Ancestor/Parent Formula Help

KMeyer

Hi, I'm needing help with a parent formula that would populate the Category column with the parent Task Name (where Hierarchy = 0). Here's a snapshot of an example, and basically when Hierarchy is larger than 0 the Category should populate with "E. Facilities, Equipment, & Assets"

Genevieve P.

Hi @KMeyer

Try this:

=IF(Hierarchy@row > 0, JOIN(COLLECT(ANCESTORS([Primary Column]@row), ANCESTORS(Hierarchy@row), 0)))

This will first check to see if the Hierarchy is 0, and if it's not, then it will bring in the Ancestor of the Primary Column that has 0 as a value.

See: ANCESTORS Function / JOIN Function / COLLECT Function

Let me know if this works for you!

Cheers,

Genevieve