Build Report that shows "Child" lines items under the "Parent
I am trying to build a report from a sheet that has a parent line item with child line items. I need the report to show the parent and the child. Then have the ability to group by the parent. When the parent is expanded it shows the children.
My report currently looks like this...all the indented child line items are no longer indented
Then when I group by the Primary column the children are no longer visible under the parent they are separated out as their own parent line item
Best Answer
-
You will need to add a column to the source sheet that brings the parent row data onto every row.
=IF(COUNT(CHILDREN(Primary@row)) = 0, PARENT(Primary@row), Primary@row)
You would then group by this column in your report.
Answers
-
You will need to add a column to the source sheet that brings the parent row data onto every row.
=IF(COUNT(CHILDREN(Primary@row)) = 0, PARENT(Primary@row), Primary@row)
You would then group by this column in your report.
-
Thank you for the solution on the parent and child grouping, that worked perfect.
Is there a way that once I have grouped in this way that I could sort by due date. I have by the primary column then summarized the start and due dates, but would then like to sort by the due date so the "Project-Interviewee#" and "Interview Name" is sorted in descending order by due date.
Summarized by Start and Due Date...Can I then sort by this overall project due date?
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 465 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!