How can I name all descendants after a parent row at a specific level?
I am trying to add a column for a report that will give us an overall view every task of a specific Phase. The Phase Name will sit in a Level 1 child row. I am using a formula of =if(Level=1,"",parent([Task Name]@row)). This is great if I only have one level of children. If I have more, I get the parent row of the level 3 or 4 (etc) children.
Is there a way to only have the Level 1 phase name returned for all descendents? I tried another IF phrase of only looking at Level 2 but it leaves children 3 and above blank as well as a few other things and haven't been able to accomplish what I am hoping to do.
Best Answer
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Try this...
=IF(Level@row = 2, PARENT([Task Name]@row), PARENT())
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
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Hi @Traci Summers
Hope you are fine, try to add a helper column to define the level number and add the following formula and convert it to a column formula in the level column :
=IF(COUNT(CHILDREN(Task@row)) > 0, COUNT(ANCESTORS()) + 1)
then design your if formula as nested If using the level column as a reference.
bassam.khalil2009@gmail.com
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Hi Bassam,
I tried the above and it's not getting me the result I'm looking for as I'm not sure how to reference the parent task in the nested if. I was thinking I could just use something that is 'if Level is greater than 2, then use Level 1 Task Name, but I haven't been successful. I would like the highlighted row to be the results, but haven't been able to achieve that. (Level Test is using you formula for level with Task Parent as the result
Any other ideas?
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Can you provide that same screenshot but with the desired outcome manually entered so we can see exactly what you are trying to accomplish?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi Paul,
Sure! Please see the below.
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Try this...
=IF(Level@row = 2, PARENT([Task Name]@row), PARENT())
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Thank you, Paul! That seems to be the right formula. Appreciate it!
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Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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