Top Level of Sheets in Report

Hi.

The top level of my project sheets contain the overall percentage and status and date range of all its child tasks.

How do I display just this top row in a report?

My current workaround is to have a hidden column that a mark and have the report builder only show the row with that mark.

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Comments

Mike Wilday

That is similar to methods I've seen many in the community use. Having a report that pulls only the rollup data will allow you to see only the rollup data.

Dan Davis

Here is a method I have used on my project management financial transaction sheets that might help you.

Add a column to your sheet where you will enter a character to identify the use or purpose of that particular line. In my sheet I have multiple indents to create layers of sub totals through the child-parent relationships. For example the first level (not indented) is the Department level (which has multiple programs for each Dept), the second level (next indent) is the program level (which has multiple projects for each program), the third level (next indent) is the project level (which has multiple transactions recorded for each project), and the fourth level is the transaction level where all contracts, purchase orders, direct purchases, payments, etc are recorded. This allows me to record financial transactions at the project level while the sheet consolidates the parent level subtotals for projects, programs, and departments. I have a column where I enter 1, 2, 3, or 4 relative to the purpose for that line (1=Dept, 2=Program, 3=Project, 4=Transaction). I can format a report to display any or all of the 4 levels by including or excluding the character entered in the cells in that column. This allows me to run summary reports for the department, program, or project. This concept can be altered to fit your specific needs.

Hope this helps, Dan Davis