Reports: GROUP BY <VALUE> and Parent/Child Hierarchy
Comments
-
Hello,
At this time, row hierarchies aren't displayed in reports. When you have a moment, please submit a Product Enhancement Request (you’ll find a link to this here in Community under Quick links on the right).
A potential workaround could be to add a checkbox column to your sheet and check the box in every parent row. In the report builder the What criteria could be "For Reporting Column is Checked". Keep in mind, sorting the report will rearrange all rows, including parent rows.
If you're goal is to display parent row information, you could create a new column in your sheet —I would name the column something like "Parent Details". You can then insert this formula to return parent row information:
=JOIN(ANCESTORS([Task Name]@row), " / ")
In order to sort rows by a group, you could consider creating a dropdown list column and defining the different groups in the values text box. In the report builder, you could sort in ascending or descending order based on the "Group By" column you created.
More information on reporting can be found in our help article: https://help.smartsheet.com/articles/522214-creating-reports
-
Alejandra,
Thank you for the response. Those workarounds would definitely add unnecessary complexity and noise to the report. I'll file an update request. I absolutely expected this to be a given, especially when you link multiple sources together, etc.
-
+1 -- added a feature request for this.
-
+1, silly that there's no option to show this hierarchy in the report format.
-
This content has been removed.
-
Seriously, I have never been able to use reports for anything because of this.... please fix!!!!!
-
Hi everyone,
Please submit an Enhancement Request when you have a moment to have your vote added
A New Way to Submit Your Feature Requests
To make your Enhancement / Feature Request count, send in the form above because there isn’t a guarantee, it will be registered otherwise.
Original Post: https://community.smartsheet.com/announcement/new-way-submit-your-feature-requests
I hope that helps!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hello has this enhancement been considered ?
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 465 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives