Help Needed with Smartsheet Report Configuration

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
    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.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @P.mengade

    I hope you're well and safe!

    Here's another option.

    I usually add a helper column called Level with the formula below. You can then use it to identify parents, use it for conditional formatting, and more.

    =IF(COUNT(CHILDREN([Task Name]@row)) > 0, COUNT(ANCESTORS()) + 1)

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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