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Questions we often get
Spreadsheets are great and have a lot of features, but they don't handle hierarchical or nested data well. RollupCalc is designed to handle this type of data and make it easy to understand and use.
A calculation is a set of rows and columns that are used to calculate a value. It's like a spreadsheet, but specifically designed for summarizing data.
RollupCalc allows importing Excel and CSV files. If you have hierarchical or nested data, just have a column that references the parent row. Upload the file, choose import details, and RollupCalc will automatically create the rows, columns, and cell values for you.
That's where versions come in. Along with a calculation having multiple rows and columns, a calculation can have multiple versions. These versions track the actual values of the rows and columns and can be used in a variety of ways. For example, you can have one version for a cost budget and another version for actual cost. Then, compare the versions to see how you're doing.
If you need multiple versions and the ability to compare them, be sure to choose a plan that provides this functionality.
When creating a new column or importing data, you can set the data type as text, quantity, amount, or date. Text, amount, and date are self-explanatory.
A quantity column is unique in that it also allows entering a price per unit. You can then add a quantity in a cell and RollupCalc will automatically calculate the total amount. This is great if you are, for example, tracking hours where you can enter an hourly rate in the price per unit and then enter the number of hours in a cell to calculate the total amount.
After creating a calculation with the rows and columns you need, you can create a template. A template stores the rows and columns with no cell values. You can then create a new calculation from this template any time you need it.
If you need to create a template that can be used to create new calculations, be sure to choose a plan that provides this functionality.
If you have to summarize multiple spreadsheets using VLOOKUP, INDEX, or MATCH, you're going to love RollupCalc. You can link calculations together to create a single calculation that summarizes the data from multiple spreadsheets.
If you need to link calculations together, be sure to choose a plan that provides this functionality.
Yes, RollupCalc can help you project your data over a period of time. Provide date columns that are designated as the start and end dates. Once a start and end date are provided, you'll have the option to project you totals over the period.
If you need to project your data over a period of time, be sure to choose a plan that provides this functionality.
You can share your calculations with others by creating a public link. This link can be used to view the calculation but not edit it.
If you need to share the calculation with others, be sure to choose a plan that provides this functionality.