Bringing Parent Rows into a Report so I can put into a dashboard

I can't figure out how to bring the parent rows into a report. I can build a custom Filter in the Sheet and "Include Parent Rows," but then I can't get it into a dashboard.

Answers

  • Matt Johnson
    Matt Johnson ✭✭✭✭✭✭

    Hi @Chris Harbeson

    One way to mimic parent rows in a report is to add a helper column on the sheet with the formula =PARENT(columnwiththeparent). Then on the report filter off the actual parent row and group the report by Parent column. Depending on what you are doing and how many levels of children you have, that may or may not work for your situation.

    I hope that helps though.

    Matt

    Matt Johnson

    Sevan Technology

    Smartsheet Aligned Partner

  • AlishaO
    AlishaO ✭✭✭

    How would we alter the formula when we have more than one parent level? Say we only want to group by the grandparent?

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭

    Hey @AlishaO

    Use a text/number helper column (I usually call it Level) and add this formula to it

    =COUNT(ANCESTORS())

    You will then see the different 'levels' of your hierarchy. You can select your report based on those levels. There is a chance, depending on your sheet structure, that you will need both the Parent indicator helper column (1st post) and this Level column to get the grouping in your report that you need.

    Kelly

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