Reporting Hierarchy

mg3245

I have a sheet with several parent, child and grandchild rows. I'm creating a Report from this sheet but I am unable to filter and see child or grandchild wise. I have created a WBS System (1, 1.1, 1.1.1 -> Parent,Child,Grandchild) as well but unable to group/filter using this. Is there any work around for this?

Mark Cronk

Good evening,

Add a helper column [level] and instead the column formula:

=COUNT(Ancestors())

Your parent rows will have a value of 0, children 1, etc. Use your [level] column value to filter.

Work for your project?

Mark

mg3245

Hi Mark,

I already have this formula applied in a separate column. However, the issue comes up where each Parent row refers to a separate client eg: Hyundai/Toyota and the child row refers to its subdivision eg : Hyundai Cars/Toyota Electric Cars while the grandchild row refers to Hyundai Cars South Africa/Toyota Cars New Jersey.

In this case, even with the ancestor formula applied, I am unable to filter in my report to see all the grandchild rows which are listed in my sheet under Hyundai. I hope I've explained my problem well. Else can attach a sample report to explain it better.

J Tech

Hi

Otherwise you can create a help field call parent:

=Parent(PrimaryField)

You can then filter than that