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


  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    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.

  • ashleeco

    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?

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