Tables: Sum Data in a Column

Use this action to save the sum of the numbers in a data table column to a field.

Use case

Using the Tables: Sum Data in a Column action can quickly generate a total of all numbers in a column. For example, an invoicing Workflow can add up the price of all the orders in a given table.

How to configure this action

This action will sum integers and decimals and has some specific behaviors if there are blank values or strings in a column:

  • This action will ignore rows that have a blank value.
  • If a column contains all text, the sum returned will be 0.
  • If the column contains text mixed with numbers, the action will ignore rows with text and average the numerical values.

Fields for this action

  • Data table ID

    • Select a table from a list of all tables available on your team. The list only includes tables you have permission to view.
      • You can also reference a table stored in a field. Change the left hand drop-down to Use table via field then select from any field that is part of the process. Learn more.
      • If necessary, you can enter the Table ID directly. Change the left hand drop-down to Use table by ID then enter the ID manually. Learn more.
  • Column name

    • The display name of the new column header, in the regular Column Header format
  • Return field name

    • Enter the field name for the sum of the column. You can use the name after the action in the rest of the instance.

What will this output?

The sum of the column is returned to the Return field name which can be referenced using {{field-names}} format. The action will also output the status field, which indicates if the action was completed, as well as a tableFiltered field, which indicates if the table was filtered.

Get help with a problem or question

If something’s not working as expected, or you’re looking for suggestions, check through the options below.

Why do some column names not work?

Enclose individual column names and values in quotation marks (""), if they contain special characters like commas, leading/trailing whitespace, and newlines. For example:

  • If the column name is $Weekly Report,,,, enter the column name as "$Weekly Report,,,", with quotation marks.
  • If you want to use the field reference {{tablecolumn}} to dynamically reference the column name, enter it as "{{tablecolumn}}"

If the column name contains a quotation mark, escape each quotation mark with quotation marks, for example: if the column name is "Column name", enter it as """Column name""".

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