Help Needed with Smartsheet Report Configuration

P.mengade

I'm working on reports where I want to display only high-level tasks on my dashboard, but the subtasks are also showing up.

For better clarity, here's an example of what I'm aiming for:

Desired Display on Dashboard:

• Task 1
• Task 2

Current Display within Report:

• Task 1

Sub Task - 1.1

Sub Task - 1.2

Sub Task - 1.3

• Task 2

Sub Task - 2.1

Sub Task - 2.2

Any insights or suggestions on this would be helpful!

Thank You

KPH

You can add a column to your sheet to indicate the hierarchy/level and then use that as a filter in your report.

Your formula might look something like this.

=IF(COUNT(ANCESTORS(Task@row)) = 0, 1, 0)

This returns a 1 for rows that don't have any parents and a 0 for those that do. You can then add a filter to your report to only show the rows with a 1 in this column.

The formula can be made a column formula and the column can be hidden so it doesn't bother anyone.