SumValues() formula query function

SumValues() is a formula query function you can use to calculate the sum of values in a field for records that match the query.

SumValues() examples

	To query the same table	To query a different table	Result
Function layout	`SumValues(GetRecords("{query}"), Field ID)`	`SumValues(GetRecords("{query}", Table Alias), Field ID))`	Numeric value
Example using hard-coded value	`SumValues(GetRecords("{6.EX.'In Progress'}"), 4)` Calculates the sum of the values in field id 4 where field ID 6 is equal to “In Progress”	`SumValues(GetRecords("{6.EX.'In Progress'}", [_DBID_PROJECTS]), 4)` Calculates the sum of the values in field ID 4 where field ID 6 is equal to “In Progress” In this case, field 4, field 6 and the records are all from the table with table alias `DBID_PROJECTS`.	Sum value: 5
Example using field reference	`SumValues(GetRecords("{6.EX.'"&[Manager name]&"'}"), 4)` Calculates the sum of the values in field ID 4 where field id 6 is equal to the value that populates the `Manager name` field in the record this formula is being calculated on	`SumValues(GetRecords("{6.EX.'"&[Manager name]&"'}", [_DBID_PROJECTS]), 4)` Calculates the sum of the values in field ID 4 where field id 6 is equal to the value that populates the `Manager name` field in the record this formula is being calculated on In this case, field 4, field 6 and the records are all from the table with alias `DBID_PROJECTS`	Sum value: 7

To query the same table

To query a different table

Result

Function layout

SumValues(GetRecords("{query}"), Field ID)

SumValues(GetRecords("{query}", Table Alias), Field ID))

Numeric value

Example using hard-coded value

SumValues(GetRecords("{6.EX.'In Progress'}"), 4)

Calculates the sum of the values in field id 4 where field ID 6 is equal to “In Progress”

SumValues(GetRecords("{6.EX.'In Progress'}", [_DBID_PROJECTS]), 4)

Calculates the sum of the values in field ID 4 where field ID 6 is equal to “In Progress”

In this case, field 4, field 6 and the records are all from the table with table alias DBID_PROJECTS.

Example field titled: Total hours spent on all In-Progress projects. Example value returned: 5

Sum value: 5

Example using field reference

SumValues(GetRecords("{6.EX.'"&[Manager name]&"'}"), 4)

Calculates the sum of the values in field ID 4 where field id 6 is equal to the value that populates the Manager name field in the record this formula is being calculated on

SumValues(GetRecords("{6.EX.'"&[Manager name]&"'}", [_DBID_PROJECTS]), 4)

Calculates the sum of the values in field ID 4 where field id 6 is equal to the value that populates the Manager name field in the record this formula is being calculated on

In this case, field 4, field 6 and the records are all from the table with alias DBID_PROJECTS

Example field titled: Total manager hours spent. Example value returned: 7

Sum value: 7