Rollup in Notion is a property designed to consolidate project data and visualize aggregated information based on your preferences. This feature provides a quick summary in counts or percentages to analyze your projects.
Additionally, customize a summary of your project data with options like Show Original, Count All, Count per Group, and Percentage per Group for visualization.
This article aims to explore the Rollup properties and their practical use in Notion.
How To Use Rollup Properties in Notion?
Manipulate Rollup properties in Notion to summarize your project data with the following steps.
Step 1: Examine All Tasks
First of all, you must examine your task list and note down the main fields of your project in Notion:
The provided task list has different columns, such as Task name, Status, Assignee, Priority, Tags, and Project. These tags will be used in Rollup properties in Notion.
How to Utilize Rollup Properties in Notion Projects?
The provided steps can be used to utilize the Rollup properties in Notion.
Step 1: Add Rollup Property in Projects
To add the Rollup property in Notion for your projects, follow these steps:
- Select Project from left-side panel.
- Select the All tab to view all projects.
- Click on the add (+) button adjacent to “ — “.
- Scroll down to the Rollup.
Step 2: Select Relation Property
Navigate to the Edit property by clicking on Rollup. In the edit property, go to the Relation and select your target, such as Tasks:
Step 3: Select Property for Rollup
In the Rollup Edit property, choose your preferred property from the given list. For example, if we want to roll up or aggregate by the tasks’ status, select Status from the list:
Step 4: Select Calculate Option
Finally, select the Show Original option in the Calculate, to view the actual data in the Status field:
You can see the Rollup column in the project table, which reflects the aggregated or summarized data of all tasks based on their projects:
How to Visualize Your Project Tasks With Rollup Properties in Notion?
You can manipulate the Rollup property according to your preferences. In the following example, we will demonstrate the rolling up or aggregating tasks based on completion in percentage.
Step 1: Rollup Tasks Based on Completion
Here are a few steps to summarize tasks based on their completion:
- Select the Calculate option in Rollup’s Edit property.
- Scroll down to Percent per group.
- Select the Complete option.
Step 2: Visualize Rollup Data
To make it presentable, navigate to Show as, and select Bar:
You can notice the aggregate of all tasks based on their projects is presented in percentage:
FAQs
What is Rollup Property in Notion?
Rollup property in Notion consolidates and visualizes aggregated data from related tasks or databases.
To use the Rollup property in Notion?
To use Rollup properties effectively in Notion Projects, follow these steps:
- Add Rollup Property to your project.
- Select Relation Property within the Edit property.
- In Edit property, choose a preferred property for Rollup.
Conclusion
In Notion, you can visualize your project tasks using Rollup properties. We have demonstrated the use of Rollup properties to aggregate the tasks based on the projects. Additionally, we have visualized the project data in percentage through real-time examples.
