I'm setting up a sheet to track team initiatives. The end goal is to be able to have reports that do the following: (a) one report that lists all initiatives; (b) individual team reports to show just their initiatives
Note: The initiatives are the primary column/parent rows because some initiatives have subtasks/children rows.
Here's a sample report I'm trying to achieve (all initiatives in progress):
Sample report for Team 1: (showing initiative & subtask - I also have the Level & Team(H) column in the report, but they are hidden) - I still have some work to do on distinguishing the child/subtask rows - it's all a bit flat ;)
After some trial & error, I have landed on the following as my basic sheet setup. The Level and Team(H) are helper columns (which would usually be hidden). I have included the Team(H) helper column because I couldn't get the child rows to come into an individual team report. I assume it is because although it was a child row (and therefore connected to a parent row), the Team # cell for the child row is blank, and that was what I was filtering on in the report. NOTE: If anyone has any comments/suggestions on this approach, I would welcome them.
QUESTION: Is there a formula that I could write in the Team(H) column that says "copy over the Team# from Team#@cell, but if the row is a child row, then copy the Parent row Team#?
Here is my datasheet to illustrate my question:
This sheet will be used by a couple of our team leaders and as the Level & Team(H) columns will be hidden, below is what they will see. I want their data entry to be as easy as possible and I'm trying to avoid asking them to enter the Team # for every row they enter.
Apologies for the long post but thanks in advance for any help/guidance.
