Report showing parent task?

Hello, I would like to get a report showing the parent tasks. Is it possible? Thank you


Answers

  • Hi Jlind,

    Here's how I go about it:

    Create a column for Parent Rows using the column formula: =JOIN(ANCESTORS(Task@row), ": ")

    This returns a string of the text of the parent rows concatenated together with the delimiter ":" (which is optional, use the delimiter of your choice, e.g., comma, semi-colon).

    When you create your report, include the Parent Rows column to display the parent rows with each task.

    In some cases, I like to take it a step further to include in my reports only the tasks at the lowest level (i.e., only those that do not have sub-tasks). I do this by creating a column for Count of Child Rows using the column formula: =COUNT(CHILDREN(Task@row))

    This returns a value of 0 for those tasks with no sub-tasks. Use this as a filter criterion for the report.

    ~ Annie ~


  • This is great- thanks!!!

  • When I use the formula above to achieve this, I get the result in the cell #UNPARSEABLE. Any solution to this?

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Jeff Cumbie

    You'll need to replace the "Task@row" portion with whatever your column name is... for example:

    =COUNT(CHILDREN([Primary Column]@row))

    or

    =COUNT(CHILDREN([Task Name]@row))

    I hope that helps!

    Genevieve

  • Thank you. That fixed the issue and the formula s working for me now. Much appreciated!

  • sandra.love
    sandra.love ✭✭✭

    Is it possible for you to select how many layers of parents are displayed? For example, I have a parent row for my whole sheet that tells the project name but I don't need that included in the description for child tasks 3 deep. Is there an adjustment I can make to the formula?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @sandra.love

    I hope you're well and safe!

    Not sure I follow! Can you elaborate?

    Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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