Report Filter to remove unnecessary rows and Parent headings under cost code

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RiKi
RiKi ✭✭✭✭
edited 03/14/24 in Smartsheet Basics

Hi All,

  • Is there a way to remove rows containing specific keywords such as :

<Enter Street Address>

<Enter City and State>

<Enter Zip Code>

I have setup the filter to exclude this but it is still showing.

  • 2nd question:

Is there a way to remove the duplicate Parent rows that fall under the same cost code? I just want the company name to show and the header only once. This is to give a cleaner

sheet interface. In this example, I just want to show the cost code once with the drop down. There will only be one title "General Contractor (Construction Costs General) then the list of companies under it. The current interface I have is extracting every parent header which I don't want. Thanks in advance.

Answers

  • KPH
    KPH ✭✭✭✭✭✭
    edited 03/14/24
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    Question 1

    Your filter is showing rows that don't contain <Enter Street Address> OR don't contain <Enter City and State> etc. Can you try changing the OR to an AND. This would then show rows that don't have either of those things.

    Question 2

    Would excluding all parent rows do what you need, or are there situations where some parent rows should be included?

  • RiKi
    RiKi ✭✭✭✭
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    Thank you. I managed to remove the extra rows in Q1 and it worked! Is there a way to hide the duplicate headers if the companies are coming from various sheets? In this case, I want to remove the duplicate header "General Contractor (Construction Costs General). The header will only show if the characters does not match eg. a different name under the same cost code.


  • KPH
    KPH ✭✭✭✭✭✭
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    I'm glad we could solve question 1.

    For question 2, you can remove all parent rows, but to have the parent row from one sheet show and not the others is more difficult. You could do it if one sheet was always first. But I don't think that is very reliable. You could also move the text from the parent row to another column and use that column to group in the report. Then you can exclude all parent rows from the report. You would use the group instead. But that does feel like a big workaround for a cosmetic issue.

  • RiKi
    RiKi ✭✭✭✭
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  • KPH
    KPH ✭✭✭✭✭✭
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    Happy to help @RiKi . Good luck!