digital Media  |Advertising  |  8000|  **8000**|
|Asset  |  |  |  **120000**|
|Expense  |  |  |  **67000**|

===Action parameters===
>  Primary key:  Description
>  Parent key:  Account Type
>  Amounts:  Amount
>  Result:  Create new column (Totals)

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=====See also=====
  * [[transformations:aggregate|Aggregate]]
  * [[transformations:hierarchypath|Hierarchy path]]