Primary expandable column values on report

Judith Pappler

Hi community,

i have a sheet with some values in the primary column called Month. They are expandable but when I create a report for this sheet the rows underneath e.g. April are of course blank. Is there a way how i can create a report and filter on those items belonging to e.g. April? See print screen of the sheet.

Thanks

Judith

Genevieve P.

Hi @Judith Pappler

Reports evaluate a sheet on a row-by-row basis. This means that the child rows in your source sheet would need to match your Filter criteria in order to display in the Report, but since the Parent "month" isn't in the cells below, it won't be seen in the Report.

What you can do is set up a "helper column" in the main source sheet with a column formula to bring in that value to the child rows. The formula would be:

=PARENT(Month@row)

Here's another Community post that contains screen capture examples of this solution.

Cheers!

Genevieve