Creating report to show Parent Row based off Child Row

I am trying to design a report to list to our outside salesman. I need to filter it based on contractor names, but those are child rows to the parent row which is the job name.

So in the picture, I would want the criteria to be "ROMANOFF", so I could pull all jobs they are on, which in this case, would be 12th Avenue South.

Is this possible? I do currently have a helper column that allows me to identify parent/child rows by numbering them. Parents are 1 then children are nothing, but don't know if that is enough to achieve this.

Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    I would suggest a helper column that replicates the contractor in the child rows and joins the contractors for the parent rows.

    =IF(COUNT(CHILDREN([Contractor Name Column]@row = 0, [Contractor Name Column]@row, JOIN(CHILDREN([Contractor Name Column]@row), ", ")


    Then you can build your report to pull rows where this helper column contains "Romanoff" or whatever other name you are pulling the report for.

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