Reflecting only Parent Rows (multiple) on Dashboard

Rick_Bailey

For a project release, we're leveraging checkboxes to track completion of validation tasks. I have a dashboard built to reflect progress, however am having trouble finding a way to only choose the multiple Parent Rows/Roll Up data, as it's making me include child data or nothing.. (including all the child row stats will be too much info for the audience). Any suggestions?

 

 

Andrée Starå

Hi Rick,

The easiest way is to create another column in the sheet(s) with checkboxes and then check the ones that you want to show in the Dashboard. Also, change the criteria in the report.

Would that work for you?

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome

TO increase flexibility and to expand on Andree's suggestion, use the formula

 

=IF(COUNT(CHILDREN()) > 0, 1)

 

What this does is count the children and check the box if there is 1 or more (meaning it is a parent row).

 

You can drag fill this down and it will automatically populate in new rows. That will avoid having to do it manually.

 

I personally use the following (in a text type column)

 

=IF(COUNT(ANCESTORS([Column Name]1)) < COUNT(ANCESTORS([Column Name]2)), COUNT(ANCESTORS([Column Name]1)))

 

This will give you a numeric value of which level of hierarchy your parent row is. The lower the number, the higher the level. The highest level being 0. From there you can sort, filter, pull reports based on ANY level of hierarchy.

 

(You can now also use Conditional Formatting to apply different colors, etc. to different levels without having to do those manually as well... )

Rick_Bailey

Thank you both!

Andrée Starå

Happy to help!

Paul Newcome

No worries.