topic Re: How to do a sum of a property in multiple object? in Dashboards & Reporting

How to do a sum of a property in multiple object?

LHebert99 — Tue, 29 Oct 2024 15:08:04 GMT

Hello,

I have created a custom object "Billing History"

Example:

All my object are as custom object = "Billing History"

I have 13 objects, 12 objects where the date is in 2023 and one object in 2024. As the invoicing is monthly, for one year (12 months) I will have 12 objects.

object 1:

Price = 10€

Date = 01/2023

object 2:

Price = 5€

Date = 02/2023

...

object 13:

Price = 15€

Date = 01/2024

I would like to have the sum of all my properties "Price" where the "date" contains 2023. It allows me to have a property "yearly price (2023)".

Re: How to do a sum of a property in multiple object?

karstenkoehler — Tue, 29 Oct 2024 15:13:26 GMT

Hi @LHebert99,

This can be done with a calculation property: https://knowledge.hubspot.com/properties/create-calculation-properties

You would:

Decide which object to display this sum on (e.g. company object)
Create a company property with type 'Roll-up'
Configure that it should reference the associated billing history records
Choose sum as a method
Add a condition for the date

If your date property is an actual date property, unfortunately, roll-up properties don't accept that as a condition. You would first have to convert the date into a dropdown using a billing-history-based workflow (enroll records when date is known, then branches by date, for example: date is between 1/1/2023 and 12/31/2024, then set property value of dropdown to '2023').

Have a look and let me know if you have any follow-up questions!

Re: How to do a sum of a property in multiple object?

LHebert99 — Tue, 29 Oct 2024 15:40:22 GMT

It works, Thank you so much