I am trying to change the source sheet for Task Rollup. I thought it should be something basic, but I was not able to do that neither did I find any article to help. I will really appreciate the help.
Are you referring to a report?
Hi @Gaganjyot Kaur
I hope you're well and safe!
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])
I hope that helps!
Be safe and have a fantastic week!
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Hello I was able to resolved the original issue.
I am working on Task Roll Up Report, and its not capturing - Complete, In Progress items from my Project plan. Attaching screen shot of my Plan sheet and Task Roll up . I made sure there is not confidential information is visible
Resolved... I needed to add Complete, In Progress etc. in a Summary sheet to my plan. Thanks!
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In the case you have a "parent / child relationship"; what formulae do you use on the Project Summary, to sum the total line items NOT Including the Parent?
You'd need to add a so-called helper column and then reference it in the SUMIF formula.
Something like this.
I usually add a so-called helper column called Level with the formula below, and then you can use it to identify parents and use it for conditional formatting and more.
=IF(COUNT(CHILDREN([Task Name]@row)) > 0, COUNT(ANCESTORS()) + 1)
Did that work?
Be safe and have a fantastic weekend!
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