Pull info from 1 column cell into rows below for display in a dashboard/reports

Melitta King

I have a template that was built to be 1 project per sheet. It links to reports, a meta data sheet and a dashboard.

We have altered it for 1 team, so that they can display multiple projects on a sheet. It also links to reports, a meta data sheet and a dashboard.

In this new sheet, there are phases underneath each project. i.e. PROJECT NAME 1, 1: Intake & Prioritization.

I am looking for a way to display the project name in reports on the dashboard.

In the sheet, above, I added a column, TEST Project Name for Display. What function could I use to pull in that PROJECT NAME 1? I started with adding a function to pull the task name above it. However, with multiple tasks, that pulls the task name above, which with multiple task, that gets away from PROJECT NAME 1.

I'm now looking at JOIN(ANCESTORS()).

Any Comments? Suggestions?

Thanks

Andrée Starå

Hi @Melitta king

Try something like this.

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

Did 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!

Andrée Starå

Hi @Melitta king

Try something like this.

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

Did 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!

Melitta King

Yes @Andrée Starå !

I needed that extra bit of help.

Thank you,

Melitta

Andrée Starå

@Melitta King

Excellent!

You're more than welcome!