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