I want to show Parent rows in a filtered Report

emilyc
emilyc
edited 05/11/22 in Formulas and Functions

I have a column with an IF/AND formula to flag whether a "Milestone" is "At Risk" based on a series of conditions. I have a report that then filters on this Flag column to show such "Milestones". However, I would like this report to also pull in the Parent row of any "Milestone" rows that appear - which I call "Phase" rows, so there is some context/organization to the report. Similar to how a filter view in the source sheet project plan allows you to show Parent rows.

Is this possible?

My hierarchy is this:

Parent = Phase

Child = Milestone

Grandchild = Task

Answers

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!