Keep Parent and children rows together

Max Ahmed

I have a list of locations that each have children rows with different services, i want to filter and sort by the parent row and keep the children underneath each parent.

For example if i want to sort by state, county responsibility etc

Paul Newcome

To filter you would need to insert a helper column (or multiple depending on what you are filtering on) that uses a formula to pull the parent row data onto each of the child rows and then filter based on these helper columns.

Genevieve P.

Hi @Max Ahmed

Check out this other Community post: Way to tell a report to include the parent row info for child tasks?

It has a screen captures and example formula.

Cheers!

Genevieve

Paul Newcome

Sorting should not move the child rows from underneath their parent rows. It should sort the parent rows and then sort the child rows within their established grouping.

Max Ahmed

Right, But the child rows have different values. thus they do not show up under the parent. For example if i try to sort by NY (in the parent) the children do not show up underneath.

Paul Newcome

Are you sorting or filtering?

Max Ahmed

Filtering, If I want to see only locations in say NJ i would filter for Nj, but none of the children come with it. Instead I only see the parent with no dropdown.

Paul Newcome

To filter you would need to insert a helper column (or multiple depending on what you are filtering on) that uses a formula to pull the parent row data onto each of the child rows and then filter based on these helper columns.

Max Ahmed

I see. Thank you. What would be the best way to do so? Is there a guide on this issue?

Genevieve P.

Hi @Max Ahmed

Check out this other Community post: Way to tell a report to include the parent row info for child tasks?

It has a screen captures and example formula.

Cheers!

Genevieve