How to build a report that list parent and/or child records?

melody.cooley71056

I have a sheet that lists out an Objective and the tasks to meet that objective. If I stay true to a Parent/Child relationship (data in same column), I cannot figure out how to show the relationship in a report on a dashboard.

Example: Enhance Workflow (Parent), Build App, Test App, Train on App, Launch App (Children), when I build a report on the column that houses the data in the rows, I lose what is parent versus what is child and see everything together and it doesn't flow.

If I move out of the Parent/Child relationship and show the Parent relationship in a separate column, I can report on it, but see repeats of the Parent Data.

Example:

Enhance Workflow Build App

Enhance Workflow Test App

Enhance Workflow Train on App

How do I show on the Dashboard either:

A - Just the parent info

B - Summarize/group the parent (like excel) and list the children?

Andrée Starå

Hi @melody.cooley71056

Try something like this.

Add a so-called helper column. We can call it Hiercharcy. Add the following formula to that column and include it in the report.

=JOIN(ANCESTORS([Task Name]@row), " / ")

Would 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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