Grouping

Mike Rini

We use SmartSheets to manage our display campaigns. With each of our campaigns, we can have 1 to N different pieces of creative associated with them. I'm looking for a way to group (either by ID, Campaign, etc.) my sheet to show the campaign name and budget only once, and then each piece of creative associated with it (kind of a parent child relationship). it shows each campaign & budget over and over, and that can be a problem if the vendor processes the budget multiple times

Andrée Starå

Hi Mike,

I think that filters or reports could be a solution.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Mike Rini

Yeah, it was a little bit tough to describe. Here's an example of what I'm hoping to acheive.

example.PNG

Andrée Starå

I'd suggest to use parent/children and then include the parent name in a helper column and a filter or a report for each campaign, and then you would only see that selected campaign.

Would that work?

Mike Rini

sounds like it. i haven't used a parent-child relationship before, but i'll look it up.

Andrée Starå

Let me know how it goes and if you need more assistance!

https://help.smartsheet.com/learning-track/get-started/rows-and-hierarchy