Removing child rows who don't fit my criteria in a report.

Ryan P Anderson

I have a sheet where the parent row's "processed" column is not check-marked, but the child rows indented is check-marked. I need my report I created from it to show just the parent rows, but it always includes all "processed" child rows. Is there a way to just show parent rows?

David Joyeuse

Hi @Ryan P Anderson

When I'm dealing with hierarchy and Parents/Child rows, I always like to add an hidden helper column named Rank.

In this column put this formula:

=COUNT(ANCESTORS())+1

It will display a number 1 for every parent row that you have, and 2 or more for every children.

Then, in your report, select the option to display lines with Rank=1, and thus only parents rows will appear.

Andrée Starå

Hi @Ryan P Anderson

Yes, there is.

Is there anything in the Parent rows that are always the same? We could use that as a criterion.

Another way, and that is the way I usually do it in my client solutions.

Have a so-called helper column that indicates what level the row is on, and that can be used as criteria only to include the parent rows.

Something like this. (all children rows will not have a level in my example.

=IF(COUNT(CHILDREN([Task Name]@row)) > 0; COUNT(ANCESTORS()) + 1)

Make sense?

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Ryan P Anderson

The child rows all have a specific column checkmarked that the parent ones do not. I used this in my report specifications but it still showed up. Would using a number as my consistent identifier help?

Andrée Starå

@Ryan P Anderson

Are you using the OR option or the AND option in the Report builder?

I'd be happy to take a quick look.

Can you 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)

Ryan P Anderson

As I was sending you screenshots I realized my mistake, I appreciate your time though :)

Andrée Starå

@Ryan P Anderson

Excellent!

Glad you got it working! What was the issue?

You're more than welcome!

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Ryan P Anderson

I forgot I added other 'or' options in my report builder that the child ones fit.

Andrée Starå

@Ryan P Anderson

Easy to miss!

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