Report filter mystery

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Hi all,

In my projects, I have a column Project Phase which generates numbers in this format: 04.3

In a report, I want to display all tasks that are part of Project Phase 04.3, but I am having trouble getting this to show up on reports.

Filters that do not work:

  • "Project Phase - is equal to - 04.3"
  • "Project Phase - is one of - 04.3" (even though in the dropdown menu it says there are 79 results).

Filter that does work:

  • "Project Phase - contains - 04.3"

What is the issue here? Thoughts?

Thanks in advance!

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Best Answer

  • malden
    malden ✭✭
    Answer ✓
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    I figured this out. In the formula that generates the number, I added =VALUE() around the whole formula and that fixed it by making it a number and removing a hidden apostrophe.

    @Gia Thinh thank you for your input. I did not know what you meant by a string, but I solved my issue when I noticed the apostrophe and was able to look up that problem.

Answers

  • Gia Thinh
    Gia Thinh ✭✭✭✭✭✭
    edited 06/13/24
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    Hi malden,

    You may want to create a Parent column with the following formula to get the parent rows. Then use your Report to filter the Phase with Parent column as a criteria. Hope it works for you.

    =PARENT([Task Name]@row)


    Gia Thinh Technology Co., LTD - Smartsheet Solution Partner.

  • malden
    malden ✭✭
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    @Gia Thinh Thank you for your response. There are a few workarounds that would display the info. But more specifically, my question is this: if the report detects that there are results that equal the exact value, what would block them from being displayed? Any ideas? 🤔

  • Gia Thinh
    Gia Thinh ✭✭✭✭✭✭
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    The 04.3 is a string, not a number, so a filter with contain operator is more logical to compare


    Gia Thinh Technology Co., LTD - Smartsheet Solution Partner.

  • malden
    malden ✭✭
    Answer ✓
    Options

    I figured this out. In the formula that generates the number, I added =VALUE() around the whole formula and that fixed it by making it a number and removing a hidden apostrophe.

    @Gia Thinh thank you for your input. I did not know what you meant by a string, but I solved my issue when I noticed the apostrophe and was able to look up that problem.