Sub-Row and Formulas

Sarah_Michael

Is there a way to remove sub-rows from formula tracking? Ex: We want to track the general Task but not the detailed items below that task.

Can we do this with a formula and generate a single metric number?

 

Thanks for all the help!

 

Corey.Hokanson

Yes - and there are a couple of ways to do this. 

 

Easiest? That depends on what you're trying to accomplish. If you just want to exclude all sub-rows, then I suggest something like what I've shown in this screenshot (count the children, if it's zero than it's a sub-row). 

If you need finer control over it, I've also had success by creating a column called "Level" and Counting the number of ancestors. That gives you a numeric value for how many levels indented a row is, and you can use that number for conditional formatting, or picking only the levels you care about for reports / formulas.