---
title: Rollup summaries
description: "#### Using Roll-Up Summaries in PDF Butler Salesforce Roll-Up Summary fields are a powerful feature for aggregating data from related child records. However, they also come with some limitations: - They require a **Master-Detail relationship**. - There is a limit…"
url: "https://pdfbutler.com/academy/pdf-butler-academy/pdf-butler-by-datasource/rollup-summaries/"
updated: "2026-07-08"
category: PDF BUTLER BY DATASOURCE
---

# Rollup summaries

#### Using Roll-Up Summaries in PDF Butler

Salesforce Roll-Up Summary fields are a powerful feature for aggregating data from related child records. However, they also come with some limitations:

- They require a **Master-Detail relationship**.
- There is a limit on the number of Roll-Up Summary fields that can be created.
- They must be maintained as part of your Salesforce data model.
- They may have a performance impact on your Salesforce org.
- They cannot always be used when relationships are based on lookups or more complex data structures.

PDF Butler provides an alternative by allowing you to create **Roll-Up Summaries directly within your document configuration**, without modifying your Salesforce schema.

Watch the video tutorial or review the related documentation to implementing this feature.

[DataSource Demo - ROLLUP SUMMARIES](https://www.youtube.com/embed/2-XN1GPjzzw?si=cB4Q8zawnBHufNWl)

---

##### Setting Up

This example uses the same nested Data Source configuration created in the [**Nested Data Sources**](https://pdfbutler.com/academy/pdf-butler-academy/pdf-butler-by-datasource/nested-datasources/) tutorial.

1. Load your existing DataSources to Doc Config in PDF Butler.
    A parent table displaying Cars.
    A nested table displaying the related Options.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-07-08-at-12.02.26-300x145.png)
2. In the parent Doc Config editor, click: **Roll-Up Summary**Only **child Data Sources** of the current parent Data Source are available for selection.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-07-08-at-12.04.09-300x244.png)
3. Select the child Data Source you want to aggregate.
    Example:`Nested Options`
4. Choose the type of calculation you want to perform.
    For this example, select:`Sum`
5. Choose the numeric field that should be aggregated.
    Example:`Quantity`
    *Text fields cannot be used in Roll-Up Summaries.*
6. Once configured, save the Roll-Up Summary.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-07-08-at-12.04.43-300x258.png)
7. Create a Config Type
8. Select the Roll-Up Summary Field
9. Save the Config Type.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-07-08-at-12.11.16-300x235.png)
10. Generate the Document
     ![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-07-08-at-12.11.38-300x194.png)