Sort Report Rows with respect to Child/Parent Relationships

RKLRpp

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.

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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