The new "Roll up" action explained

In version 5.4.2, we’ve added a new action: “Roll up”. It’s a powerful action that can be used for financial calculations, but it needs a bit of explanation.

The action sums up amounts in hierarchical lists, such as a list of accounts. It allows performing calculations typical for accounting, where a higher-level account total should be computed as a sum of sub-accounts. The hierarchy can be of any depth.

For instance, we need to calculate the total long-term liabilities from its sub-accounts:


The “Roll up” action does the following:

To make the action work as intended, you need to specify the hierarchy. Values will be added to the row (account, item) specified as the parent item (i.e. higher in the hierarchy). The parent item can, of course, have its own parent, and so on.

For the example above, the hierarchy can be configured as below:

After the “Roll up action” is applied:

Here is a slightly more complex example:

rollup-example.morph (3.7 KB)
liabilities.xlsx (11.6 KB)