Sort Report Rows with respect to Child/Parent Relationships

I would like to sort rows so the child tasks and their respective parent task at least group together. Report sources from a few sheets. Other than finding a way to have WBS Identification numbers for each row that is unique across the portfolio...I am not sure how to make children/parents sort together.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @RKLRpp

    I hope you're well and safe!

    You could add two so-called helper columns.

    One with the Level. Something like this.

    I usually add a so-called helper column called Level with the formula below, and then you can use it to identify parents and use it for conditional formatting and more.

    =IF(COUNT(CHILDREN([Task Name]@row)) > 0, COUNT(ANCESTORS()) + 1)
    

    Second, take the Parent Level or anything else to populate the Parent Name on each Child Row.

    =PARENT([Task Name]@row)
    

    You'd then use it for the sorting/grouping.

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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