Join Function using parent child

ginamt3

Since reports do not carry the parent / child structure, I need to create a helper column on a sheet.

I need to create summary reports for each child, but in that report I need to show the Parent name.

For example. I need an Assembly report that shows me the Parent dates of the Assembly. See the images below. Right now I can only get it to say Assembly but need to show Messerschmidt, Abelson Office, etc

Andrée Starå

Hi Gina,

Sorry! I misread the question.

Did that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Paul Newcome

You can use a helper column on the source sheet (checkbox type is my personal preference) and check the applicable parent row boxes either manually or with a formula.

Then you can include this checkbox column in your report builder to pull the actual parent row.

If you just wanted to pull the dates into the same row but in a different column, then you would create your two date columns and then use something along the lines of

=PARENT([Production Start Date]@row)

and

=PARENT(Production Finish]@row)

ginamt3

I used a checkbox to test. My problem then is how to I get the report to report out the parent and the Assembly Gantt chart while reporting it in descending order with the dates. Basically trying to show the Assembly team what is on the schedule for the week.

Paul Newcome

SO you also need to sort. OK. Then I would suggest my second one with the helper columns on the source sheet and using a PARENT function to pull the parent row dates. You can even go so far as to add in a 3rd helper column of the text/number type and pull the text from the parent row of the [Job Name] column and have those shown in the report.

ginamt3

Hey Paul, Thank you for this..

I'm either confused on how to do this or i'm not explaining properly..

I need this report to to look like this with Start/Finish Date and gantt. But with the Parent Name for each of these. Does that make sense?

Paul Newcome

Can you do a mock-up of how exactly you want it to look?

ginamt3

Hi Paul,

So sorry just responding. I eventually figured it out. Thank you for all your input.

Paul Newcome

Happy to help.👍️