Report filter on Parent Data, but also return the Children for each returned Parent row
I have a series of 100+ project plans. In each project plan, there is a column titled "Assigned To". For the highest Parent in the project, which for us is "WBS Level 1", the "Assigned To" person is the project manager. For the children rows (lower hierarchy WBS levels), the Assigned To could be anyone on the team.
There is no Project Manager field/column in any of the project plans (if only there were a way to embed this in a sheet's Metadata).
I have assembled a report for the 100+ project plans the contains a filter that allows me to return the first row of all projects for a given Project Manager. Easy to do with two entries in a filter, "WBS Level"=1, and "Assigned To" is one of a pick list of entries. So I can now see all projects where John Smith is the Project Manager.
Where I'm going off the rails is trying to also return ALL Children rows of the projects returned above, i.e., child rows for each of John Smith's projects that result from "WBS Level" =1 and "Assigned To" = John Smith.
I can return the above items, and ALL children, of ALL projects, but not just the children of the list generated by the first part of the filter.
There has to be a way to do this, no?
Thanks.
Answers
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You would need to have that data present on all child rows in each of the sheets.
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Which data? The project manager? Thanks.
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Yes. Whatever data you want to filter by needs to be on every row you want included.
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Ok, thanks. While that's not the answer I was looking for, it seems to be the correct answer.
Time to head over to the suggested feature link to ask for Smartsheet to give us the same "Include Parent Rows" capability we have had with sheet filters for a long, long time.
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You wouldn't happen to have rolled out all of these projects in Control Center would you? If so you could use a straightforward Global Update to insert the column and basic formula into every provisioned project as well as the blueprint.
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