Filtering out a Parent and all it's children ONLY IF they ALL meet a criteria

K8SFDO

I'm trying to figure out a way so that if a row meets a certain criteria (aka Status = Complete) and the row's PARENT also meets that criteria, then the rows AND the parent are filtered out. If the parent is NOT complete, I don't want ANY of the rows under that parent filtered out. Anyone have any ideas how to accomplish this??

Heather Duff

@K8SFDO

You could add a helper column with a formula that asks whether the parent row and the child row are marked complete, and if yes, check the box. Here's what it looks like for me:

You could then hide the Exclude column, and use it as a criteria for your filter.

Hope this helps - let me know if it works!

Best,

Heather