Report Parent, Child, and all Children under a Specific Parent

Andrew Brimer

I've attempted to create formulas and helper columns to accomplish my task, but I must not be understanding how to get to my desired conclusion.

I would like to take a subset of my overall project plan and report that based on a set of criteria. The challenge comes in that I want a scalable solution and I would like to pick certain Parent rows based on name and Children of that Parent along with the Children below the initial Child row.

Can someone please assist in pointing me in the right direction?

ChristianFinke

Hi @Andrew Brimer,

I would try using helper columns with a formula like =PARENT([Column Name]@row) to identify parent rows, and then create a second helper column to mark children and sub-children. You could use a combination of IF statements and INDEX/MATCH to flag relevant rows.

In your report, apply filters to only pull rows where the helper columns match your criteria. This approach keeps things scalable and easier to manage.

Hope this helps! Please feel free to reach out.

Best,

Andrew Brimer

Hi All,

Thanks for your input. I figured out a solution that works for me:

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

I can easily choose the criteria I want to report based on the output.

Best regards,

Andrew