How can I name all descendants after a parent row at a specific level?

Traci Summers

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.

Paul Newcome

Try this...

=IF(Level@row = 2, PARENT([Task Name]@row), PARENT())

Bassam Khalil

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.

Traci Summers

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?

Paul Newcome

Can you provide that same screenshot but with the desired outcome manually entered so we can see exactly what you are trying to accomplish?

Traci Summers

Hi Paul,

Sure! Please see the below.

Paul Newcome

Try this...

=IF(Level@row = 2, PARENT([Task Name]@row), PARENT())

Traci Summers

Thank you, Paul! That seems to be the right formula. Appreciate it!

Paul Newcome

Happy to help. 👍️