Filter on sheets or report criteria

Options

Can I create a filter on sheets or reports, which includes "assigned to" a certain individual and also, show the dependency line? If a Task is assigned to "A" and there is a dependency (Predecessor) on Line #5, then filter on A and show Line #5 also.

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Options

    Hi @divyaj22

    Filters in a Sheet or Report are only looking at the data on each individual row; there currently isn't a filter that will automatically bring in associated predecessor rows.

    You could potentially use a formula to bring into your Predecessor row the Dependent row data, in order to use that in a filter. This would be in a new Contact column.

    First, I would use the SUCCESSOR function to bring back the row number of the successor row for this current Predecessor:

    =VALUE(JOIN(SUCCESSORS([Task Name]@row), ","))

    You'll notice I wrapped it in a VALUE function to ensure the row number comes back as a number. This will only work if you have single dependent rows (e.g. none of your predecessors have multiple dependents)

    Then in the new Contact column you can use this row number as the reference for what to Index:

    =IF(Sucesssor@row = 0, "", INDEX([Assigned To]:[Assigned To], Sucesssor@row))

    Now you have a Contact in the current row that you can use for filters! 🙂

    Cheers,
    Genevieve