Is there a Hierarchy level value I can use
I want to create reports for different level of hierarchy, i.e. a report only extracting top level Parents, then a report extracting only Level 1 Children, then another report extracting Children of children etc. One way I though of is having a column with a value for the Hierarchy level, i.e. Parent =1, Direct Child = 2, Child of Child = 3 etc. But to add that manually is not really efficient. Is the some value that can be linked to the Hierarchy level.
Alternatively, any ideas how to achieve this?
Much appreciated
Riaan
Best Answer
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I usually add a so-called helper column called Level with the formula below, and then you can use it to identify parents and use it for conditional formatting and more.
=IF(COUNT(CHILDREN([Task Name]@row)) > 0, COUNT(ANCESTORS())
Would that work/help?
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.
Answers
-
I usually add a so-called helper column called Level with the formula below, and then you can use it to identify parents and use it for conditional formatting and more.
=IF(COUNT(CHILDREN([Task Name]@row)) > 0, COUNT(ANCESTORS())
Would that work/help?
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.
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Brilliant, that works perfectly. I am new to SmartSheet and have much to learn - Thanks 👍️
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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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