Building hierarchy based off of indentation

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Desertbird
Desertbird ✭✭
edited 07/12/21 in Formulas and Functions

Hello,

I am trying to create a dashboard that pulls the hierarchy from an indented format, is this possible? Below is an example of how the dataset is organized, it is indented rather than separate columns.



Best Answer

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
    Answer ✓
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    Hi @Ashley M 

    Hope you are fine, you can add a helper column call it Level and use the following formula to fill the level of  hierarchy and convert it to column format formula:

    =IF(COUNT(CHILDREN(Task@row)) > 0, COUNT(ANCESTORS()) + 1)

    then you can create a report and group it by hierarchy level column.

    PMP Certified

    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"

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @Ashley M

    I hope you're well and safe!

    Not sure I follow.

    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 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!

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    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Ashley M 

    Hope you are fine, you can add a helper column call it Level and use the following formula to fill the level of  hierarchy and convert it to column format formula:

    =IF(COUNT(CHILDREN(Task@row)) > 0, COUNT(ANCESTORS()) + 1)

    then you can create a report and group it by hierarchy level column.

    PMP Certified

    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"

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