Help with Index/Match & Vlookup

rmc0030

I need to create a parent row that shows a rollup view of budget for all of the children, but I don't want to add another row/line item to my Master Sheet with the parent row because it will get too complicated. Instead, I'd like to create a separate sheet with the Unique ID tied to each project category, and create an index match or vlookup based on that.

The end goal would be to have a report on a dashboard with a grouping level of the "parent" row and overall budget for that group, without having to add additional rows/columns to my source Master Sheet.

Where should I start?

Paul Newcome

Have you thought about just starting with the report? Your grouping would replace the parent rows and you can use the summarize feature in the report to get totals and whatnot.