apply filter that shows parents AND children in grid mode

Sven Krohn

Hi,

lets say I have parents A, B and C and they have 3 children each. I would like to set up a filter that shows me parent C only, but including the children. I tried it with "show column which meets "is one of" "C"" but this does not include the children because the children have different content. There is the option to include the parent, but not the children.

Am I the only one having the need to filter by parents incl. their children??

Thanks!

Paul Newcome

The content of column 7 IS the formula. If you look under that column label, you will see I have applied it as a column formula (fx).

Here is a screenshot of the formula actually in the sheet.

Paul Newcome

You will need to include a column that with a column formula that will grab the parent data and output it on all of the rows.

=IF(COUNT(CHILDREN([Task Name]row) = 0, [Task Name]@row, PARENT([Task Name]@row)

Then create your filter based on this new column.

Sven Krohn

thanks! I appreciate your help and response.

I have to admit that I don´t follow your formula completely. Just wondering: Why is it called SMARTsheet again? Smart would have been a checkbox (include children).

Now, someone from Smartsheet might say: Great idea! Please submit this as a suggestion for a new feature. I´ve done this many times already and so far nothing was improved unfortunately...

Paul Newcome

My apologies. I had it backwards:

=IF(COUNT(CHILDREN([Task Name]row) <> 0, [Task Name]@row, PARENT([Task Name]@row)

[Task Name] should be changed to the name of the column you are originally wanting to filter on. Basically it says that if it is a parent row, then pull the data directly across. If it is a child row it will pull the parent data.

You end up with something like this and would then filter on (in the screenshot) Column7.

Sven Krohn

Thanks again and thanks for the screenshot. Your explanation makes perfect sense, but unfortunately I can´t get it to work on my sheet.

smartsheet.jpg

what am I missing???

Paul Newcome

You are missing the @ in the first cell reference.

Sven Krohn

I just copied your formular ;o)

Yes, that did something to the sheet, but now I´m getting "incorrect argument set"

:o(

Paul Newcome

Sorry about that. Apparently my fingers and brain are not on the same wavelength. Try this one.

=IF(COUNT(CHILDREN([Task Name]@row)) <> 0, [Task Name]@row, PARENT([Task Name]@row)

Sven Krohn

Hey Paul,

no worries, but unfortunately it´s still not working. Come on, I know you can do it!!

Back to your screenshot: I have to assume that you entered the content of column 7 manually to show the result. Since you went that far already to demonstrate the outcome, any chance you can try the formula yourself on that test spreadsheet and see if it works?

Thanks!!

almost there!

Paul Newcome

The content of column 7 IS the formula. If you look under that column label, you will see I have applied it as a column formula (fx).

Here is a screenshot of the formula actually in the sheet.

Sven Krohn

Hi Paul,

I looked at it again, now, after the holidays and got it to work based on your information!

Thanks! That really helps me a lot!

Happy new year!

Sven

Paul Newcome

Happy to help. 👍️