Need a way to create graph that contains specific parent/child rows

jahmeanne

Hey everyone,

One of my users has a sheet with a "Task" column that contains multiple parent/child rows. I'm trying to help him find a way to create a chart based on a specific parent/child row, but I'm not entirely sure how to go about this. I was thinking of adding a helper column in, but I'm still lost on how I'd separate out the data for the chart....for example, we want to make a chart based on "HRSS Prep & Planning" that only includes data from the child rows. In this case, the data would be by status.

As always, I appreciate any and all guidance. Thank you so much for your time.

Ryan Sides

Hi there, your use of the helper column is the right way to go. Make a checkbox column and check on the rows you want to see in your report. Then build a report, point it to that sheet, and filter it by the Checkbox column you created.

Th only drawback is you'll lose the parent/child display in a report.

Is that what you were looking to display?

jahmeanne

Hey Ryan,

Thank you for your response! I'm not looking to build a report per say, but a pie chart that breaks down the status of everything under the "HRSS Prep & Planning" row. I reckon the check boxes will still help, I just need to figure out how to put it all together. If there is another way, please let me know. Thank you again, appreciate you!

Ryan Sides

What do you want your pie chart to display? Pie charts are used to display #s or %s of different categories.

jahmeanne

Hey Ryan,

I'm looking to get the status for all the child rows under "HRSS Prep & Planning". Right now I made a helper column and checked off all of the children rows pertaining to that category. I then setup a new sheet with the following formula:

=COUNTIFS({HRSS Build - Project Plan Range 1}, 1, {HRSS Build - Project Plan Range 2}, "Not Started")

The first reference refers to the helper column I created, followed by the specific status I'm seeking. I made two other helper columns for each parent row in the "Tasks" column. I'm just not sure if there's a cleaner way to approach this, but it does give me the pie chart I'm looking for.

Ryan Sides

That sounds like a winner to me! Glad it's working

jahmeanne

Thanks for your help Ryan! :)