Formula for helper column for reports
Hi all, I need to include a helper column for a report to run smoothly but am not sure of the correct formula to use.
I use indents in my primary column (see image 1)
and would like to pick up the number if the parent row (ITP01359) in order to summarise by that number. I've managed to do it using Ancestors but it won't appear in the first row (as that is the actual ancestor) - see image 2.
Can I put an additional formula inside the existing one to get the number to appear in the "parent" cell?
Thanks in advance 😀🤞.
Best Answers
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I hope you're well and safe!
Try something like this.
=IF(COUNT(CHILDREN([Task Name]@row)) > 0, [PO/Invoice Number]@row, IFERROR(INDEX(ANCESTORS([PO/Invoice Number]@row), 1), ""))
Did that work/help?
I hope that helps!
Be safe and have a fantastic day!
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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Thank you, Andree. That worked well 😁.
Answers
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Hi @Fiona Murphy
Hope you are fine, Please add a copy of your sheet (after removing or replacing any sensitive information). This will make it easier for me to provide the appropriate answer to your question.
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
-
I hope you're well and safe!
Try something like this.
=IF(COUNT(CHILDREN([Task Name]@row)) > 0, [PO/Invoice Number]@row, IFERROR(INDEX(ANCESTORS([PO/Invoice Number]@row), 1), ""))
Did that work/help?
I hope that helps!
Be safe and have a fantastic day!
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.
-
Thank you, Andree. That worked well 😁.
-
Excellent!
You're more than welcome!
✅Remember! 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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