Change source sheet in Task Rollup Under Project and Rollup Template Set

Gaganjyot Kaur

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.

Paul Newcome

Are you referring to a report?

Andrée Starå

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, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Gaganjyot Kaur

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

SS2.PNG

SS.png

Gaganjyot Kaur

Resolved... I needed to add Complete, In Progress etc. in a Summary sheet to my plan. Thanks!

Andrée Starå

@Gaganjyot Kaur

Excellent!

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CJU

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?

Andrée Starå

Hi @CJU,

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)

Make sense?

Did that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!