Retaining hierarchy from a sheet on reports
Hello! I have a sheet that has three levels (it's a milestone, sub milestone or tactic) and you can see the relationship and formula below in the classification column.
The tricky part though relates to reporting I currently have a report that shows all rows where the project lead is assigned however if it is a tactic, the request is to have the corresponding sub milestone and milestone so it provides context to the row in which they would be making updates on the report/sheet.
Any suggestions?
Best Answers
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@Andrée Starå, thank you. Where should that be added? I'll give it a try!
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I added it as a helper column, thank you very much :).
Answers
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Hi @Chris Hallo
I hope you're well and safe!
Try something like this in a so-called helper column and include it in the report.
=JOIN(ANCESTORS([Primary Column]@row), " / ")
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 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!
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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@Andrée Starå, thank you. Where should that be added? I'll give it a try!
-
I added it as a helper column, thank you very much :).
-
Excellent!
You're more than welcome!
✅Remember! 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!
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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