Is there a way to pull only the children into the report?
I am trying to have a report that shows only the lowest indented children in it. I am working on a sheet that has 4 level of indents. Workstream (indent 0), Project (indent 1), Milestone (indent 2) and Activities (indent 3). The report needs to include activities only and not any of its parents. Please let me know if there is a way to do so. Will be glad to give more information if required. Thanks!
Best Answer
-
Happy to help!
Apologies, I missed your reply.
Unfortunately, it's no possible to use OR & AND in the same section.
You'd need to add another so-called helper column with a formula that matches the need for the filter.
Make sense?
Would that work/help?
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.
Answers
-
You’ll need to add a so-called helper column to get the ”Levels” of the rows.
Try something like this.
=COUNT(ANCESTORS()) + 1
Did that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) 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!
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.
-
Hi Andree,
Thanks for the comment. The real problem is this - as shown in the pic below, I want only activities (Level 4) to be in the column "Activity". The report is pulling this data based from a grid based on two conditions already as shown in the second pic. I want the report to be pulled based on (Level AND status labels OR time taken). But the report insists on having only AND for all the three conditions or OR for all the three conditions. Is there a way to have one OR and AND among these three conditions? That would solve the problem. However, if there is a different approach, I would love to hear that as well. Thanks!
-
Happy to help!
Apologies, I missed your reply.
Unfortunately, it's no possible to use OR & AND in the same section.
You'd need to add another so-called helper column with a formula that matches the need for the filter.
Make sense?
Would that work/help?
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.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 64K Get Help
- 410 Global Discussions
- 220 Industry Talk
- 458 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 137 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives